Add an E-Mail Template

Create an e-mail template for e-mails that are commonly sent to applicant contacts. Merge fields can be added to your e-mail templates that automatically populate with applicant data when e-mails are sent. This speeds up e-mail creation.

To add a new e-mail template, follow the steps below:

1. In the Admissions module, select the Applicant tab.
2. Select the Templates function.
3. Select My E-mail Templates:
   
4. Click Create E-mail Template.
   The Create E-mail Template window is displayed:
   
5. Enter a clear and concise Template Name. The nature of the e-mail must be clear as this is listed when you select an e-mail to send.
6. Enter a clear and concise E-mail Subject. This is displayed in each recipient's inbox.
7. Select a Template Category:
   
   • 'Shared E-mail Templates'. These can be selected by any user with access to applicant records.
   • 'My E-mail Templates'. These are solely for your own use. This is useful for confidential communication which you want to control, such as offers.
8. Write the body of your e-mail in the free text box:
   1. Add merge fields using the drop down lists available, where required. Some fields are already entered for you.
   2. Use the standard toolbar to format your e-mail, as required.
9. Click Save Template.
   Your template is listed and is ready to use.