Edit an E-Mail Template

Edit a template for the e-mails used in iSAMS. Choose to:

• Edit the layout or content of an e-mail.
• Change the Template Category. This controls the users who can use the template.

Click on a username in any template to display the User Information window. This is useful if you want to contact the author of the template.

Edit the Layout or Content of an E-mail

To edit an e-mail template, follow the steps below:

1. In the Admissions module, select the Applicant tab.
2. Select the Templates function.
3. Select the e-mail templates tab that you want to work with:
   
4. Click  in the template that you want to edit.
5. The Edit E-mail Template window is displayed:
   
6. Edit the Template Name, if required. The nature of the e-mail must be clear as this is listed when you select an e-mail to send.
7. Edit the E-mail Subject, if required. This must be clear as it is displayed in each recipient's inbox.
8. 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.
9. Edit 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.
10. Click Save Template.
    Your template is listed and is ready to use.

Change the E-mail Category

To change who can send the e-mail, follow the steps below:

1. In the Admissions module, select the Applicant tab.
2. Select the Templates function.
3. Select the e-mail template tab that you want to work with:
   
4. Click either:
   
   •  to share a template with other users. The template is moved to Shared E-mail Templates and can be accessed by any user with access to applicant records.
     or
   •  to list a template as solely for the use of the author. If you are not the author you will no longer be able to use this letter. The template is listed in the My Letter Templates for the iSAMS user who created it and cannot be used by other iSAMS users. This is useful for communication which you want to control, such as offers.
5. The template is now listed under the category tab it has been assigned to.