Admin > Email Template Screen > + Email Template Button
The Email Template Entry screen refers to the screen where you can create or edit email templates. It is typically a part of an email marketing or communication platform that allows you to design and customize pre-designed email templates for various purposes such as newsletters, transactional emails, or student support communications.
It provides a visual editor or a form-based interface where you can modify the content, layout, and styling of the email template. You can also add and format text, insert images or multimedia content, customize colours, fonts, etc.
This screen is accessible from the Email Template Welcome screen and once you select the +Email Template button on the screen, it will take you to the Email Template entry screen.
Fields on the Email Template Entry screen and their Explanation:
| Fields | Explanation |
| Email Title | This mandatory field is visible only to team users and cannot be left blank. |
| Email Subject | The subject line is displayed to students; this is also a mandatory field. |
| Template Type | You will see different objects (such as students, enrolment, agent, etc) under the drop-down of this field and based on your requirements you can select one type at a time to create the email template. |
| Available Fields | This section shows merge fields based on the selected template type. For instance, selecting “student” will display only student-related merge fields for easy insertion. |
| Add Button | Allows users to insert selected merge fields into the email content easily. |
| Marketing Email | Enables the inclusion of marketing-specific content in the message box. |
| Default Sender | Designate a default sender for the email. |
| Attach Files | Provides the option to attach files to the email template for additional context or resources. |
The grid shows the list of templates that have been created. You can edit or delete a condition if required.
The created Email template can be sent based on the selected option from the ‘Template Type’ dropdown. For instance, if ‘Student’ is chosen, you can send this template from the Student Dashboard and other related screens. From the Student Dashboard, choose the ‘Send an Email’ option from the burger menu of the communication log.
The Email Log screen will open, where you can add CC and BCC addresses and select the desired template from the dropdown. All templates associated with the student will be available in this list. The selected template will appear in the message box for review.
Click ‘Send’ to dispatch the email to the selected student and any additional recipients. A confirmation message will display once the email is successfully sent.
If you want to send an email to multiple students, then use the Continuing, Starters, or Finishers tiles. Select the checkboxes next to the students and choose ‘Send Email’ from the burger menu.