Adjusting E-mail Templates
Prior to creating a recurring scheduled e-mail, a template must be established.
If you would like to use a pre-loaded template, you can enable the template by managing, then editing. Once in the e-mail template edit screen, select "Active" in the general box at the top of your screen. When you have finished all edits, select save.
Creating a New Template
If you would like to create a new e-mail template, you can do so by completing the following steps:
1.) Select "Add" at the bottom right corner of your screen.
2.) Create a name for your template. This is something that will only be visible to the user for organization purposes, not to your students.
3.) Select your e-mail category. E-mail tokens will be generated based on the e-mail category selected.
4.) Select "Active" to enable your template.
5.) Include a brief description of the e-mail template, if desired. This will only be visible to the user for organization purposes, not to your students.
6.) Create a subject for your e-mail. This subject line will be what students will see when the e-mail is sent to them.
7.) Create a body for your e-mail. This will be what students will see when the e-mail is sent to them. To add tokens to your e-mail, select the token you would like to add in the place that you would like to add it. Tokens will autofill based on the information in the student's profile. For example, @Model.FullName will autofill the student's first and last name when the e-mail is generated.
8.) If you would like to preview your template, with a potential students name, select "Preview" in the bottom left corner of your screen. Select a students name to fill in the tokens of your e-mail. This is useful to ensure that all tokens were entered properly when creating the template.
9.) Select Save at the bottom right corner of your screen.