The Email Templates feature is currently available in several modules, namely:
- Admissions (Inquiries and Applications)
- Online Forms (including Auto-Responders)
- Fee Tracking
- Report Creator (includes Scheduled Emails)
When accessing a record in these modules, there is an “Email” button that allows you to send emails that utilize fields from the module. Here’s an example from the Admissions module:
You then have the option of creating an ad hoc email, use a template, or view the history for this record:
Each module has its own set of fields that you can use. Just click on the “Insert Field” link to view list of fields:
Clicking on a field will insert that field into your template:
If you find yourself sending the same emails over and over again, you can create email templates:
Inserted fields can also be used for the Subject and Email Address fields too.
Emails sent via the Email Templates module are tracked separately. Click on the “History” link to view all emails that were sent out for a particular area.
Bulk Send Emails
Certain modules have the ability to send bulk emails. Just select all the records affected via the check boxes on the left, and then select the “Bulk Email From Template” option. Here’s an example from the Fee Tracking module:
After creating your email (either ad hoc or via template), clicking the “Send Email” will actually give you the option to “Preview” or “Send” emails for individual records:
You can send out the first few emails manually, just to see how it all works. To send emails for all records on the list, you can click on “Send all remaining” at the bottom of the screen.
Reporting on Templates
We have a few reports that you can use to review the Email Templates that you’ve created for the various modules:
Here’s a sample of what the report looks like “Email Templates” report looks like:
If you’d like to see the Email Template feature expanded to other modules not listed here, please let us know via email or chat, or leave a comment below. We look forward to hearing from you.