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Comms Template for Email

In creating an Email Template, just go to the Email Template tab by searching on the App Launcher, and on the Email Template page click New Template.

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Fill in the necessary fields.

  • Email Template Name

  • Please select the type that the email is related to from the Related Entity Type dropdown menu.

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In the Message Content Section, add the Subject and enter the message template you would like to create.

There are available merge fields that you can use to create your message. designed specifically for Email and SMS templates that automatically set in your message when the referenced field is called, making it simple to create your Email template.

  • {{{currentTime}}}

  • {{{Student.FirstName}}}

  • {{{Student.FullName}}}

  • {{{Carer.FirstName}}}

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Click Source first before saving.

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After saving, copy the Email Template ID of the Email Template that you’ve created.

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Go to the Comms Template object and click New.

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Input the following necessary details

  • Comms Template Name

  • Select what type of Email Template you’ve created make sure to select the right type that is related to the Email content.

  • Paste the Email Template ID you copied previously in the Email Template Id.

  • In the Audience, make sure to select the specific group or individuals to whom you want the message to be addressed.

  • Tick the Email checkbox.

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After filling in the necessary details, click Save.

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