Overview

System Emails include templates that are sent out automatically by the system once a form is submitted by a parent or student. This article will discuss the different system email templates, how to update them, and best practices for doing so.

Please note: Some of the System Emails must be enabled under Communication Setup in order for them to send automatically.

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How-To: Edit System Email Templates

Request email templates are customizable and can be found by navigating to 'Settings' -> 'Communications' -> 'Email Templates', then clicking the System Emails tab.


Click on Edit to the right of the template you want to update. This will open the template editor where you can customize the email. You can also click on the Revert to System Default button to the right of the template at any point if you want to start over with our system default template.


The available system email templates are:

  • Application Thank You Email: This is the thank you email that is sent to the parent once an application form is submitted in the Parent Portal.
  • Contract Thank You Email: This is the thank you email that is sent to the parent once the student contract has been submitted in the Parent Portal.
  • Inquiry Thank You: This is the thank you email that is sent to the parent once an inquiry form is submitted. It can go to either Parent 1 or the student, depending on who you set as the recipient in your Communication Setup. Please note: Do not use salutation merge fields in this template as they will not work. You must use recipient merge fields to address Parent 1, such as the following:

Recipient Title: {{recipient.name_title}}

Recipient First Name: {{recipient.first_name}}

Recipient Preferred Name: {{recipient.preferred_name}}

Recipient Preferred or First Name: {{recipient.preferred_name_or_first}}

Recipient Middle Name: {{recipient.middle_name}}

Recipient Last Name: {{recipient.last_name}}

Recipient Full Name: {{recipient.name}}

Recipient Suffix: {{recipient.name_suffix}}

These merge fields can be used in combination such as: Dear {{recipient.preferred_name_or_first}} {{recipient.last_name}}. Make sure you include a space between the two merge fields so the first and last names are not placed together.
 

  • Invite Contract Signer: For schools using the Dual Signature functionality. This is the email that invites the additional signer for a contract with dual signatures after the first parent has signed.
  • New Application Notification: Internal-facing email that is sent to admins/users when a new application is submitted. It will only send to those Admin Accounts who have turned the immediate notification on from their personal User Notifications page.
  • New Contract Notification: Internal-facing email that is sent to admins/users when a student contract is submitted. It will only send to those Admin Accounts who have turned the immediate notification on from their personal User Notifications page.
  • New Inquiry Notification: Internal-facing email that is sent to admins/users when a new inquiry is submitted. It will only send to those Admin Accounts who have turned the immediate notification on from their personal User Notifications page.

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