Manage Communication Templates

Communication templates are used when notifying parents. Prior to selecting tasks to send emails or print letters, at least one template must be defined for each communication method. 

Choose the workspace to manage the templates for, then select Manage Communication Templates from the Tasks menu.

Add an Email Template

1. Click Add Template in the Email Templates section.
2. Enter a unique Title.
3. Choose an existing template or select a BLANK TEMPLATE.
4. Click Save.
5. Enter the email configuration Details.
   1. Click Edit Details.
   2. Enter a From and Reply-To email address.
   3. Add an email Subject line.
   4. Enable Multiple Recipients to allow administrative users to send the email to more than one email address per record.
   5. Enable the Notification Email setting to include the template in the drop-down used in the Notify task via email.
   6. To make this a recurring notification, select the Recurring Email checkbox.
      1. Choose a permission Rule.
      2. Set the Frequency and Start and End Date of the recurrence.
      3. Specify the time the email should be sent.
      4. Choose an email Sender account.
      5. Select the recipient address field on the form you wish to use for the email's Sent To field.
      6. Click Save.
6. Create the content of the email.
   1. Click Edit in the Body section.
   2. Use the text editor to create the email content.
   3. Click Insert Token to use tokens to display form values.
   4. Click Save.
7. Click Back.

Add a Letter Template

1. Click Add Template in the Letter Templates section.
2. Enter a unique Title.
3. Choose an existing template or select a BLANK TEMPLATE.
4. Click Save.
5. Enter the letter configuration Details.
   1. Click Edit Details.
   2. Enable the Notification Letter setting to include the template in the drop-down used in the Notify task via letter.
   3. Click Save.
6. Create the content of the letter.
   1. Click Edit in the Body section.
   2. Use the text editor to create the letter content.
   3. Click Save.
7. Click Back.

Add a Label Template

1. Click Add Template in the Label Templates section.
2. Enter a unique Title.
3. Choose an existing template or select a BLANK TEMPLATE.
4. Click Save.
5. Enter the label configuration Details.
   1. Click Edit Details.
   2. Choose a supported Avery Label Format.
   3. Click Save.
6. Create the content of the label.
   1. Click Edit in the Body section.
   2. Use the text editor to create the label content.
   3. Click Save.
7. Click Back.