How to Create or Edit SMS and Email Templates

Follow these steps to create and/or edit SMS and Email message templates. These templates are used for bulk or automatic Email and SMS messages.

1. Click on "Configuration" tab.

2. Under "Communication Preferences" click on "E-mail / SMS Templates".

3. To create a new template click on the green "Add Message Template" button. 

If you wish to edit an existing template click on the yellow edit folder next to the template name.

4. Type in a name for your template (for example "Start of Term Welcome Message") and select if you would like it to go out as an E-Mail or SMS. Then Click the blue Add Message Template button.

5. From here it will bring you back to the E-Mail / SMS  Message Templates page. Click on the yellow folder to add E-mail Subject and Message Body.

SMS Templates: 

a. Select your template type: generally this will be "Generic Non-system Message".

b. Type in the message in the field provided. 

c. Click the "Save Message Template" button.

Email Templates:

a. Select your template type: generally this will be "Generic Non-system Message".

b. Create a Subject for your email that the families will see. You MUST include a subject or the template will not send.

c. Type in your message body. You can use the editor to create bold, colourful text and insert images and logos.
d. Click the "Save Message Template" button.

Your Template is now saved and will be stored in the system. It may be edited and used multiple times.

To add an attachment please see: Adding an attachment to an E-mail

Last updated: 9 June 2021

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.