Table of Contents
How to Edit and Configure an Email Template #
1. Open the Email Template Builder 0:00
- Go to the Settings Hub.
- Open the Email Template Builder.
- You’ll see a list of all available email templates.
2. Open the Template You Want to Edit 0:19
- Click the Edit button on the email template you want to change.
- This opens the template editor where you can adjust the email’s settings and content.
3. Turn the Email On or Off 0:29
- Use the Active toggle at the top of the template.
- On = the email will be sent when triggered.
- Off = the email will not be sent at all.
4. Choose Who Receives the Email 0:44
- Use the Send to Parent option to control delivery.
- If disabled, the email can be sent only to your internal/company email address.
- If enabled, the email goes to the parent and can also be copied to your company email.
- This is useful when you want the parent to receive a confirmation while your team is also notified.
5. Update the Email Details 1:20
- Edit the subject line of the email.
- Add or change the company email address the message is sent from.
- Upload any files/attachments that should be included whenever the email is sent.
6. Build and Format the Email Content 1:39
- Use the email builder to write and format the message.
- Insert available tags/merge fields to personalize the email.
- Add more tags from the tag selector as needed.
- Save your changes when the layout and content look right.
7. Preview the Email Before Saving 1:53
- Enter your own email address in the preview field.
- Send a preview to see exactly how the email will look in an inbox.
- Check the received preview email to confirm formatting and content.
8. Review the Final Setup 2:33
- Active controls whether the email sends at all.
- Send to Parent controls whether the parent receives it.
- You can configure the sender email in Settings.
- You can also edit the subject, add attachments, and build the email body in the editor.
