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Overview
Dynamic email templates enable the automation of personalized content in emails, enhancing engagement by addressing recipients directly. This document will guide you through the process of creating and using dynamic email templates effectively.
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Personalization: Increases engagement by personalizing the email content for each recipient.
Efficiency: Saves time by automating the customization of each email.
Consistency: Ensures consistent email formatting while allowing for personalized content.
Scalability: Makes it easy to send large volumes of personalized emails quickly.
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How do I
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enable an automated email template for Forms?
Automated email templates are distributed to the applicant based on the status of the form
Click “Settings” from the main menu
Click “Communications” from the sub-menu
Click “Email Templates” from the main menu
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How do I create a communication template?
Click “Settings” from the main menu
Click “Communications” from the sub-menu
Click “Custom templates” from the main menu
Click the “Create Template” button
You will be presented with a dialog with the email communication template options
See below for form and email communication options
Click “Save”
Create
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communication template
Listed below are the form fields of the create an email/SMS/voice message template dialog:
Field name | Description | ||
|---|---|---|---|
Name | Name of your template | ||
School | Select a specific school who should see this template
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Reply-to address | Email address to be displayed in the replyto reply-to if a user clicks reply in their email | ||
Subject | The email subject line Email message(for SMS and Voice Messages, this is used for internal history and ease of reference) | ||
Message | The body of the email or the message to be sent to the recipient |
Dynamic
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communication template options
Dynamic fields allow you to automatically populate placeholders with real information from your school data. This usually involves specifying the placeholder in the template:
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Option | Description | ||
|---|---|---|---|
{createdDate} | The date and time that the form was submitted | ||
{currentDate} | The date this email was generated | ||
{appId} | The ID of the Application this email is for | ||
{formName} | The name of the Form this email is for | ||
{email} | The email address of the recipient | ||
{parentFirstName} | The first name of the application submitter | ||
{parentLastName} | The last name of the application submitter | ||
{studentFirstName} | The first name of the application assignee | ||
{studentLastName} | The last name of the application assignee | ||
{school} | The name of the school the application is assigned to | ||
{schoolEmail} | The email of the above school | ||
{schoolPhone} | The phone number of the above school | ||
{schoolDesc} | The description of the above school | ||
{schoolAddress} | The address of the above school | ||
{statusComment} | The comment that was written when the application was approved/denied | ||
{hyperLink} | A link to the application that created this email in SchoolEngage | {parentPolling} | This , this will also contain contains the authentication used to allow a user to fill out a parent polling form without logging itin. |
Dynamic Information from Applications
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