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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.
Table of Contents
What are Dynamic Email Templates?
Dynamic email templates are pre-designed email layouts that allow specific parts of the content to be automatically replaced with personalized data or content specific to each recipient. These templates use placeholders, such as {studentFirstname}, which are replaced with real data when the email is sent.
Benefits of Using Dynamic Email Templates
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.
How do I create an email 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 template options
See below for form and email options
Click “Save”
Create email template
Listed below are the form fields of the create an email template dialog:
Field name | Description |
|---|---|
Name | Name of your template |
School | Select a specific school who should see this template Note: You can select district-wide to apply to all schools |
Reply to address | Email address to be displayed in the replyto if a user clicks reply in their email |
Subject | The email subject line |
Email message | The body of the email to be sent to the recipient |
Dynamic email 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:
For the school substitutions, the information must have been entered in the schools list under the settings of SchoolEngage.
Dynamic fields
Option | Description |
|---|---|
{createdDate} | The date and time that the form was submitted |
{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 will also contain the authentication used to allow a user to fill out a parent polling form without logging it. |
Testing your email templates
It is always a good idea to test these substitutions before they go live to ensure that they are working in the intended fashion.