Form Email Templates

Overview

Throughout the lifetime of an application assigned to an applicant, staff can setup automated emails to notify the applicant on the status of their application.

To navigate to Email Templates by heading to Settings > Communications > Email Templates.


Table of Contents


Enable Template

To enable or disable an email template:

  1. Expand the Form’s templates by clicking on the form name

  2. Click on the toggle under the “Enabled?” column for the respected Form status.


Edit Template

To edit the subject, body a template and add attachments, click on the to open the edit window.

For more information on formatting an email, please see Dynamic Email Templates.


Reset Template

Clicking will return on a specific status will return it to it’s default settings.


Reply-to Email

To set the default reply-to email:

  1. Expand a form template by clicking on it’s name

  2. Enter a new reply-to email in the “Form Default Reply-To Email” section

  3. Click “Update”

School Specific Reply-to Emails

If you wish to attach a specific reply-to email per school:

  1. Expand a form template by clicking on it’s name

  2. Click “School Specific Email”

  3. Select a school in the “School” drop-down

  4. Enter a new reply-to email in the “Reply-to Email” section

  5. Close the window by clicking the “Close” button

Setting Global Default Reply-to Emails

To set the global default reply-to email:

  1. Click the “Settings” button

  2. Enter a new reply-to email into the “Global Default Reply-to Email” section


Test Email

If you wish to test your emails before sending them out to applicants

  1. Expand a form template by clicking on it’s name

  2. Enter a test email into the “Test Email” section

  3. Click the “Update” button

Until the Test Email section is cleared and updated by clicking the “Update” button, all emails related to the form’s status will go to the test email regardless of applicant.

After testing, please be sure to remove the test email to ensure expected behaviour.