Navigation Changes
The Leads and Registration sections are now under Enrollment.
If you are consistently sending certain messages to potential families, you can create templates to quickly send these messages. For example, when an opening becomes available for a family on your waitlist and you typically send the same email message, this would be a good time to create a template.
Create a Template
Go to Enrollment > Configure.
Click Manage Templates.
Click New Template.
Select Email Template or SMS Template.
Email Templates
Use the Title field to create a subject line
The Reply To option allows you to change what email address parents/guardians can reply to
Enter the body of the email message and use the formatting options to change the font, use bullets, add pictures and more
Use preset shortcuts to automatically pull in details such as names and school information
SMS Templates
Enter the message for your template.
Note
SMS messages have a limit of 160 characters.
Click Save Template.
Edit a Template
Do one of the following to edit a template:
Click Template or the title of the template to view or edit the message
Click More Actions
to edit or delete the template
Use Your Templates
After saving your template(s), go to Enrollment > Communication.
Click New Message.
Select New Email or New SMS.
Click Choose from Template.
Select a template to auto-populate the message with your template details.
Click Choose to open the message editor with the selected template.
Edit the message as needed.
For more information about sending messages to your leads, see Communicate with Your Leads.