Using Email/SMS/Letter Templates

Editing an existing template

You can tweak the preset templates used for features that send out messages like Attendance Follow-Up, Behaviour Incident Workflows and Sending exam timetables. Go to School > Communication > Templates and select the template you would like to edit.

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You can edit the template text and merge fields, or revert the template to the default.

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Creating a new template

With this feature, you can create Custom Templates for Emails, SMS and Letters.

To create a new template go to School > Communication > Templates and select whether you want to create an Email, SMS or Letter template.

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Click +Add, and choose whether to set up a new template, or to base your template off a Custom Report from the Custom Report Writer.

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You will then be directed to the main Email, SMS or Letter template page. Add a Template name. Create the template you wish to use and save the template.

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Use the template when setting up communication in the communication module.

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Custom Report Writer Templates

You can link Communication templates to Custom Report data. Create a report in the Custom Report Writer, then go to School > Communications > Templates to create an Email, SMS or letter template using data from the report as merge field. Perfect for following up with parents about low attendance marks!

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