Creating Email Templates

Settings Panel

Watch the video tutorial :

Admin can create ready to use email templates for the team, so team just need to select the template while sending the email communication.

Step 1 : Click on Settings Panel

Step 2: Click on Email Template

Step 3: Click on Add Email Template Icon

Step 4: Create Email Template as per your requirement.

Give a name to the template. Add Subject Line.

Step 5: After creating a template, click on PUBLISH

You can add variables like counselors name, counselor contact number, etc in your email.

You can attach document in the email.

You can send test email to a contact number before publishing,