Create a Template

This guide covers the Rich Text editor, the default option for a template’s message content and the only one that works for both email and SMS. For a visual, block-based layout, see Build with the Email Builder instead.

Create a template

1. Go to Messages and open the Templates tab.
2. Click New.
3. Enter a Name for the template. This is for your own reference — members never see it.
4. Leave Message set to Rich Text (this is the default).
5. Enter a Subject. This is only used when the template is sent by email; it’s ignored for SMS.
6. Write the body of the message in the content editor.
7. Click Create.

The name must be unique across your school’s templates, and both the subject and content need at least some text before you can save.

Tip

Type {{ in either the subject or content box to insert a placeholder, like the recipient’s first name, so the message reads naturally for each person it’s sent to. See Message Placeholders for the full list.

Formatting the content

The content editor supports headings, bold, italic, underline, strikethrough, bulleted and numbered lists, block quotes, and links. These all work in an email. Formatting is stripped when the same content is sent as SMS, since text messages are plain text.

Edit or delete a template

1. Open the Templates tab.
2. Select the template from the list.
3. Make your changes and click Save, or click delete to remove it.

Deleting a template doesn’t affect messages already sent using it. Editing one only affects future messages sent from it. It never changes something you already sent.

Next steps

Send a message using this template Pick your template from the Templates button when composing.

Send a broadcast using this template Reach a whole program or group with a saved template.

Build with the Email Builder A richer, visual alternative for email-only templates.

Message placeholders Every dynamic value you can insert into a template.