Templates are organised by adding them to Collections. Collections are used to share your templates with users in certain occurrences across Student CRM.
❗ Please note: Only published templates appear in the dropdown when sending emails.
Creating a New Collection
Inside the Collections tab, click the Plus icon
Give your Collection a name and a description and click "save"
Use the Plus icon to select some occurrences to share your templates with
Use the Plus icon further down the page to add a template to share with the above occurrences
Publish the collection, and you're all done!
FAQ
Q. Why isn't my email template showing as expected?
A.
Check to see if the Template you want is in Template Builder, and that template is published.
Check to see that the template is in a Collection in Template Builder, and that Collection is published.
Check to see that the Collection is shared with the Occurrence you want to select it from.
Q. What if I want to make a change to the template and update all the touchpoints with it at once - can I do that here?
A. No, but you can use the tools on Step 5. Used In on the template to do this. See How to Bulk Update all related Touchpoints for more information.