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How to create your Email templates for the Enquiries app
How to create your Email templates for the Enquiries app

For superusers with access to Enquiries and Template Builder apps

Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

In Enquiries, you can choose a specific email template for:

  • replying to students

  • emailing experts

This is a quick guide

To choose your email templates in the Enquiries app, simply follow these steps:

A. Design your email

If you already have an existing template you can use that one. 

If you want to start again with a simple template then go to your Template Builder app, add a new template called 'Enquiries Student replies' and create a new one. If you like you can choose the 'Import form URL' option and paste this link in http://bit.ly/ENQ-email1 to get you started with a basic template.

This has a sample header image and sample footer text, so make sure you update those after you have imported it. Publish it when you are done.

You need these 2 merge fields in that template:

  • [xxxreplace_with_contentxxx]

  • [xxxOptOutLink|Access my privacy centrexxx]

OK you have your email template ready.

B. Share that email template with Enquiries

In your Template Builder app create a new Folder called 'Enquiry Emails Folder'. Still in the folder, share it with the Enquiries occurrence(s) by adding them one at a time.

Finally, add the 'Enquiries for student replies template' to this folder.

This will make it available in the dropdown in Enquiries.

C. Choose that template in your Enquiries app

Now go to your Enquiries app and click the 'Setup: Email Templates' tab and you can now select your your template 'Enquiries for student replies template'.

Click 'Save'. That's it. :)

Just repeat for your experts now, scroll down to see the Expert template below.

(Please remember that you need to be a superuser with access to Enquiries and Template Builder apps.)

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