Student CRM

Use the + icon to create a new and shiny email template

How do I add a new email template in Template Builder

Let users clone from existing templates using the Gallery

What is the Gallery tab?

Use templates all over the CRM with Collections

How can I use Collections to share Templates?

Use mail merge to bring in students names, course or other details

How do I use Merge Tags?

Just updated an email template, and now need to bulk update all related touchpoints so they now use the updated version?

How to bulk update all related touchpoints from your email template

Laura Montgomery-Hurrell

Steph Stevens

Dom Yeadon

Getting Started in Template Builder

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29 Apps

Find answers and get help from Intercom Support and Community Experts

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