Student CRM

All About Template Builder

Se who can do what in the Template Builder app

Template Builder Permissions

Laura Montgomery-Hurrell

Steph Stevens

Dom Yeadon

Used by marketing and recruitment teams to distribute approved email templates for use in campaigns and touchpoints

Template Builder

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

Getting Started in Template Builder

The basic steps of the Template Builder layout

Building your Easy-Builder template

The finer details of the Easy Builder Drag-and-Drop Editor

The Building Blocks of the Easy Builder Editor

Got a specific question? We've got you covered

Frequently Asked Questions about Easy Builder

CRM Managers can set up Brand Colours and Images for quick Template access

Quick Access Brand Details

With TPB, embedding videos into your email templates is a breeze

Adding Videos to your email templates in TPB

Template Builder: Easy Builder

Building your Classic template

Found a good email, and want to copy it? Here's how

How do I import an HTML template from a URL?

Received a cool email? Use Scope to recreate it in TPB

How to use an email in your inbox (Gmail) to add a new template in Template Builder?

How to fix your HTML code so it works properly.

Why isn't my email template saving?

Template Builder: Classic

Watch the video to learn about the Template Builder app

Video Course TPB-1 for the Template Builder app

A gallery of free, best-practice, email designs for your use

Noteworthy email templates

How to send templates created in Student CRM out via Gmail

Using CRM Templates in Gmail

These are fonts that are universally supported and render consistently across different platforms and devices

Safe fonts in emails

Templates for emails

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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