How to Create an Email Template

An Email Template is a ready-to-use email model that you can create and customize.

When sending an email or quote to a student, you'll have the option to select a template from your list of emails.

STEP 1 - Access

Click on the Profile Picture Icon in the upper-right corner > Settings > Email Template.

Click the green button "Add Email Template".

The template editing window will open, allowing you to set your preferences:

Template Name: Define a name to identify the email template.
Subject: Set the subject that will appear as a suggestion when selecting this template for sending.
- You can use the variable [[student_name]] to automatically include the student’s name in the subject.
Template Dependent on Quote: Define if this email must necessarily be associated with sending a quote.
Special Variables: Use variables related to the office, student, quote, or general information to include details that will be automatically replaced in the email body.
Text Editor: Personalize your email here.
You can add:
- Texts
- Formatting (fonts, sizes, colors)
- Lists
- Tables
- Images
- Anchors
- Alignments
- And even directly edit the source code.

Once you're done editing, click "Add Email Template", and your template will be saved!

Click "Source Code" to manually customize the email using code.

For example, if you'd like to embed a YouTube video in the email body:

Go to the YouTube video you want to include.
Click Share > Embed, then copy the embed code.
Paste it into the Source Code editor.
Once finished, click "Source Code" again to return to the standard editor view.

Click the Image Icon to add an image to your template, enhancing the email's visual appeal.

You can add an image in two ways:

Using a URL: Paste the image link.
Uploading from Your Computer: Upload the image to the server directly from your device.

The templates you create will be available for all offices associated with your account.

If you still have questions, please contact support or reach out via WhatsApp.