Skip to main content

Customize email templates

Who this is for: Counselors Time: 5 min

What this does​

Customize the email templates sent to your students. Variables like the student's name fill in automatically when the email is sent.

Open Settings > Communication​

Select Settings in the left-hand navigation, then the Communication tab.

Select a template​

Under Email Templates, use the dropdown to pick the template you want to edit.

Edit the subject and body​

Edit the Subject and Body fields. Use the quick-insert buttons, like + Student Name, to add variables without typing them by hand.

Preview your changes​

Check the Preview pane, shown with sample data — the real email fills in each student's actual details.

Save or reset​

Select Save to keep your changes, or Reset to default to discard your customization and go back to the original template.

What happens next​

  • New outreach emails using this template use your updated subject and body.
  • Set student alert frequency