Lead Messaging Templates

If you are consistently sending certain messages to potential families, you can create templates to quickly send these messages. For example, when an opening becomes available for a family on your waitlist and you typically send the same email message, this would be a good time to create a template.

In our premium Lead features, you'll be able to create templates ahead of time with your school's branding.

Creating Templates

Go to the Lead > Configure screen and click Manage Templates.

Previously created templates will display on the screen. Use the more actions button at the end of the row to edit or delete a template.

Click the "New Template" button in the upper right to start a new template draft.

The message editor will display. Enter the message for your template and click Save Template.

Using your Templates

After saving your templates, navigate to the Lead > Communication screen and click "New Message" in the upper right.

Click "Choose from Template", then select a template to auto-populate the message with your template details.

Make adjustments as needed, then click Send Message.