Lead Messaging Templates

Create templates to use when messaging your enrollment pipeline

Written by Procare Training
Updated over a week ago

This article applies to online version only (without desktop).

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.

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