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

You will most likely send certain messages over and over to your enrollment pipeline. For example, when an opening becomes available for a family on your waitlist, or when a family first fills out your form and you are reaching out to obtain more information. 

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

How to Create Templates for CRM Messaging

Go to Lead CRM > Configure, and click on the Manage Templates button. 

From here, you'll see a screen with a few sample templates and any templates that have been saved to your account. 

Use the ellipsis (...) at the end of the row to edit or delete a template. Click on the "New Template" button in the upper right to start a new template draft. 

You will see the same message editor as you do when composing a message for your leads. However, the only option at the bottom is to Save Template.

Using your Templates

After saving your templates, go to Lead CRM > Communication and click on "New Message" in the upper right. 

Select "Choose from Template" to auto-populate your message with your template. Make any adjustments as needed, then send the message.

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