1. Home
  2. FAQs
  3. FAQ Communicator
  4. How Do I Create and Edit a Template?
  1. Home
  2. Communicator
  3. How Do I Create and Edit a Template?

How Do I Create and Edit a Template?

Create and edit a template in Edulink One through your Messages function at the bottom of your screen.

Click on Messages and then New Message to create or edit a template.

Messages Icon

Next, select the user group you would like to send the message to, either Learners, Employees, Admissions or Leavers. If you intend to message learners’ parents, then select Learners here. You can also select specific individuals or groups here.

Click Next Step.

Select your user group

Then, select your recipients. You can exclude any recipients here by clicking on their image or by unticking the box by the Recipient Name column and retick any images of individuals you would like to email. If you find that the recipient’s email is missing, you can export an undeliverable list and contact the recipient in another way.

Select your recipients

You can select the type of template you would like to create from the dropdown menu. You can create templates for email, SMS, push notifications and Push|SMS.

Once you have selected the intended recipients and template type, click Next Step.

Create a Template

To create a template, you must write a message subject and your message before creating it. Then click on the +CreateTemplate button to open the Create Template window.

Example message

You can select a global template that is available to all staff here, a template previously created or you can create a new template if you will be sending out the message frequently.

If you choose to create a new template, name your template and select if you would like the template to be Global, meaning all staff would have access to this template.

Create a Template
+CreateTemplate
Edit a Template

Once you have created your new template, you can edit the template. First, select the template from the Select Template dropdown menu and edit the template details.

Edit a Template

Then, press Update Template once you are ready to save your template. The signature that has been configured in the Communicator tab will be at the bottom of your messages.

Update Template
Update Template

Toolbar: You can customise your templates by using the toolbar to select font size and family, bold, italic, underline, strikethrough, background and foreground colour, alignment and links (hyperlink).

Tool Bar
Toolbar

Attachments: Select the Attachments button at the bottom of the message pane to attach documents, images etc., to your message.

Select the document you wish to upload and press Open to attach.

Attachments
Attachments

Select the send date and time, add in any variables and include a reply address before sending your message.

Edit a Template: Date, variables and reply address.

Lastly, click Send to send your message.

Send Message

For more on templates, see the following article on how to manage a template.

MIS Compatibility

MIS Compatibility
Updated on 5 June 2024

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support