Create a Communication Template

Platform managers create template(s) of letters that are used to create mail merges to constituents. Placeholders pull the individual's information into the letter to personalize it.

Note: For information about mail merges for enrollment and admissions, see Mail merge for admissions staff.

1. Select Core.

2. Select Communication.

3. Select Mail merge.

4. Select Communications templates.

5. Select Add letter.

6. Enter a Description to name the template.

7. Select whether should be a Master template. Master templates are available for other platform managers or mail merge managers to use in a mail merge job.

8. Select Inactive if this template should no longer be used.

9. Select whether to show the school logo in the template.

10. Select whether to show the school watermark in the template.

11. From the menu of Constituent information placeholders, view the placeholders that can be included in the letter.

    Selecting a placeholder to insert it into the HTML editor.

    Be sure to include the brackets for the placeholders.

12. Select Save & exit

To edit an existing template, select Edit next to the template name.

Note: You can copy an existing letter or select view to preview the template in a PDF.