What is covered in this article?
Why is this important
Whenever a family fills out an Enquiry Tracker form, including the General Enquiry or Information packet forms, we recommend that schools regularly review, refresh and update their emails to ensure that each and every opportunity to interact with prospective families remains a positive reflection of your school brand.
Editing Master Emails / Messages
Master template emails / messages are applied to their relevant forms by default and can be changed at any time by School Admins via the Admin settings in Enquiry Tracker. Master templates provide schools with an easy method of applying their preferred communication content to all future form types without the need to edit each individual occurrence.
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Go to Admin > Messages
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Locate the General Enquiry Form Message section.
Note: If your form name has been changed, it will also be reflected in the name of this section. For example, if you changed General Enquiry form name to be Contact Us, then the section heading will be displayed as Contact Us emails.
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Find the email which you wish to modify and click the green pencil (edit icon) to open the email text editor.
- Update the email content and settings accordingly.
- Click Save to make sure changes are applied
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Note: Any changes made to these emails will take effect immediately. So any new form submission will receive these new edited emails. These emails will only be sent if they are Activated |
| Tip: The use of fields within an email allows for a more personalized approach to your email messages. These can be inserted anywhere within an email by using the Insert Fields dropdown box |
| Tip: Enquiry Tracker recommends sending a test email after completing any changes. To do this, simply click the Send a Test Email icon, enter your chosen email recipient address and click Send Test |
Other Features
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To delete an individual email, simply click the trash can/’Delete’ icon located within the Actions column.
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To delete multiple emails at once, select them via the checkbox located to the left of the Subject column and click the Delete Selected Item(s) button.
- To add a new email, click the + Add New button. Add your email content and preferred settings before clicking the green ‘Save’ button.