How to edit event Emails / Messages

What is covered in this article?

How to Edit Event Emails / Messages
Editing Master Emails / Messages
Editing Event Specific Emails / Messages
Other Features

Enquiry Tracker recommends that schools regularly review, refresh and update their Event emails to ensure that each and every opportunity to interact with prospective families remains a positive reflection of your school brand.

Emails can be edited in two ways:

Editing the Master emails / templates, any changes will be applied to events created after the changes were made, or
Editing the individual emails for an existing event

Editing Master Emails / Messages

Master template emails 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.

Go to Admin > Messages
Locate the Event Registration Form Messages section

Find the template which you wish to modify and click the green pencil (edit icon) to open the email text editor.
Update the text content and settings accordingly.
Click Save to make sure changes are applied

Note: Any changes made to master templates will only take effect for any Events (or Appointments) created after the changes have been saved. They will NOT be applied to any existing events.

If you are seeking to edit emails for existing events please see the next section.

Editing Event Specific Emails / Messages

Go to Events > Events List (or Appointments List).
Find the event you are wishing to make email changes for and click the green pencil (edit icon) to open up the Event Details editor.
Scroll down to Event Registration Form Messages.
Find the email type which you wish to modify and click the green pencil (edit icon) to open the email text editor.
Update the text content and settings accordingly.
Click Save to make sure changes are applied

Tip: The use of insert 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

To delete an individual email, simply click the trash can/’Delete’ icon located within the Actions column.
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.

How to Edit Event Specific Emails Video Tutorial: