[VIDEO] Customize eForms Email Templates

When you send eForms invitation, revision request, etc. to a guardian, they receive it via email. You can customize these emails to suit your business.

Required Permissions: You must have the eForms permission enabled on your account to use the eForms feature. Sponsored centers cannot modify eForms email templates.

  1. From the menu to the left, click eForms.
  2. Click Send Invitations.
  3. Click Edit Email. The template page opens and displays the Initial Invitation template.
  4. Click the Template drop-down menu and select the email template to change.
  5. Click Edit.
  6. Update the Subject, From, and Message boxes, as needed.
    • Variables you can use to fill-in certain information are listed at the bottom of the editor (#ParentName#, #ChildName#, and so on).
    • When editing the Message, use the toolbar to format your text. You can also insert URLs, insert images, embed videos, and switch to an HTML editor.
  7. To add an attachment:
    1. Click Add Attachment.
    2. Click Choose.
    3. Browse to the attachment on your computer and click Open.
  8. When finished, click Save.

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