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      How to Create Email Templates in the CRM & Cohort Center

      This article applies to the following role permissions: ConexED Administrator - Department Director - Group Manager - Faculty/Staff

      Effective email communication is essential for engaging and supporting students throughout their educational journey. ConexED's Email Templates allow institutions to streamline messaging by using consistent, customized emails across Cohorts, Registration Forms, and Drip Campaigns. Centralizing email management in this way improves both accessibility and administrative efficiency.

      Accessing the Email Template Builder

      To access the Email Template Builder in ConexED:

      1. Navigate to the CRM & Cohort Center from the main navigation menu.
      2. Select Messaging Center.
      3. Click on Email Templates.
      Animated walkthrough of a user accessing the CRM & Cohort Center in the ConexED interface. The user navigates the left-hand side menu, passing options like Business Intelligence, Student Support Directory, and Scheduling. The user stops at and clicks the 'CRM & Cohort Center' button, which is marked with a red indicator showing new activity or features. A tooltip labeled 'Click' appears to guide the action

      Creating a New Email Template

      Here, you can manage your email categories, existing email templates or create new ones.

      1. Click the Add Email Template button to begin.

        Email Templates screen showing buttons to create and add a new email template.
      2. On the “Create Email Template” page, enter:
        • Email Subject: This will appear in the recipient's inbox.
        • Email Body: Use the rich text editor to craft your message. Below is a breakdown of the customization options available for building and formatting email templates:
          • File, Edit, Insert, Format, Tools, Table – Standard formatting tools for composing and organizing text and layout.
          • Short codes: Use short codes to customize your email template for the recipient. You can choose to include the recipient's Name, Email, or Phone number to make the message more personalized and relevant to the individual.
          • Forms: Include a link to an existing Registration Form, allowing students convenient access directly from their inbox. 
          • Meetings: Offer students your scheduling link to streamline the scheduling process and provide easy access for students.
          • Milestones: Include links to specific milestones that students need to complete. Directly linking to these Milestones simplifies the navigation process for students and encourages timely completion.

        Users can easily apply different formatting styles, adjust fonts, align text, incorporate colors, and more to enhance the visual appeal of their documents or presentations. These tools offer flexibility and creativity in design, empowering users to tailor their content to specific preferences or branding requirements effortlessly. 


        Create Email Template highlight the “Email Subject” and “Email Body” fields, and a note in the bottom right corner explains that the diagonal resizing lines are used to enlarge the modal window.

        Please Note: If your laptop is in Tablet Mode, the resizing lines used to expand the modal window may not be visible. To adjust the modal size, ensure Tablet Mode is turned off so that the resizing handles are accessible.

        Although our email templates are user-friendly and do not necessitate any HTML coding knowledge, you have the flexibility to edit the Source Code of your email template for a truly customized experience:

        Close-up view of the email editor toolbar in ConexED. The "Tools" menu is open, and the "Source code" option is highlighted in a blue tooltip. This allows users to view or edit the email body in HTML format.

        Email Header Banner Image

        Upload an optional image to display at the top of your email (e.g., school logo or banner).

        This can help brand your communications and provide a professional look.

        Upload section for adding an email header banner image with an uploaded file displayed.

        Create Template Button

        Once all required fields are completed and formatting is finalized, click “Create Template” in the bottom-right corner to save your work and make the template available across:

        • Drip Campaigns
        • Registration Forms
        • Cohort communications