Building email templates on EdCommerce

Set up branded email templates for the notifications EdCommerce sends to students and admins — booking confirmations, sign-in credentials, password resets, and lead-form confirmations. Covers the notification types, customizing content blocks and templates, and choosing who receives each notification.

Creating email templates for your team can save time and ensure consistency in your company's communications. In just a few simple steps, you can build email templates on EdCommerce, incorporating your branding and design elements.

Types of email notifications

1. Booking confirmations

• To: Students — 'Student - Booking confirmation'. The student will receive a notification informing them that the booking has been created, and that you will contact them to continue with the application process.
• To: Admin Users — 'Admin - Booking confirmation'. The Admin users of your EdCommerce account can also receive a notification when a student makes a booking through the platform.

2. Sign-in credentials

• To: Students — 'Student - Sign-in credentials'. The student will receive an email notification with their login and password credentials.
• To: EdCommerce Admins — 'Admin - Sign-in credentials'. Your admin users will receive an email notification with the login and password credentials.

3. Password reset email confirmation

• To: Students — 'Password reset email confirmation'. The student will receive this email notification to reset their password.
• To: EdCommerce Admins — 'Admin - Password reset email confirmation'. The admin users will receive this email notification to reset their password.

4. Lead form confirmation

• To: Students — 'Student - Lead form confirmation'. When a student fills out one of your lead forms, they will receive this email confirmation, letting them know that their information has been received correctly.
• To: EdCommerce Admins — 'Admin - Lead email confirmation'. This email will be sent to admin users, informing them that a student has filled out the contact form.

How to customize the content of your email templates

The first step is to navigate to the settings section of your EdCommerce site > Email Templates > Builder.

Header Image

The first field allows you to upload a header image to include in your emails, such as your company logo or other branding elements. This instantly enhances the recognition of your emails and reinforces your company's brand identity.

Content Blocks

Content blocks are all the pre-designed elements that compose an email, including the header, body, footer, and call-to-action button. You have the flexibility to enable or disable these blocks and customize them according to your requirements.

It's important to understand the distinction between "Content Blocks" and "Email Templates":

• Content blocks refer to the area where you can customize and design the content of your email.
• Email templates define the overall structure of your email, which can include different content blocks with predefined content.

To work with content blocks:

• To create a new content block, click the blue Add Content Blocks button.
• To edit a content block, click the 3 dots icon and then Edit. Both options open a preview of your content block on the left side of the screen; on the right side you can modify the title, subtitle, description, and other details. Once you're satisfied, save it and it will be available for use in your email templates.

In the Content Blocks section you will also find a block designed for the footer of your emails, as well as a block for your contact details. You can drag and drop these two blocks at the end of your emails to provide additional information and ensure compliance with legal requirements.

Email Templates

Once you have customized all the content blocks, it's time to customize your email templates, which define the structure of your emails. Scroll down until you find the Email Templates section, then follow the same process:

• To create a new template, click the blue Add design button.
• To edit a template, click the three dots icon and select Edit.

You will then get access to the editor, where you can modify the structure of your email template. On the left side you'll see a preview of the notification email template; on the right side, a list of content blocks created previously. Toggles next to each content block let you activate or deactivate them, and you can drag and drop active content blocks onto the email preview to arrange them. Don't forget to save your design before leaving the page.

How to set up who receives your email notifications

To set up the recipients for each email template, go back to the main section, click the 3 dots icon, and select Edit Teams. Here you'll find a list of all the teammates you've added to the EdCommerce platform. Depending on the email template you are editing, you can select the person who will receive notifications whenever a student makes a booking, creates an account, or requests more information through the contact form.