Creating email templates

Last updated: October 16, 2026

Email templates: Settings > Company > Email > +New Template (Admin only). Title + subject + body + attachments. Use via Students > Send Email > Templates > select. Common types: onboarding, reminders, follow-up, thank-you, market-specific. Also covers payment reminder templates (requires EdWallet): customize per-send on a Payment Request, or set defaults under Settings > Company > Emails > Templates + Notification emails for sale payment plans; Per-Sale overrides defaults; payment button always included.

Reusable email templates save time and ensure consistency across student communications.

Creating email templates

Permissions

Only users with Admin role can create email templates.

How to create

Settings > Company > Email > + New Template.

For each template:

  • Title (internal identification).
  • Email subject.
  • Email body.
  • Attachments (optional).

Edit or delete

  • Click a template in the list to edit.
  • Click the bin icon to delete.

How to use templates

Any user can use templates when sending emails to students.

  1. Go to Students in the right side menu.
  2. Select the student.
  3. Click Send Email > Templates.
  4. Select a template from the list.
  5. Double-check and customize specific details.
  6. Click Send.

When to create new templates

  • Onboarding emails (welcome, account setup).
  • Reminder emails (deadlines, upcoming dates).
  • Follow-up emails (post-proposal, post-application).
  • Thank-you emails.
  • Custom market-specific templates (per language or destination).

Email templates for payment reminders

Customize payment request and reminder email content for consistency and brand.

What can be customized

  • Email subject line and body.
  • Attachments (optional).
  • Default templates for the team.
  • Timing settings (when to send and how often).

Prerequisite

Active and fully set up EdWallet account.

How to customize when sending a Payment Request

When creating a Payment Request from the Sales section:

  1. Fill in payment details.
  2. In the email editor, choose:
  3. Send the request as usual.

How to set default email templates for the team

  1. Settings > Company > Emails.
  2. Scroll to Templates section.
  3. Click + New Template, add content, Save.
  4. Use a clear name for easy identification.
  5. Scroll to Notification emails for sale payment plans.
  6. Configure default templates for:

Defaults preload whenever these emails are sent. Users can override per-Sale if needed.

Important

  • The payment button always appears in payment emails.
  • Users can override the default per-Sale.
  • Files can be attached to these emails like any other email template.