How to create email templates

Last updated: May 6, 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.

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

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-quote, post-application).
  • Thank-you emails.
  • Custom market-specific templates (per language or destination).

Source: https://help.edvisor.io/efa/email-templates