{"id":5437,"date":"2020-05-11T15:42:27","date_gmt":"2020-05-11T22:42:27","guid":{"rendered":"http:\/\/blog.quickschools.com\/?p=5437"},"modified":"2023-06-16T03:14:44","modified_gmt":"2023-06-16T10:14:44","slug":"module-based-email-templates","status":"publish","type":"post","link":"https:\/\/blog.quickschools.com\/2020\/05\/11\/module-based-email-templates\/","title":{"rendered":"Module-Based Email Templates"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div>\n<p class=\"wp-block-paragraph\">In the recent <a href=\"http:\/\/www.quickschools.com\">QuickSchools<\/a> release on May 6, 2020, we introduced some <a href=\"https:\/\/blog.quickschools.com\/2020\/05\/06\/new-release-may-6-2020\/\">new improvements<\/a> to our Email Templating module. This article aims to highlight a few key features of this capability.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Email Templates feature is currently available in several modules, namely:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/blog.quickschools.com\/2015\/05\/04\/email-templates-for-admissions\/\">Admissions<\/a> (Inquiries and Applications)<\/li>\n\n\n\n<li>Online Forms (including <a href=\"https:\/\/blog.quickschools.com\/2015\/04\/28\/email-templates-auto-respond\/\">Auto-Responders<\/a>)<\/li>\n\n\n\n<li>Fee Tracking<\/li>\n\n\n\n<li>Report Creator (includes <a href=\"https:\/\/blog.quickschools.com\/2018\/06\/01\/scheduled-emails-beta\/\">Scheduled Emails<\/a>)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When accessing a record in these modules, there is an \u201c<em>Email<\/em>\u201d button that allows you to send emails that utilize fields from the module. Here\u2019s an example from the Admissions module:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/ahMMBP5fSwpHnW8k5vCwcjp41O6V2Sbwtxytoq84roqMnRlPEZ4iUNzNLpqYT2ngZMGhMdhELWLVXahIPtnEH3G_COm3lVcC0GViCbXAwqdfBRtQoLD3m0ay38JXSsDechhNAFOJ\" alt=\"quickschools Module-Based Email Templates\"\/><figcaption class=\"wp-element-caption\">Send Emails from the Admissions module<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You then have the option of creating an ad hoc email, use a template, or view the history for this record:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/2Bn8BcljfsK6brKV4oS2XC_2lSisV5V0caDv0W_akF_0hZaw0BXnbGuRFM-nOaBxjA2eLqnl3g7JCCBpHI-c7FCOEZI__uNF-sRhriLlYWlY0Wo027IbNEYgN-dF-D9FkZNfh1ge\" alt=\"Options when using the Email Template capability\"\/><figcaption class=\"wp-element-caption\">Options when using the Email Template capability<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Each module has its own set of fields that you can use. Just click on the \u201c<em>Insert Field<\/em>\u201d link to view list of fields:<\/p>\n\n\n\n<!--more-->\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/k8z1QyZPHvxzqVNxqX043vndFh_6sGxtW-zT3tLY62hwkVRwnxeRvKC_B79QtCybOhSBbZ5GDFr5ElvR5JUshiL-sDO5TfiuqomMVR1Y1HqfuE0ZM2P4fTuIiem2OMg2R1DTT4Xs\" alt=\"guide for quickschools Module-Based Email Templates\"\/><figcaption class=\"wp-element-caption\">Create an ad hoc Email using fields from the module<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Clicking on a field will insert that field into your template:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/hCDGrXSC1eWmzAslFXNXlKXZs4qfR6oI-iB1SssjQ46z7Xlu4BVugyPja-iDRFCLOnTGWVw65Nr-4qOI30nT1a5VFILeES4_LQVF2rdtMP1rYhHyfx_r9_Gg94mCFXqRVSxd5HZu\" alt=\"step by step for Module-Based Email Templates\"\/><figcaption class=\"wp-element-caption\">Insert fields from the module into your email<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you find yourself sending the same emails over and over again, you can create email templates:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/zY9okiaeDmnsgtIsyqqXqLFrUpmZnKRUgQ3gJX-r055bcWrT_gYzmFvOcnzvx-yFAIWiYBz2ZclvujAyBzIjZhSxpb8ABSMT0CezfJTO6NzNnFmDI3R70EE114yjMZfqOS3HNkOZ\" alt=\"manage email templates\"\/><figcaption class=\"wp-element-caption\">Create Email Templates to be re-used again<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Inserted fields can also be used for the Subject and Email Address fields too.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/uTuT1-uFsKEU3z46zE-8IbGXT2qCg8Civzo0i5v8c7fe4liwWNHvCkPyjv44W38viW64icqH-46wFNYuLLdI2EDkRuVRn9xVQ2SiywIVXMMe7y9OR9qozs1Rw0xLSFGZeIQk8bpm\" alt=\"how to add email templates in quickschools\"\/><figcaption class=\"wp-element-caption\">Inserted fields can be used for Subject and Email Address fields<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Emails sent via the Email Templates module are tracked separately. Click on the \u201c<em>History<\/em>\u201d link to view all emails that were sent out for a particular area.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Bulk Send Emails<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Certain modules have the ability to send bulk emails. Just select all the records affected via the check boxes on the left, and then select the \u201c<em>Bulk Email From Template<\/em>\u201d option. Here\u2019s an example from the Fee Tracking module:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/KZJA5nlCMzb-JFYEOUzq6cSVcR-QKscCz-HH23yMvr4kOOqDiEQc-yXAKkQqr7df_8gVSRde2ZrUZelAfwmud8rMPgYXd4oJMCIt8wtdiB856VJuPyf47sgBx4iZqE9ZnHUMSzJx\" alt=\"send bulk emails with quickschools\"\/><figcaption class=\"wp-element-caption\">Bulk Send Email from the Fee Tracking module<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After creating your email (either ad hoc or via template), clicking the \u201c<em>Send Email<\/em>\u201d will actually give you the option to \u201c<em>Preview<\/em>\u201d or \u201c<em>Send<\/em>\u201d emails for individual records:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/bdaTvrm0zLMErlvUy13TRcZVsiwkhZypunQq8xXsU1C7h_76hLPhyAn3csji66RPqtVexkJeEvrEELlqJqhCHSLBlr1OALFDAR_5iRUs51LineTD77nuXOicMBwqBGDUvNXzRMH5\" alt=\"how to send bulk emails with quickschools\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can send out the first few emails manually, just to see how it all works. To send emails for all records on the list, you can click on \u201c<em>Send all remaining<\/em>\u201d at the bottom of the screen.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Reporting on Templates<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">We have a few reports that you can use to review the Email Templates that you\u2019ve created for the various modules:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/m9yfqwUCKVDgTjuEKe_ctBxprucdsrm1xbP9m4QidACfwvdvvfXw_jHmpZ7JPOluiaE0FRB1M1g5nF8z5nEiZyRN00Sk_cBy08CPhLSXFSGRGxHLmtbqz_8K7zXGmq77UGY_MRK4\" alt=\"reporting on templates\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a sample of what the report looks like &#8220;<em>Email Templates<\/em>&#8221; report looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/KdA_aq-jrtyvZ46DA_PFBfNqf8L_2ZRTQFTEj5GaBSUdeWKcbXFXd77s2PtpHBXcCSKRjBAlTpkd9sf00jNvMBxrmYq5WfMtQ3EuFpJuRrpUJLz_ofFSH_10xHD7ElUPaDhHfEuc\" alt=\"sample of email templates with quickschools\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019d like to see the Email Template feature expanded to other modules not listed here, please let us know via email or chat, or leave a comment below. We look forward to hearing from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the recent QuickSchools release on May 6, 2020, we introduced some new improvements to our Email Templating module. This article aims to highlight a few key features of this capability. The Email Templates feature is currently available in several modules, namely: When accessing a record in these modules, there is an \u201cEmail\u201d button that [&hellip;]<\/p>\n","protected":false},"author":5617131,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[46802671,28883],"tags":[],"class_list":["post-5437","post","type-post","status-publish","format-standard","hentry","category-new-features-releases","category-tips-and-tutorials"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Module-Based Email Templates - QuickSchools Blog<\/title>\n<meta name=\"description\" content=\"We introduced some new improvements to our Email Templating module. 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