Navigate to Settings (Cog) -> Communication Templates
The most effective way of using comms in SELMA is to create templates. You can create templates for Emails, Email Attachments and Text Messages.
Templates are managed in sections on the comms grid where you can create, search edit, preview or delete –
To create a new template, click on the “New” button and choose to either create an email, email attachment or txt message template.
Email Templates
The new email template will need a Name and subject line.
The most important selection however is the “Context of Use” for the email template. If you choose e.g. “Student”, the template will be available for sending on a Student record. If you choose “Intake”, the template can be used to send an email to one or many student(s) from an intake.
The email can also contain Mail Merge Fields and you can insert them by clicking on the selection on the right.
Text Message Templates
Text messages can be sent from a student record, from intakes, or from classes. The text message template is designed very similarly to the email designer above; however, styling is not possible, and you will be limited to 300 characters:
PDF Attachments
Like the email body, you can also generate and build a PDF attachment that is automatically built and attached to an email message:
