Create a new template

As a school, you may want to create your own templates to standardise communication with parents and carers.

How do I create a new template?

Step 1. Go to the Settings area by clicking on the circle icon with your initials and selecting 'Settings' from the drop-down Screenshot 2024-04-02 at 11.02.52


Step 2. Select "Manage Templates from the left-hand side Screenshot 2024-04-02 at 14.58.15


Step 3. Select the 'Create new template' button

Note: This is where all your school's templates can be found, checked and customised. For guidance on amending templates click here 

Screenshot 2024-04-02 at 14.59.05

Step 4. Fill in the fields illustrated below, making sure you select the correct template type and media type from the drop-down menus

Top tip: There is a Quick guide on the templates page to help you

Screenshot 2024-04-02 at 15.00.35

Step 5. Create your template using the dynamic data from the Fields drop-down menu, adding your own text along with the dynamic fields.

Important: A template type must be selected to see the 'Fields' drop-down. Only fields within the template that you are creating should be used, never copy and paste others from a different template this could cause an error creating a blank page when you go to send a notification.

Screenshot 2024-04-02 at 15.02.15

Step 5. Click 'Save'. 

Screenshot 2024-04-02 at 15.04.23

Click here if you wish to amend a template

Click here to troubleshoot if you are seeing a blank screen when sending notifications