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

Step 2. Select "Manage Templates from the left-hand side

 

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

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

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.

Step 5. Click 'Save'.

Click here if you wish to amend a template

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