Curriculum
Course: Templates - Setup
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Curriculum

Templates - Setup

Overview of Templates (letters, emails, sms)

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Lesson - Templates (letters, emails and SMS)

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Lesson - Report Templates

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Lesson - Email Template

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Lesson - SMS Template

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Video lesson

Email Template

In this lesson, you’ll learn how to use the Email Template feature in TEAMS to build professional, consistent communication with applicants, students, agents, and more.

  • Accessing the Email Template Screen
  • Creating a New Email Template
  • Editing and Deleting Templates
  • Sending an Email Using a Template
  • Sending Bulk and Tracking Emails

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.