You can create a new e-mail template by copying a PlusPortals e-mail template, editing its contents, and renaming it. You can use the preset list of macros, which are automatically replaced with your school's information when you send the e-mail, to further customize your new template.
You cannot copy the Forgot Password and Automated Notifications templates using the steps below. To copy these templates, use your keyboard shortcut keys to copy the content from the template and then paste it into a blank e-mail template.
To copy an e-mail template, follow these steps:
- On the navigation bar, click Setup > E-Mail Setup.
- In the E-Mail Template drop-down list, click the template you want to copy.
- At the bottom of the Customize E-Mail Templates page, click Create New Template > Copy Current.
- Type the Template Name.
Edit the Subject and Message Body.
Available Macros, located to the right of the Message Body, displays a list of preset variables called macros. The macros are automatically replaced with your school's PlusPortals information when the e-mail is sent. For example, the [school.name] macro is automatically replaced with your school's name. You can add a macro to the Message Body by typing the macro exactly as it appears in the Macro column.
- Click Save.
The image below shows an example of a sent e-mail containing macros.