Email templates save time and simplify communication with prospective families. Personalizing them with guardian and student details creates a meaningful experience with minimal effort. When paired with automations, they boost efficiency and ensure consistent, thoughtful engagement.
Create an Email Template
Email templates can be simple or stylized. A stylized email often includes elements like your logo at the top, giving it a polished, newsletter-like appearance. In contrast, simple emails consist of plain text, making them an excellent choice for creating a more personal and less promotional tone when communicating with families.
Simple Email Template
From your Playground CRM, click the Marketing tab, and then click Emails.
Click the blue Add Email button in the top right corner of the screen, then click From Scratch.
Add a name for your email and select Simple. Then click the blue Add Email button.
Add a subject to your email and then type the body of the email. You can personalize the email with any properties you have set up in your CRM. Click the white Personalize button to add a property.
When you are done, click the blue Save button.
Stylized Email Template
From your Playground CRM, click the Marketing tab, and then click Emails.
Click the blue Add Email button in the top right corner of the screen, then click From Scratch.
Add a name for your email and select Stylized. Then click the blue Add Email button.
The stylized email template builder will open. Add a subject to your email by clicking the pencil icon underneath the name of your email. You can also change the name of the email by clicking the pencil.
If you want to add Preheader Text (the short summary text that follows the subject line when viewing an email from the inbox), click the Body tab on the right side and find the Preheader Text box underneath the Email Settings section.
Drag and drop blocks from the right hand side to build out your email.
To add personalized information based on lead properties, drag and drop the Text block.
Click the textbox to edit the text. Editing tools will appear.
Click Merge Tags and select which property you would like to add.
The merge tag will be added to the text box. Edit the other text to create your message. The content in {brackets} will be populated by the information pertaining to the tag.
Stylize the email in other ways like adding images, headings, color, etc.
The sent email looks like this (automatically filling in the personalized merge tags with the lead and organization's information accordingly).
When you are done, click the blue Save button.
Edit and Delete Email Templates
To edit an email, click the pencil icon.
💡 If you are updating an email template that is used in an automation. The newly saved email will be used for all future emails.
To delete an email, click the three dots and then click Delete.
🚨 Email templates used in automations cannot be deleted.
View Email Send History
Click on an email template to view its send history. A table will appear, showing details such as the time the email was sent, the number of times a lead opened it, and the number of link clicks within the email.
