The email editor in the enrollment funnel allows you to fully customize the automated messages families receive at each stage of the application process. Whether you’re confirming an application, welcoming a newly accepted student, or notifying a family of a waitlist status, you can tailor each email to match your school’s voice and branding. The editor supports drag-and-drop content blocks, dynamic personalization using variables, embedded images and buttons, social media links, and even custom HTML. With these tools, you can create polished, informative emails that make your enrollment process feel clear and professional from start to finish.
How to Access the Email Editor
To open the email editor, start from your Admin Dashboard:
Click the Enrollment tab.
Select the enrollment listing you’d like to edit.
At the top of the column for the status you want to customize (e.g., Applied, Accepted, Dropped), click the three dots in the top-right corner.
Choose Customize Email from the dropdown menu.
Default Email Layout
When you open the email editor for the first time, you’ll see a prewritten message already in place. Below is an example of the default automatic email sent to families when a student applies for enrollment:
This default message includes a thank-you note, app download links, and several dynamic fields known as variables. These variables allow the email to automatically pull in information that’s specific to each family or application—like names or listing titles—without requiring you to update the content manually.
If you click the Variables button at the top-left of the editor, a side panel will open showing the available options. To insert a variable, click the clipboard icon next to it to copy the tag, then paste it anywhere in your email. The system will automatically fill in the correct information when the email is sent.
In the next sections, we’ll walk through all the ways you can customize the email to better reflect your program’s voice and priorities.
Editing the Content of Your Email
Editing the Content of Your Email
The right-hand panel of the email editor includes three tabs: Content, Blocks, and Body. Each tab serves a different purpose in customizing your email:
Content is where you’ll find drag-and-drop elements like text, images, and buttons.
Blocks gives you a structural overview of your email and allows you to add or edit layout sections.
Body lets you control the global styling of the email, such as font choices and background color.
You’ll likely use all three when building or updating your email. Each one is broken down below.
Content
The Content tab includes all the drag-and-drop elements you can use to build your email. This is where most of your editing will take place. You can choose from the following block types:
Columns | Add a layout section that lets you place elements side-by-side. |
Button | Add a clickable call-to-action linking to a website or form. |
Divider | Visually separate sections of your email with a horizontal line. |
Heading | Insert bold titles or section headers. |
Text | Add custom paragraphs or updates to your message. |
Image | Upload logos, banners, or other images. |
Menu | Add a horizontal list of navigation links |
HTML | Embed custom HTML for advanced formatting or features. |
You can drag any of these elements into your email layout, rearrange them, or remove them at any time.
Blocks
The Blocks tab gives you an overview of the structure of your email. It shows a list of all the blocks you’ve added and lets you select any one of them for quick edits. When inserting a new block from this tab, you’ll be prompted to choose a layout (e.g., full width, two columns, or three columns) before adding content.
Body
The Body tab controls the global styling of your email. From here, you can:
Change the background color
Adjust the default font and font size
Set the overall content width
Customize default padding, alignment, and text styles
These settings apply to the entire email and help ensure your design stays consistent throughout.
Previewing Your Email
Before saving your changes, you can use the Preview button (the eye icon in the top-right corner) to see how your email will appear on different devices. This helps ensure your content looks clean and legible across all screen sizes.
Once you click the preview icon, you’ll be able to:
Toggle between desktop, tablet, and mobile views
Select specific screen widths (like iMac, iPhone, or iPad) using the dropdown menu
Spot formatting issues and confirm that elements are displaying as expected
Previewing is especially helpful if you’ve added images, columns, or custom HTML, as it gives you a realistic look at how your message will appear to families.
Saving and Applying Your Template
Once you’ve finished editing your email, you’ll need to save it and choose which listings it should apply to.
Click the Save button in the top-right corner of the editor.
A Save Email Template window will appear. From here, you can select which enrollment listings this template should be applied to by checking the appropriate boxes.
Click Save again to confirm your selections.
This allows you to reuse the same email across multiple programs or listings, or keep different versions tailored to specific enrollment types.
If you ever need to make changes, you can return to the same status in the Enrollment tab and re-edit the template as needed.