Creating and Editing a Communication Template

To create and edit a communication template, complete the following steps:

  1. Select System Administration in the top navigation bar to open the System Administration menu along the left side of the page.
  2. Expand the Communications options in the left navigation menu and select Communication Templates.
  1. Select the + icon in the Communication Templates header to open the Create New Communication Template window.
  2. Enter a name for the communication template in the Template Name field.
  3. Choose the communication type from the Type list. For more information on specific communication template types, see the following pages:
    • Disbursement Notification
    • Financial Aid Offer
    • Outstanding Requirements
    • R2T4 Post Withdrawal Disbursement
    • R2T4 Return of Funds
    • College Financing Plan
  4. Optionally, enter a subject in the Default Email Subject field to be used when sending the communication. Users can change the subject from the default when they send the communication.

A success message is displayed in the upper right portion of the page letting you know the communication template has been created.

Note: This communication template is now available to send to students. See the additional topics linked in the sidebar for more information.

Within the template editor, you can add conditional text and insert student data such as specific fields values or list of awards or requirements. For more information on designing your template, see Communication Templates for a breakdown of the template editor.

Below is an example of the template editor and a populated financial aid offer letter template. The field aliases and student data blocks are color coded and are replaced with information and data tables that pull from the student record in the output.

The template editor with a populated example of Financial Aid offer letter template example.

A success message is displayed in the upper right portion of the page letting you know the communication template has been updated.

Tip: You can preview a communication template by selecting the Preview button, entering a Student ID, choosing the academic year assigned to the student, and selecting Preview.