This article explains how to create and edit email templates used in automated workflows, including how to use merge fields and link templates to workflow actions. Each template must have both English and Afrikaans versions.
Fease > Configuration > Templates
How do I edit an email template?
Navigate to Configuration > Templates.
Select the email template you want to edit.
Modify the subject line and body content.
Save your changes.
What merge fields can I use?
Merge fields automatically insert account-specific information into each email:
Account holder name: Personalises the greeting.
Outstanding amount: Shows the current balance owed.
School name: Pulled from d6+ Plus Finance.
Principal name: Included if personalised emails are enabled in Settings.
How do I link a template to a workflow action?
When adding or editing a workflow action, select which email template it uses. Each action can have a different template assigned for English and Afrikaans.
Frequently asked questions
Do I need both an English and Afrikaans version of every template?
Yes. Each email template must have both an English and Afrikaans version. The correct language version is sent based on the parent's language preference.
Can different workflow actions use different email templates?
Yes. Each workflow action can be linked to a different template. For example, the friendly reminder and follow-up reminder can have different tones and content.
Where does the school name in the merge field come from?
The school name is pulled from d6+ Plus Finance. To change it, update the school details there and the change will sync to Fease.
Last updated: March 2026 | Version 2.0
© Copyright d6 group (Pty) Ltd.
Related Articles
How do I customise SMS templates in Fease?
This article explains how to create and edit SMS templates for workflow actions in Fease, including character limits, merge fields, and linking templates to actions. Fease > Configuration > Templates How do I create or edit an SMS template? Navigate ...
How do I add follow-up actions to a workflow?
This article explains how to add, configure, and customise individual follow-up actions within a Fease workflow, including setting age brackets, action types, recipients, and templates. Fease > Configuration > Workflows > [Workflow] How do I add a ...
How do I set up my school logo and details in Fease?
This article explains how to upload your school logo and configure school details that appear on statements and communications sent to parents. Most details are synced from d6+ Plus Finance. Fease > Configuration > School Details How do I upload my ...
How do I fix missing contact information in Fease?
This article explains how to identify accounts with missing contact details in Fease and how to fix them so that workflow actions can be scheduled and sent successfully. Fease > Dashboard / Workflows How do I identify accounts with missing contacts? ...
What does Fease cost for letters, SMS, and services?
This article lists the costs for billable actions in Fease, including legal letters, SMS messages, and other services. It is intended for school administrators and bursars managing Fease expenditure. Fease > Reports > Communication Statement Report ...