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?

1. Navigate to Configuration > Templates.

2. Select the email template you want to edit.

3. Modify the subject line and body content.

4. 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.