Milestone 3.2 Customise your Email & Tour Templates, Test your Process

1. Customise your Email Templates

Services are able to customise their email templates to ensure service-specific information is shared and accessible to their leads.

To customise your email templates:

1. Navigate to and select the Settings tab from the header menu.
2. Select the service you wish to manage by selecting the Edit action button.
3. Click on Email Templates on the left-hand sub-menu
4. Select the email template you would like to edit by clicking on the pencil icon next to the subject.

• Add attachments using the upload button below the text editor.
• Use the placeholder button to add personalised text such as "Child First Name".
• Add other email addresses that you would like to also receive the email as a carbon copy (CC) - see CC field above the text editor

Important Note:

If you copy and paste an email template from a different file (such as a Word or Google document), you will need to replace the placeholders as they will 'break' in the copy and paste process, and the required information will not generate. This will also apply to system-generated links from the placeholders, such as waitlist confirmation and payment links.

For reference, you can download this file as a guide on the templates available in MyWaitlist and when they are triggered:

• MyWaitlist Default Templates & Triggers.docx

2. Customise your Tour Templates

There are 5 email templates associated with tour management. At each stage of a tour booking, parents will receive the following communications:

• Confirmation
• Reminder
• Thank You for Attending (includes Feedback Survey link)
• Reschedule
• Cancellation

To view the default wording, and to change each template:

1. Click Settings on the header menu and Edit on the selected service.

2. Click Email Templates on the left-hand menu bar.

3. Choose the desired tour email template you wish to customise and click the pencil icon to edit

4. Edit your email template using the text editor

5. Click Apply button to complete

The placeholder icon is useful for inserting URLs specific to tours e.g. reschedule a tour, cancel a tour, view tour details, feedback survey etc

Note: Avoid copy-pasting the placeholders outside the MyWaitlist template editor. This might break the placeholder links. Your placeholder links should look like the sample below: