Create a New Email Template
This page contains instructions on how to create a new email template in Paradigm.
Overview
As a Provider, you have the option to create or add data resources in Paradigm, e.g. email templates, should the need arise. These templates can be added with dynamic data or merge fields that we make available for you to use in creating the content. This article provides a workflow on how to add a new email template, along with a template example.
Available Email Merge Fields
BE ADVISED:
We have no plan for adding any new email merge fields at this time. More complex use cases should be handled by using the Paradigm reporting engine to generate and attach a file to the email communication event.
Merge Fields | Brief Overview |
{email_from} | This is the email address of the sender |
{email_from_first_name} | This is the first name of sender (blank if the sender is a provider) |
{email_from_last_name} | This is the last name of sender (blank if the sender is a provider) |
{url_read_tracker} | This is a 1-pixel image that, when added to an email, will upon opening of the email by the receiver mark the email as open within the system |
{email_first_name} | Student / Receiver's first name |
{email_last_name} | Student / Receiver's last name |
{student_number} | Student’s number issued by provider |
{email_subject} | The communication event/email subject |
Workflow
Choose Providers > Add Content menus on the side.
In the EDIT DATA RESOURCE section, each of the highlighted fields must be given a value. Refer to the guide below.
(A) Purpose – Select the most relevant purpose of the template from the drop-down list.
(B) Category – Select the most relevant category from the drop-down list.
(C) Data Resource Name – Enter the template name here. The name entered here will also become the Email Subject when this data resource or email template is used.
(D) Data – Enter the body of the message or the template here. Refer to the table above for a list of merge fields you can use in your template.
(E) Status – Select the status of your template here. The status must be set as Published to enable the template to be used.
(F) Permission Level – Select the minimum permission level required for a user to be able to use this template.
(G) Template Name – *The content of this field will appear in the Communication Template Message drop-downs. You can copy the same name from the Data Resource Name field above.
After filling in the required fields, click the SAVE DATA RESOURCE button.
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