How to | Manage Email Templates

Email templates are the key to getting your school on the right track. Whether it's communicating to individual students/leads or using the "Send" tab to send school-wide email campaigns, email templates are a big part of an effective GB School. Use this information to help you navigate, view, edit, existing email templates, and/or create new ones. 

Contents:

1. Navigate to the Datastore
2. Review/edit existing Email Templates
3. Create new Email Templates

 1. Navigate to the Datastore:

1. Navigate to the "Settings" section of your software. (Found in the 3x3 grid menu icon in the upper right corner).
2. Select 'Settings' from the Members Main Menu (3x3 grid icon, upper right)
3. Click on “Datastore” in the left-hand menu
4. Select “Email Templates” from the menu

 2. Review existing Email Template Records:

1. Click the magnifying glass icon to populate the existing records.
2. You can click on the item or, from the 3 dots in the right hand side, select to view or edit. 

3. Create new Email Template Records:

1. Select the "New Record" button in the upper right. 
2. Name your template and determine the category: Lead, Member, Men, Women, etc. 
3. Choose your email subject - the first thing that will be seen.
4. Design your email by choosing the design blocks and content elements. 
5. Don't forget to scroll to the bottom and press "Submit".

Need Assistance?

For further assistance or clarifications, please contact software@graciebarra.com or chat with us directly in GB Members. 

For non-software related inquiries about your GB School, reach out to support@graciebarra.com 

Additional Training Resources: While we are still building out this Help Center, you can find additional information within this user guide to help you easily navigate the software. There are also more screen-recorded videos in this Google Drive. 

Feedback and Feature Requests:

We value your feedback and suggestions. Please fill out this form if you have any feature requests or improvements. Your opinion is crucial in enhancing our services. https://graciebarra.link/crm-feature-request