Email Templates

Templates are the foundation of Matchpal's email system, providing consistent, reusable messages with personalization.

What Are Templates?

Templates are pre-built email formats that include:

• Fixed content (your message)
• Variable placeholders (personalized content)
• Consistent formatting and branding

Template Structure

Each template contains:

Viewing Templates

1. Navigate to Email → Templates
2. Browse existing templates
3. Search by name or content
4. Filter by category

Creating a Template

1. Click "New Template"
2. Enter template name
3. Write subject line
4. Compose body content
5. Insert variables as needed
6. Save template

Editing a Template

1. Open the template
2. Click "Edit"
3. Modify subject or body
4. Preview changes
5. Save updates

Using Variables

Insert variables for personalization:

Hello {{student_name}},

Your session with {{provider_name}} is confirmed for {{session_date}}.

See Email Variables for the complete list.

Template Categories

Organize templates by purpose:

• Onboarding - Welcome, setup instructions
• Matching - Proposals, confirmations
• Sessions - Reminders, follow-ups
• Billing - Grant notifications
• Administrative - System notices

Best Practices

• Keep subject lines clear and concise
• Use variables for personalization
• Include clear calls-to-action
• Test before sending to groups
• Maintain consistent tone

Related Documentation

• Email Overview - System overview
• Email Variables - Variable reference
• Email System - Admin management guide