How To Manage Email Template

The email templates module is where you will be able to view system email templates and create your own email templates. Templates can be set up in Storypark Manage via enterprise access (provider or organisation level). These templates can then be applied to each centre within your organisation as applicable. This will save time for your organisation, as you will only need to create the email template once, rather than per centre.

General Configuration

There are three ways you can manage your email templates. If you manage your templates at organisation level, your providers and centres can't modify the content. We recommend to manage the email templates at organisation level giving it a brand consistency. If you have different brands per provider, you can also manage the email templates at the provider level allowing it to be modified per provider. If you decide to manage it at centre level, you can customise each template at the centre level.

Step 1: Click on settings from the left-hand menu bar.

Step 2: Click on the email templates icon.

Step 3: Under general configurations, select edit at the top of the screen.

Step 4: Select the configuration level.

Step 5: Click on save once you have selected the configuration level.

How To Configure Centre Email Settings (Enterprise Access)

Step 1: Under general configurations, click on the three dots on the right-hand side of the centre's name and select edit.
Step 2: Make the necessary changes and click save.


Creating User Email Templates

This section will demonstrate how to create custom templates which you can send to guardians or staff manually at any time.

Step 1: Select the user email templates tab.

Step 2: Select the relevant subject.
Step 3: Select the green + plus button to create a new template.

Step 4: Fill in the relevant details and click on save.

Once you have created a template, it will be displayed as seen in the image below:

How To Edit or View Email Templates

How To Edit User Defined Email Templates:

Step 1: Select user email templates.

Step 2: Locate the existing template and click on the 3 dots on the right-hand side of the template. Select the edit option.

Step 3: Make the relevant changes and click on save.

View or Edit System Email Templates:

Step 1: Select system email templates.

Step 2: Locate the existing template and click on the 3 dots on the right-hand side of the template. Select the edit option.

Step 3: Here you can view or edit the email template. Once you have made any changes, select save.


Important: For existing email templates, please do not remove or alter the wording in between any of the curly brackets "{" .

For more information, please browse through our support documents or alternatively contact our support team.
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