Creating a Template for Use in Facility Approvals

  1. Log into the Back Office
  2. Click the left menu header: Form, Email. and Report Setup
  3. Click “Email Templates”
  4. The form loads
  5. Click “Add”
  6. A form loads.
    • Category: choose “Facility Reservation”
    • In Template Name, enter a unique description that will allow you to easily pick this template from a list.
    • Leave the “From” name blank for your standard email name to auto-populate.
    • Enter a Subject. Make this unique to this template, and make it recognizable. Unlike most templated emails, this will not be reviewed or updated before sending.
    • Now, write the templated email in the Message section of the form.
  • Type or paste in the required text using the menu icons at the top left that resemble a clopboard. (If you run into issues with display, paste any text into your notepad first, then copy into the editor)
  • Use the text editor options like Styles and Format to quickly make changes to the look of the email.
  • Click “check ABC” to check spelling
  • To add a box, choose the Style “special container”
  • To add bold, italics, strikethrough or underline, highlight the text and use the functions in the menu bar.

Add Hotlinks

  • Click on the link icon.
  • A form appears.
  • Enter the text to display (if text is selected, it will appear here)
  • Choose the type of link
  • Enter the address or email address
  • Save

Add Images

  • Click the space you wish to insert an image. Click the small image icon in the edit menu.
  • A form appears
  • Enter the URL of the image you wish to add. NOTE: UPLOAD THE IMAGE TO THE IMAGE LIBRARY AND COPY THE LINK, THEN PASTE IT HERE: see instructions here.
  • Add alternative text for screen readers or in case a reader’s email is set not to display images
  • Resize if needed (the preview will show the size)
  • Set alignment if needed (the preview will show the image in relation to the text).
  • On the next tab, hotlink the image if needed.
  • Save.

Congratulations! You built a template.

Now, this template will be available to you to use in the facility request approvals process, or to send to an approved reservation.