Create an Email Template

In this article, we'll walk through:

• How to create an Email Template
• How to use variables in an Email Template

After reading this documentation, you will:

• Understand how to create Email Templates
• How to organize and set visibility of Email Templates

To create a new Email Template in Workshop, follow the steps below.

1. Ensure you’ve checked out your configuration so you can make changes to your Program.
2. n the Workshop Menu on the left, select Emails from the Elements section. You will then be taken to the Email Templates page which lists all the Email Templates created for this Configuration.
3. Click on Create Email Template to create a new Email Template.
4. Complete the following information, your changes will be reflected in the right-hand Preview area.

   Name:  The name of your Email Template should be unique, and describe what the Email Template will be used for. This will be shown in the menu when you choose to apply an Email Template.

   Email Subject: The Email Subject is what will show as the subject line for the Emails sent to Patients. Use short, easy to parse subject lines so that when a Patient sees your email in their inbox, they will know to click on it.

   Email Body: This is the body of what will show in the email. You can use the email editor to add formatting to your email. You can also use the following variables to auto-populate fields in the email when you send them.

   Important: you must type these in exactly for them to work correctly.

   Most commonly used:

   Patient First Name {{patient_first_name}}

   Coach First Name {{coach_first_name}}

   Other options (less common):

   Patient Last Name {{patient_last_name}}

   Coach Full Name {{coach_full_name}}

   Coach Last Name {{coach_last_name}}

   Primary Coach First Name {{primary_coach_first_name}}

   Primary Coach Full Name {{primary_coach_full_name}}

   Patient Full Name {{patient_full_name}}

   Primary Coach Last name {{primary_coach_last_name}}

5. Create a Template folder (optional): If you are creating a large number of templates, the selection menu in the Coach Portal can be overwhelming. Use Folders to create logical groupings for your templates.
6. Set Visibility: In most cases, email templates will be available for all coaches in all phases. You may choose to limit visibility depending on your teams to simplify their workflows or only make a template available in a particular phase to ensure the right emails are sent during the right phase of the Patient’s journey.

Note: If a folder contains email templates that a Role does not have access to, the folder will not be visible to that Role.