PlusPortals E-Mail Templates

You can create an e-mail template or copy a template and change it as needed. PlusPortals has the following templates you can customize:

• Login Credentials: E-mail new users a link to set their password and sign in to PlusPortals.
• Forgot Password: E-mail users a link to reset a forgotten password.
• Automated Notifications: E-mail users who opt-in to receiving Automated Notifications. For more information, see Configure Automated Email Notifications for Parents and Students.

For more information about e-mail templates, see the following topics:

• Customize PlusPortals E-Mail Templates
• Create an E-Mail Template
• Copy an E-Mail Template

Customize PlusPortals E-Mail Templates

PlusPortals has three templates you can customize: Login Credentials, Forgot Password, and Automated Notifications. 

To customize a PlusPortals e-mail template, follow these steps:

1. On the navigation bar, click Setup > E-Mail Setup.
2. At the top of the Customize E-Mail Templates page, click the template you want to customize (Login Credentials, Forgot Password, or Automated Notifications).
3. Edit the template, and then click Save.

Create an E-Mail Template

To create an e-mail template, follow these steps:

1. On the navigation bar, click Setup > E-Mail Setup.
2. At the bottom of the Customize E-Mail Templates page, click Create New Template > Blank Template.
3. Type the Template Name and Subject.
4. In the Message Body, type the content of the e-mail.
   

   Available Macros, located to the right of the Message Body, displays a list of preset variables called macros. The macros are automatically replaced with your school's PlusPortals information when the e-mail is sent. For example, the [school.name] macro is automatically replaced with your school's name. You can add a macro to the Message Body by typing the macro exactly as it appears in the Macro column.

5. Click Save.

Copy an E-Mail Template

You can create a new e-mail template by copying a PlusPortals e-mail template, editing its contents, and renaming it. You can use the preset list of macros, which are automatically replaced with your school's information when you send the e-mail, to further customize your new template.

You cannot copy the Forgot Password and Automated Notifications templates using the steps below. To copy these templates, use your keyboard shortcut keys to copy the content from the template and then paste it into a blank e-mail template.

To copy an e-mail template, follow these steps:

1. On the navigation bar, click Setup > E-Mail Setup.
2. In the E-Mail Template drop-down list, select the template you want to copy.
3. At the bottom of the Customize E-Mail Templates page, click Create New Template > Copy Current.
4. Type the Template Name.
5. Edit the Subject and Message Body.

Available Macros, located to the right of the Message Body, displays a list of preset variables called macros. The macros are automatically replaced with your school's PlusPortals information when the e-mail is sent. For example, the [school.name] macro is automatically replaced with your school's name. You can add a macro to the Message Body by typing the macro exactly as it appears in the Macro column.

6. Click Save.

The image below shows an example of a sent e-mail containing macros.