Overview

Experiential Learning Cloud allows you to create templates for tasks or messages that you regularly send to others who are involved in student placement.

Create a Template

1. Begin by clicking “Compose” and selecting either a Message or Task.

2. Add a Subject, Message, and add any additional files you would like to include or a form if it is a task to be completed.

3. Once you have the message composed, you can save the template by:

   • Click the text labeled “Message templates”.

   • Name the template by typing over the “save as” field.

   • Click the save icon.

   • Your template will be available next time you compose a message or task.

4. Saved templates will include:

   • Subject

   • Message 

   • Attachments 

5. Saved templates will not include recipients, so that the recipients can be updated each time, in case repetitive messages need to be sent to different recipients over time. 

   • If you do need to save groups of recipients to easily communicate with the same group of individuals over time, you can do so using the Recipient Groups feature. Learn more here. 

NOTE: Templates can be revised by opening it, making any revisions, and then saving it back to under its original name You can also delete templates if they are no longer relevant.

 

Template Placeholders

If you would like to have information specific to each recipient (Name, Title, etc.) you can insert template placeholders and when your message is sent, their individual information will be substituted. Simply click on the text to the right of the message area labeled “template placeholder” and select the option you would like to include.

Options include:

• Short name

• Full name

• Preferred/first name

• First name

• Middle name

• Last name

• Title

• Qualifications