Admissions Managers can create templates to use when composing official notes. The templates can contain placeholders (e.g. first name, last name, username) to help personalize official notes. It should be noted that when composing an official note, managers/staff do not have to select a template and can instead enter their own custom message.
To create an official note template:
- From the persona menu, select Enrollment Management > Communication > Official Note
- Click Add Template
- Enter the following information:
- Template Name: Enter a descriptive name for the template (e.g. Missing Items Template)
- Template Body: Enter the message. Click on a placeholder to add it to the message (when official notes are sent, the placeholders will pull in the candidates’ personal information)
- Click Save & Close