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Overview
We are constantly adding new types of email templates to our Packs Library. These templates blend design best practices with common use cases while including your brand assets every time you install them.
Packs Tokens
To use any Pack in the Library, you must first set up your Packs Tokens (usually done during implementation). Learn more about installing Packs Tokens.
Nudge Invite Email Templates Use and Installation
Nudge email templates are useful for encouraging users to complete a specific action such as filling out a form or survey, completing a checklist step in an application, scheduling an appointment with an admissions counselor, etc.
Within the Packs library, we have several styles and content types so users can find a template that fits any use case.
Installing email templates is easy and can be repeated as many times as you’d like.
Navigate to the Packs library at Data + Automations > Packs > Library
Then select the nudge email template use case:
Alert banner without image
Brief, can be used to send out a notification without requiring an image for the design. Includes space for posting updates in an alert banner, such as an upcoming deadline.
Alert banner with quote and image
Provides a space for an image and quote. Also includes space for posting updates in an alert banner, such as an upcoming deadline.
Content list
Useful for including several links or checklist steps.
Simple note with signature
Can be used to personalize the email. For example a letter directly from a director of admissions.
For each of these, you can choose a design style (commons, quad or library) and (light or dark).
Once installed, the email template is now available under Engagement > Campaigns > Templates.
You’ll see that the email templates are branded to your institution upon installation. You can further customize the style and content of the email template as you see fit.
These templates can be used for one-time or ongoing communications campaigns.