Adding Student Information to Emails

When creating new emails from the templates Summit Evergreen provides, one of the useful features available is the ability for you to add custom merge fields to these emails. To add these custom merge fields to your emails, do the following:

  • In the left navigation menu, select “Content”, then “Emails”
  • In the left pane, you will see the email templates that are currently available for your course
  • In the lower left corner, you will see a lock icon – click on it to unlock editing capability
  • Select the email you’d like to use
  • In the right pane you will see a template of content and a menu in the upper right corner
  • In the upper right corner menu, select “Content”
  • This will bring up a page that gives you a template email as a starting point – to customize the text of the template for your course, simply edit the content to meet your needs
  • To add custom merge fields to your email, note that several fields are enclosed in double brackets (e.g., “User.first_name”, “”, “”, etc.)
  • You may merge each of these fields in order to create content that is product- and student-specific
  • Hit “Save” in the lower right corner
  • When you are completely done with customization and merging, click on the lock icon in the lower left corner again – this will save all changes and re-lock editing capability

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