How to create custom email templates

In EnrolHQ, you can create as many custom email templates as you want. These can later be automated by selecting triggers or you can keep them as manual templates that you can choose to use whenever you need them. Creating custom templates assists so that you won't ever have to write another email again.

Follow the steps below to create a custom email template:

Go to Email Settings > Templates > Custom > Add

Select Group Folder, Type and Recipient

Email Template - initial setup Sept 2025

Complete all the following steps:

Email-Template-Updates

Name your Template

Select Single message per recipient (especially when sending bulk emails)

Subject Template (make sure you use tags)

Message Template (make sure you use tags)

Email Signature

Add any attachments if applicable

Open Advanced Settings

You can change the From Email address

If you have selected a Staff Type then another option is shown

Insert a Staff to Email address ( this overrides the email address in the system)

Always Save and then Preview to check the format and settings in the Email