How do i create an email template?

Step 1: Click on ‘Recruits Tab’ in the top right corner of your account.

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Step 2:  Then click on ‘Mail Tab’ in top left corner.

Step 3: Click ‘Compose’ 

A New message box will appear

Step 4: To add personalized templates to the message, click ‘+TEMPLATE’ in the top left. 

 

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Step 5: To personalize messages using their first name, click the ‘Insert First Name’ box and then click ‘apply‘ in the bottom left corner.

  • [[First name]] will appear in the text box.
  • The athlete will then see their name in the message.
creating an email template in captainu college coach account
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Step 6: Type out message you want to save as a template – don’t forget to add your signature block to the bottom. (Template messages do not automatically pull your signature in) 

Once message and signature block are added, click ‘Save as Template‘. 

 

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Step 7: To access your saved templates – go to ‘Mail’

A) Click ‘Compose’

B) Click ‘Template’

C) Check box next to template name (below you can see our ‘Interested Athletes’ Template)

D) Click ‘Apply’ in bottom left corner

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Then your pre-written and saved template will populate. 

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Still have questions? CLICK HERE to submit a support contact form and we’ll get back to you as soon as possible.