Dynamic email and SMS templates allow for personalised, automated responses to your students. Check out the following video for an overview:

Communications within Gecko are set up through workflows in each individual form.
You can set up specific emails to be sent to the end user or to your team based on a wide range of form interactions. The emails that are sent through the system must be based on a template, which can be created through Settings > Email/SMS Templates.  

The Messages section in the left sidebar in Gecko offers an overview of all the outgoing emails and SMS messages through the system.

GeckoCapture allows you to set up email and SMS templates that can make use of information captured in a form or stored on a contact level. We do this through template tags, which are short commands that are automatically replaced by the system with the appropriate information requested. 

Using Templates

The graphic below will show how you create an email workflow in a form, and how you choose a specific email template.

You can also create templates for internal use, which will allow you to set up workflows that send out messages to specific members of your team with information from the response or contact.

Templates can also be used when manually sending out an email through contacts as shown below

Response Template Tags

You can create your own template tags for responses and contacts. In this section, we will look at how you can easily create email templates that will be populated with information captured in a form. First of all, you will need to go into your preferred form and click on the field that will capture your desired data. In that field's options, you will see a menu called Template Tag, you can either copy the existing tag name or you can name it something more memorable ensuring that no spaces are used. In the example below, we named the template tag: course_of_interest. The graphic below shows this process:

Next, we will have to go into our email template and insert the tag we've just renamed. Template tags are contained between curly brackets like so {{template_tag_name}}. You also need to tell the system which kind of template tag it is so it picks up the right information. In this case, we want the software to use the information captured in this response so our template tag will look like this: {{response.template_tag_name}}. In the example below, the final template tag looks like this: {{response.course_of_interest}}

Contact Template Tags

You can send out personalised emails using contact template tags. This is useful if you are sending someone an email that is referencing information which has been captured in a previous form and is stored on a contact level. To set this up go into Settings - Contact Fields - then click on an existing field or create a new one. In the template tag field copy the existing name or create a new one. These steps are illustrated below.

Now, go to your email template and create a tag directed at the contacts section following the same structure as response tags. Your tag should follow the following structure: {{contact.template_tag_name}}. In our example the final tag will look as follows: {{contact.mobile_telephone}} see below:

Note: some template tags will only work depending on where in Gecko you send your email/SMS from. For more information, click here.

Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.

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