How to Customize a Message Template

Owned by Chris Gipson (Unlicensed)
Last updated: Jun 11, 2024 by Ally Greene
1 min read

Note: You cannot send an email to an athlete without also sending it to the parent(s).

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Communication > Create Message.

  3. Select Your Brand(s): Leave the default brand selected. This step may not be viewable based on your permissions.

  4. Click Next.

  5. Select the Type of Message You Are Sending.

  6. Click Next.

  7. Select your recipients and click Next.
    Note: Click Skip to Compose to jump straight to the compose page without any recipients.

  8. Narrow down your recipient list and click Next.

  9. The Dashboard tile will display a summary of the options and filters that you select.

  10. The Templates tile will show available templates.

  11. Click the circle next to your template selection and click Next.

  12. Customize the template info by:

    1. Clicking into a tile and a Sidecar will pop out with options to further edit and/or format the message.

      1. This can also be done via the Content Editor ribbon below the Subject box.
        Note: some edit options are not available in both the Content Editor and Sidecar (ex: header updates are only available in the Sidecar).
        Note: See Content Editor Overview
        Note: If your email filters need to be updated, select one of the filters from the dashboard to return to that page and edit your filter. After editing the filters, click Skip to Compose to return to the compose page without having to confirm every selected email filter.

  13. Once complete, click Next.

  14. Click Save for Later to save your email or schedule it to send at a later date. Click Send Messages to send the email immediately.

  15. To view your saved messages, click Communication > Messaging Schedule.