Set Up Email Templates For Learner Outreach

Email invitation templates allow you to send consistent, branded messaging that invites learners to explore your financial education program. Each template includes standard language and a customizable message area so you can tailor outreach to your audience.

Default Template

Your account includes a default invitation template designed to work across a wide range of use cases. This template includes:

• A standard subject line and body
• A customizable message field
• A preview option to see how the email will appear to learners

You can use this default template from the Send Invite page.

To preview the email before sending:

1. Go to Content > Programs
2. Click the View Program button
3. Select Invite to Program
4. Click Preview Invite in the bottom right corner

Requesting a Custom Template

If you need a more tailored experience—such as custom branding, imagery, or messaging—you can request a new email invitation template.

To request a custom template:

1. Reach out to your Customer Success Manager with the following:

   • Desired subject line and body copy
   • Branding elements (logo, image URL, team name, etc.)
   • Any language translations (if applicable)

2. Your Account Management team will work with the Everfi team to create your email invitation and make it available for use in the platform.

Once created, your custom template will appear as an option in the Send Invite page dropdown.