---
title: 💬 Communication (E-Mail, SMS Templates)
description: Connect’s Communication &amp; Templates tool streamlines and automates all student messaging via email and SMS—from booking confirmations and reminders to follow-ups—so you can keep learners engaged effortlessly.
---

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# 💬 Communication (E-Mail, SMS Templates)

## Connect’s Communication & Templates tool streamlines and automates all student messaging via email and SMS—from booking confirmations and reminders to follow-ups—so you can keep learners engaged effortlessly.

**🎬 Video Tutorial**

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/T-a00ilAlYQ?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="9. Connect Communication Settings and Auto CBT Renewal Reminders" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

**Table of Contents**

[📧 1. How To Create Email Templates](https://info.rideto.com/knowledge/communication-1#e-mail-templates)  
[📱 2. How To Create SMS Templates](https://info.rideto.com/knowledge/communication-1#sms-templates)  
[💳 3. Adding SMS Credits to Your Account](https://info.rideto.com/knowledge/communication-1#adding-sms-credits)  
[**📊** 4. Send E-Mail and SMS Directly From Contacts Page](https://info.rideto.com/knowledge/communication-1#send-direct)

---

**Key Benefits of Using Connects Communication Tools:**

- **Automated Communication**: Send confirmation and reminder messages automatically
- **Time Savings**: Reduce manual work with pre-built templates and automated triggers
- **Improved Customer Experience**: Keep students informed and engaged throughout their training
- **Reduced No-Shows**: Automatic reminders help ensure students attend their booked sessions
- **Flexible Messaging**: Choose between email and SMS based on urgency and preference

#### **📧 1. Email Templates**

Use predefined email and SMS templates to automatically or manually reach out to students at every stage of their training journey.

**Default Template Types:**

- **Booking Confirmation** – Sent when a course is booked. Includes date, time, location, and prep info.
- **Booking Reminder** – Sent before the course date. Reminds students of the details.
- **Direct Email** – Sent manually to students. Useful for follow-ups, updates, or special notices.
  
  ![](https://info.rideto.com/hs-fs/hubfs/image-png-Jul-15-2025-08-04-24-3587-AM.png?width=688&height=246&name=image-png-Jul-15-2025-08-04-24-3587-AM.png)

**How to Create:**

1. Go to [**Communication \> Emails**](https://www.connectmct.com/v2/communication)
2. Click **Add template \> Add Email Template**
3. Choose template type (Confirmation, Reminder, Direct)
4. Enter a template name, subject line, and content
5. Use dynamic fields (e.g. student name, course date)
6. Save your template

---

#### **📱 2. SMS Templates**

SMS is ideal for urgent, short-form communication. Each message costs 6p and uses a credit-based system.

**Template Types:**

- **SMS Confirmation** – Booking details sent after payment
- **SMS Reminder** – Sent before the training day
- **Direct SMS** – Custom messages for updates or issues

**Creating an SMS Template:**

1. Go to [**Communication \> SMS**](https://www.connectmct.com/v2/communication/sms)
2. Click **Add template \> Add SMS Template**
3. Select type
4. Add internal name and message content
5. Use dynamic fields (e.g. student name, date)
6. Keep under 160 characters when possible

---

#### **💳 3. Adding SMS Credits to Your Account**

  

To send SMS messages, you’ll need to top up your SMS credits—simply purchase them via Stripe for instant processing.

**How to Purchase:**

- Go to [**Communication \> SMS**](https://www.connectmct.com/v2/communication/sms)
- Select a package and simply pay via Stripe

---

#### **4. Send E-Mail and SMS Directly From Contacts Page**

 

Once you’ve created your templates, simply visit the SMS or Email tab on the Contacts page to send them directly to your students.

![](https://info.rideto.com/hs-fs/hubfs/image-png-Jul-14-2025-02-02-13-9778-PM.png?width=688&height=199&name=image-png-Jul-14-2025-02-02-13-9778-PM.png)

**Steps:**

- Open [**Contacts**](https://www.connectmct.com/v2/contacts)
- Choose **Email** or **SMS** tab
- Pick a template of use Direct option
- Edit if needed, then send

**When to Use:**

- Course changes or cancellations
- Special announcements
- Feedback requests
- Marketing offer

 

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