Email templates can include a predefined layout with images and text. Email templates make sending emails more efficient rather than having to create a new email each time for similar communication needs.
Create an Email Template
- Navigate to CRM.
- Click Correspondence on the navigation bar, and then click Templates.
- Click Create Template.
- Enter the applicable Template information.
- Template types include Fundraising, Profile, and Revenue.
- Fundraising templates are emailed from Fundraising, profile templates are emailed from CRM, and Revenue templates are emailed from Accounting.
- Fundraising templates are emailed from Fundraising, profile templates are emailed from CRM, and Revenue templates are emailed from Accounting.
- Autofill tags can be added to the template.
- Sections can be opened and closed by clicking the arrow to access the fields. Once a section is open, click the tag to copy it to the clipboard and then paste into the template body where needed.
- Sections can be opened and closed by clicking the arrow to access the fields. Once a section is open, click the tag to copy it to the clipboard and then paste into the template body where needed.
- Check the Include Email Unsubscribe Link in Template box to provide the option for recipients to unsubscribe from bulk communications.
- Code for an unsubscribe link is automatically added within the template when this box is checked.
- Code for an unsubscribe link is automatically added within the template when this box is checked.
- Click the image icon to add an image to the template.
- Images can added by dragging and dropping them into the box or searching your computer for them.
- Images can added by dragging and dropping them into the box or searching your computer for them.
- Template types include Fundraising, Profile, and Revenue.
- Click Create.
- The newly created template will be added to the list of available templates on the Templates page.
- The newly created template will be added to the list of available templates on the Templates page.
If the unsubscribe option was selected for an email template, note the following:
- When the email recipient clicks Unsubscribe, they are brought to a webpage with a message indicating that they have been unsubscribed.
- The Unsubscribe box on their profile will be automatically checked.
- The system will prevent bulk communications from being sent to that profile, and the profile cannot be added to communication lists.
- The profile will still receive any transactional emails.
Edit a Template
- Navigate to CRM.
- Click Correspondence on the navigation bar, and then click Templates.
- Click the pencil icon of the email template you want to edit.
- Edit the applicable fields, and then click Save.