Create and Edit an Email Template

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

1. Navigate to CRM.
2. Click Correspondence on the navigation bar, and then click Templates.
3. Click Create Template.
   
   
4. Enter the applicable Template information.
   • An email template can be set as an automatic donation acknowledgement.
     • The email template must have the Fundraising type set in order to be used for donation acknowledgement. 
   • Template types include Fundraising, Profile, Revenue, and Donation Statement.
     • Fundraising templates are emailed from Fundraising, and profile templates are emailed from CRM. Revenue and Donation Statements 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.
       
       
   • Check the Include Email Unsubscribe Link in Template box if you would like 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.
       
       
   • 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. 
5. Click Create.
   • 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 such as donation acknowledgements.

 

The IRS requires certain information to be included in written donation receipts. Charitable Contributions - Written Acknowledgements from the IRS website contains details. An example of a possible donation acknowledgement template is shown below.    

 

Edit a Template