[Donor Management System] Adding & Managing an Email & Letter Template

Message Templates allow you to create similar emails or letters on a recurring basis.

They can be used for Single Emails and Thanking your Donor.

—> Learn how to Modify the Default Tax Receipt Emails instead


Adding a Message Template

1. Go to the Administer Tab

2. Under Communications, select Message Templates

3. Next, you will see a list of all of your current Templates. Select Add Message Template

4. On the next page, add all the necessary information:

  • Message Title: internal name to help you manage your Templates. This name won’t show up to Contacts.
  • Source: select Compose-On-screen (recommended) to craft your Template as HTML or Plain-Text. Select Upload Document to upload a pre-composed document.
  • Message Subject: Subject title, if sending this Template via email, that will appear to your Contacts.
  • Tokens: cycle through a list of merge tags to help you when sending emails / merging letters (e.g. “Hi contact.first.name“) on Message Subject, HMTL Format & Plain-Text Format.
  • HTML Format: craft your Template using rich-text + HTML by selecting Source.
  • Plain-Text Format: craft your Template using basic text formatting.
  • PDF Page Format: leave default selected for better PDF merge.
  • Enabled?: leave this checked to enable this Template in the DMS.

5. Craft your Template either as HTML Format or Plain-Text Format

Note: when using HTML Format, you can copy and paste an existing Template you have from a third party (e.g. MailChimp) by selecting Source.

6. When ready, select Save to finish and stay on the same page or Save And Done to finish and be directed to your Templates List.


Managing a Message Template

1. Go to the Administer Tab

2. Under Communications, select Message Templates

3. Next, you will see a list of all of your current Templates.

4. You can then Edit, Disable or Delete each Message Template on the list

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