[Donor Management System] Adding & Managing Bulk Email Templates

The bulk email feature in the DMS can be used to send newsletters, campaign information, and announcements to your Contacts and donors.

Bulk Email Templates allow you to save a specific email design so you can re-use for future campaigns.

—> Learn more about how to send a Bulk Email

Adding a Bulk Email Template

1. Go to the Administer Tab

2. Under CanadaHelpsMail, select Mosaico Templates

3. Next, you will see a list of your standard Base templates. Select New from base template.

4. You will be prompted to name this template.

5. When you click OK, you will be taken to the email template builder. Select or drag Template Blocks to customize your Bulk Email.

Note: Blocks (i.e. images, text templates), Content (i.e. links), and Style (i.e. color, font) of your template can be edited at any time by selecting the Blocks, Content, or Style headings in the top left corner.

6. Organize the Blocks to your liking:

  • Sections that are greyed out will allow you to drag and drop an image into your Bulk Email Template.
  • You may also prefer to select the Upload New Image button on the bottom left corner.
  • We recommend that you follow the suggested dimensions indicated in each image block.

7. You may choose to add a Social Media Block to the bottom of your Bulk Email.

8. Select Content to customize the Social Media icons and colours or add your Social Media links.

9. Craft the body of your email by:

  • Selecting the text within your chosen Blocks.
  • You will have options to edit the Content of the Block and format the text (i.e. bold, italicize, colour, bulleted list).
  • You can also add Tokens to this feature.

10. When ready, select Save to finish.

Managing a Bulk Email Template

1. Go to the Administer Tab

2. Under CanadaHelpsMail, select Mosaico Templates

3. Under your Base templates, you will find your Configured templates.

4. You can edit your template name at any time by hovering over your newly configured template and selecting Settings.

5. Select Copy to duplicate your template for another Bulk Email. You can also Edit or Delete your Template.

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