Email templates save time and keep messaging consistent.
Creating a template
- Go to the Communications or Email Templates section.
- Click New Template.
- Give the template a clear, descriptive name (example: "Donation Thank You - Standard" or "Event Reminder - 1 Week").
- Write the subject line and body.
- Insert merge fields (such as First Name, Donation Amount, Event Name, Campaign Name) so each message is personalized automatically.
- Save the template.
Using a template
When sending acknowledgments, event messages, or other outreach, select the saved template. Review the merge fields in a preview before sending to the full list.
Well-named templates make it easy for the whole team to find and use the right message.
