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How do I Create Email Templates in a Fundraising App?

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Updated on May 22, 2021 06:47AM by Admin

  • Login and access the Fund Raising App from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Fund Raising

  • In the Settings page, click on the Emails and selects the Email Templates.
  • From the Email Templates, click on the Create button.
Settings

  • The Create Template page will get open.
  • Add the Template Name and the Subject line for the Email.
  • You can add the Attributes of the Fund Raising app in the Subject by using the Insert Attributes.
Template

  • Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
  • Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
Toggles

  • Then, add the message of the Email in the Body section.
  • You can also add the Attributes of the Fund Raising app in the Message body of the email by using the Insert Attributes.
  • Then, click on the Create button.
Email body

  • You can view the Created Template on the List.
Template list

  • Now, go to the Fund Raising home page and select the payments from the list.
  • Click on the More Details
Home Page

  • From the Overview page, click on the Emails tab.
  • Click on the Compose.
Emails Tab

  • The Compose window will appear..
  • Click on the Templates Options, you can view the Created Templates on the list.
Compose

  • By Selecting the templates, you can view the added message with the selected details.
  • Then, click on the Send.
Update Template
  • The created template will be available on the Notes tab as well. 
Create Note