Learn how to create an email version. There are steps you should take before you can create email versions. This help guide will cover creating an Email Version.
Recommended Reading Before You Start
Instructions
You can set up more than one message for each System Email. These messages are called versions. Most of the system emails come with a Neon CRM Standard version which can be utilized as your default version. Let’s create a new email version. For this example, you will create a new version of the donation appreciation email.
1.To create a new version of this email, select the Settings Cog from any page of the CRM. Then, select Global Settings from the drop-down menu.
2. Scroll down to the Communications section. Below Transaction Acknowledgements heading, select System Emails.
3. On this page, select the Donation tab to reveal all system emails related to donations. In the Donation Appreciation Email Type row, select the Three-Dot Actions menu. Then, select Add New Version.
4. From the Donation Appreciation system email configuration page, select Build New Version.
5. The email builder will display. Under the Version Name and Subject section, enter the version name, which is an internal name, email subject, which is visible by the public, and any option preview text you wish to display. You may also add tokens or emojis to the subject or preview. When you have completed this section, select Save.
6. You can add any conditions to this email that you wish. Creating Conditions will send different versions depending upon different circumstances. When finished, select Save.
7. If you would like to use Email link authentication for this email, turn the toggle On. Email Link Authentication recognizes constituents already in your database and creates a unique link to a constituent version of forms pre-filled with their information to save time and prevent duplicate accounts. This setting will still apply to a link if the email is forwarded. Forwarding emails with this setting enabled is not recommended.
Note: If you are unable to change this section, you will need to enable this setting via global settings under Email link authentication.
8. In the Sender section, if you wish to change the sender name and/or email address, you may do so here. When finished, select save.
9. Select add BCC Email Address if you wish to add a BCC email.
10. Select Add Content.
11. Select your template. You can select a Neon CRM Template, copy from existing emails, or code your own. For this example, you will copy the default email from Copy from Existing Emails tab. Then, select Continue.
12. You will see a preview of your email on the right and a variety of settings in the left menu. This will allow you to select an email theme, add content, and adjust other email settings.
13. Select the Content Icon from the toolbar on the left. Here you can add specific content to your email. Start by adding blocks such as buttons, images, videos, or dividers. You can also change the layout of the email.
14. Select the content block on the right to add content or make changes. Be sure to re-add any copied tokens using the Insert {{Token}} menu. This is particularly important if you copy the content from a different type of email than the one you are creating, as different tokens are available for different types of emails. Tokens only work properly when they are added by selecting them from the Insert {{Token}} menu in the email content editor. If a token is not listed, then it's not available for that type of email. If you try to enter the token manually, it will generate an error.
15. Select the Settings Cog on the left to review the settings. Make any changes you wish. When you are finished, you can select Preview to see a preview of your email.
16. If you are satisfied, select save & close at the top right. You will return to the email builder. When finished, select ready to send. Your version has been added to the version list on the email type page.
Copy a System Email Version
The Copy option is only available for System Emails. To get started, navigate to Global Settings cog > Global Settings > Communications > Transaction Acknowledgements > System Emails.
Select the Email Name in the row that you wish to create a copied version of.
In the Versions section, select the Actions icon next to the version you wish to copy. Then select Copy Version.
The email builder will appear with all the settings of the copied email. You can change the settings as needed by following the prompts of the email builder. When finished, select Ready to Send.
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