Fundraiser email templates allow fundraisers to preset and reuse oft-used emails. This precludes the need to rewrite the same email multiple times. An email template created by a fundraiser will be available to that fundraiser only. To create a new template, follow these steps:
- Log in to your campaign site. You will be redirected to your Fundraiser Dashboard.
- Click the "Email" tab
- Click "New Template"
- Enter a template name and description (optional)
- Type and edit the subject line and email content for your email template
- Click “+Add” to save the template
Templates can also be saved in the compose flow by clicking "Save Template" in the content step. Note that any selected recipients in previous steps will not be saved to the template.
Accessing Email Templates
Fundraisers can access the email templates, both those created by administrators and those created by themselves, from within the email compose flow (click here for more details): Starting with the "Compose" button and working through the compose flow, fundraisers can select a template from the "Template" dropdown field in the content step.