Fundraiser email templates allow fundraisers to reuse often-used emails that they send to their contacts (potential donors or fundraisers). This precludes the need to rewrite the same email multiple times. If a template is added by an administrator, it becomes available globally to all fundraisers as a default template. This gives administrators a great way to encourage fundraisers to send different types of emails, like asking to donate or joining the cause. To create a new default template, follow these steps:
- Log in to the Admin at admin.rallybound.com
- Navigate to the entity (organization, group, or campaign) on which you'd like to configure this setting. Click here to learn more about inherited settings.
- Click the "Fundraising" tab
- Click "Email Templates" in the left sidebar
- Click "New Email Template" below the list
- Enter a name for the template — template names will be listed to the fundraiser so that they can choose a template
- Select "For Team Captain" to make this template available only to team captains
- Enter an email subject for the template
- Compose the body of the message. Use placeholders to include event information and each particular fundraiser's information in their email template (this does not personalize the email for the end-recipient; the template is generated personalized to the fundraiser, saving them the effort of adding event information or their own information).
- Click the "Preview" tab to see what the email will look like. In this interface, you can toggle the sample data used to see how the email will look in various scenarios.
- Click "Save" at the bottom
