Learn how to create system email and letter settings. There are steps you should take before you can customize system emails and letters. This help guide will cover setting up an email template.
Recommended Reading Before You Start
Content
Instructions
Creating an Email Template
1. Navigate to Settings Icon and Select Global Settings
2. Under Communications, select Email Templates
3. Select Build New Template.
You can create a template as a starting point for any email type you’d like to send. The list below are templates that have already been built.
4. Complete Template Settings
|
Field Name |
Description |
|
|
A. |
Template Name |
Title your Template. This field is required. |
|
B. |
Set as Default Template |
Check the box if you would like to set this template as your default. |
|
C. |
Font Family |
This setting will allow you to change the font of your email. |
|
D. |
Social Media Links |
Select where you would like Social Media links to be displayed. |
|
E. |
Display "Tell a Friend" link |
Check this box to display the “Tell a Friend” link. |
|
F. |
Include Unsubscribe Link |
Check this box to include the unsubscribe link. |
|
G. |
Remove "see it online" Link |
Check this box to remove the “see it online” link. |
5. Complete Header Section
|
Field Name |
Description |
|
|
H. |
Header Background Color |
Select the background color of the header section |
|
I. |
Header Section Height |
Select the height of header in pixels |
|
J. |
Header Horizontal Alignment |
Align header left, center, or right |
|
K. |
Header Vertical Alignment |
Align header top, middle, or left |
|
L. |
Header Bottom Border |
Select border color, style, and size |
|
M. |
Text Box |
Enter text for the header. You can use the formatting tools to change the header text. |
6. Complete Content and Foot Section. Select Preview to see what the template will look like. When finished, select Save.
|
Field Name |
Description |
|
|
N. |
Content Background Color |
Select a Color for the content section |
|
O. |
Footer Background Color |
Select a background color for the footer section |
|
P. |
Footer Section Height |
Select the height of footer in pixels |
|
Q. |
Footer Horizontal Alignment |
Align footer left, center, or right |
|
R. |
Footer Vertical Alignment |
Align footer top, middle, or left |
|
S. |
Footer Top Border |
Select border color, style, and size |
|
T. |
Text Box |
Enter text for the footer. You can use the formatting tools to change the header text. |
7. Your Template will appear on the list of templates below. You can make your template the default by selecting Make Default.
Enabling Emails and Letters
You can enable emails and letters that you want to be available for use in the CRM. This way you will not have to select a checkbox indicating that you want to use an email type for every transaction completed.
1. Navigate to Settings Icon and Select Global Settings
2. Under Communications, select System Email and Letter Defaults
3. Complete Staff Entry Checkbox Defaults
These settings refer to the two check-boxes that appear at the bottom of the summary page when adding transactions or creating new accounts as a system user. When a toggle is "on" for an action, the checkbox to send an email or add a letter to the mail merge queue after submitting will be checked by default.
4. Complete System Email Auto-Send Settings
This settings controls when a constituent receives an email when completing an online form.
|
Column |
Description |
|
Logged-in Constituent Entry |
refer to online transactions made by constituents who are logged in to existing accounts. If this setting is On, then all transactions of this type will automatically trigger the appropriate System Email upon completion. |
|
Public Access Entry |
refer to online transactions made by constituents who are not logged in to an existing account. If this setting is On, then all transactions of this type will automatically trigger the appropriate System Email upon completion. |
5. Complete System Letter Auto-Add Settings
This determines if the letters get added to a mail merge queue in the CRM where letters can be printed.
6. Scroll and select Save Settings
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