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Templates are reusable email designs. Build one once with the drag-and-drop editor and use it across many campaigns—or wire it up to send automatically.

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Create a template

1

Choose New Template

Give it a name and optional description.
2

Pick a type

  • Newsletter — marketing emails, updates, announcements.
  • Transactional — automatic emails like receipts and confirmations.
3

Pick a purpose (transactional only)

Choose what triggers it (see below).
4

Continue to Builder

Design the email, then save.

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Transactional purposes

Transactional templates are used when a matching workflow is configured to use them:
Sent when a donor’s gift is receipted. Tied to a specific gift account—you can have a different receipt per account.
Sent after someone submits a newsletter subscribe form.
Sent on membership signup and on each successful renewal charge.
Sent a set number of days before a membership term ends.

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Managing templates

Templates appear as cards showing a preview, status badge, and category. From each card you can Edit, Duplicate, Archive, or Delete. Filter by category or tick Show archived to see hidden ones.
Templates start as Draft and become Published once saved from the builder. Published templates are the ones you can pick in the campaign wizard.
Duplicate a template to make seasonal variations without rebuilding from scratch.

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Design and test the message

  1. Open Marketing → Email Templates, create or edit a template, and enter the builder.
  2. Add the needed content blocks and edit their text, links, images, and styling.
  3. Insert personalization through the merge-tag controls so you use supported fields. Campaign messages need an unsubscribe link.
  4. Review desktop and mobile previews, then save. Check the saved status before selecting the template in a campaign or form.
  5. Assign transactional templates to the form, gift account, or membership workflow that should use them. Creating a template alone does not enable an automatic email.
  6. Test through the intended workflow using a controlled recipient.

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Troubleshooting

If a template is missing from a selector, check its type, purpose, published status, and sending-domain context. If personalized text is blank, check whether the recipient has that field populated. If a receipt does not send, inspect the triggering form/account configuration before recreating the gift.