Template FAQs

What is the “Templates” page for?
The templates page is where you may create, select or edit a template to be used in a campaign. You can search and preview hundreds of different predesi...
Tue, Feb 2, 2016 at 9:57 AM
How do I find the “Templates” page?
Once you are logged into DonorView and have entered the “Email and Social Marketing” page, you will automatically be directed to the “Overview” page. At the...
Tue, Feb 2, 2016 at 9:57 AM
How can I narrow down the number of templates for what I am looking for?
You can narrow down the list of templates by typing keywords into the search bar that you are interested in, such as “retail” or “newsletter“. DonorView w...
Tue, Feb 2, 2016 at 9:58 AM
What are the different ways to view the templates?
There are three ways to view the templates. You can preview the entire template from any of these views. Gallery mode – this view will show you small i...
Tue, Feb 2, 2016 at 9:59 AM
How can I browse the DonorView predesigned templates only?
You can use the drop down named “Type” on the Template Library screen to view all templates; templates created only by you or predesigned templates in t...
Tue, Feb 2, 2016 at 9:59 AM
Can I view only the templates that I created?
You can use the drop down named “Type” on the Template Library screen to view all templates; templates created only by you or predesigned templates in t...
Tue, Feb 2, 2016 at 9:59 AM
Can I sort the templates?
Yes, you can sort the templates from Oldest to Newest, Newest to Oldest or alphabetically by using the Order By drop down on the Template library screen...
Tue, Feb 2, 2016 at 9:59 AM
Can I change the name of a template?
You can change the name of your templates, but you cannot change the name of a predesigned template. If you would like to use a predesigned template, yo...
Tue, Feb 2, 2016 at 10:00 AM
Can I add tags or keywords to my templates so that I can find them?
Yes, you can add as many tags as you would like to any of your templates. To add or edit the tags, put your mouse over the desired template when viewing...
Tue, Feb 2, 2016 at 10:01 AM
Can I delete a template?
You can delete any of your templates that have not been previously used in a campaign. You cannot delete any of the predesigned templates. To delete a ...
Tue, Feb 2, 2016 at 10:01 AM