Email Marketing Templates

Creating and editing email marketing templates. This tool is also used to edit thank you messages for donation, event, membership, survey, and auction pages.

How do I create and edit an email template?
In order to send an email campaign to your email lists, you will need to use an email template. You can create and edit templates prior to creating a campai...
Tue, Jun 30, 2026 at 3:49 PM
What tools are available on the email template editor?
Under the Blocks tab, you can access the sub menus to add more Blocks or Content into the blocks. There is also an option to select a Layout. The layout inc...
Tue, Jun 30, 2026 at 1:23 PM
How do I edit the content inside the blocks in the email template editor?
You can create an email template from scratch by adding blocks and then inserting content into those blocks. You can learn more about getting your email tem...
Tue, Jun 30, 2026 at 4:08 PM
How can I manage the images and files in the media library?
Images and PDF files are stored in your media library. Any file you upload as a logo, into a DonorView page, or email template will be stored in your media ...
Wed, Jul 8, 2026 at 10:11 AM
What is the “Templates” page for in the Email Marketing module?
The Templates page in the Email Marketing Module is where you can create new or edit existing templates for email campaigns. You can search and preview hund...
Wed, Jul 8, 2026 at 10:16 AM
How do I narrow down the list of email templates or search for a specific template?
You can narrow down the list of templates by typing keywords into the search bar that you are interested in, such as “member” or “golf“. The software will s...
Wed, Jul 8, 2026 at 10:17 AM
How can I browse the predesigned email templates only?
You can use the drop down named “Type” on the Template Library screen to view all templates, templates created only by your organization (under Mine) or pre...
Tue, Jun 30, 2026 at 1:45 PM
Can I view only the email templates that I created?
The "Mine" selection under the Type on the Template Library page will show only those templates created by an internal user from your organization...
Wed, Jul 8, 2026 at 10:17 AM
Can I sort the email templates?
You can sort the templates under Order By: Name A-Z  Nae Z-A Newest to Oldest Oldest to Newest
Wed, Jul 8, 2026 at 10:16 AM
Can I change the name of an email template?
From a template you created or cloned from a predesigned template, hover over the image of the template and click Settings. A dialog box will open so that y...
Wed, Jul 8, 2026 at 10:17 AM