Email templates hold reusable wording for society messages. Open Latest Email Templates on the home dashboard to create or edit a template.
Emailing Members
Table of Contents
Create an email template
Save a reusable email subject and body from Templates.
1. Open Templates
From the home dashboard open Latest Email Templates, then Create.
2. Name
Enter Name, subject, and body, then save.
3. Template saved
Templates lists Welcome merge sample.
Using merge tags in email templates
Personalise a template with placeholders in curly braces, for example {recipient-name}.
1. Open a template
Open Latest Email Templates and edit the body.
2. Placeholders
Use {recipient-name}, {recipient-id}, {recipient-number}, {recipient-prefix}, {expiry-date}, {sender-name}, and {association-name}.
3. Template shows placeholders
The saved template subject and body keep {recipient-name} and {association-name}.
Updating or creating new merge tags
Placeholder values come from the member and society records you already keep.
1. View All
On the home dashboard open Latest Members and click View All.
2. Name
Click the member Name to open that record.
3. Update
Click Update when you need to edit merge-tag source fields.
4. Member details shows
After you save, Membership Details shows the fields merge tags read.
Changing Custom Templates
Change pedigree certificate layouts in Certificate Settings.
1. Settings
Open Settings. In the grey bar click Certificate Settings.
2. Certificate Settings
Create or open a configuration from Create Classic Configuration when that button is shown.
Sending Emails
Send a group email from Email Membership.
1. Create Message
On Email Membership click Create Message.
2. Start
Leave the template blank and click Start.
3. Recipients
Click 0 Recipients to open Search for Recipients.
4. Select Checked
Check Ned Holbrook, then click Select Checked.
5. Primary Delivery Method
Set Primary Delivery Method to Email. Enter Subject and the message body.
6. Send
Click Send.
7. Status Sent
Status shows Sent and the recipient email is listed.
Sending Notifications
Show a message when the member next signs in.
1. Create Message
On Email Membership click Create Message.
2. Start
Leave the template blank and click Start.
3. Recipients
Click 0 Recipients to open Search for Recipients.
4. Select Checked
Check Ned Holbrook, then click Select Checked.
5. Primary Delivery Method
Set Primary Delivery Method to Login Message. Enter Subject and the message body.
6. Send
Click Send.
7. Status Sent
Status shows Sent and the login message recipient is listed.
