Email Templates

Email templates hold reusable wording for society messages. Open Latest Email Templates on the home dashboard to create or edit a 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.

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}.

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.

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.