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How do I build an 'Email Blasts' template?
Updated over 2 months ago

Instead of starting from scratch each time you need to create an e-mail blast, you can use the 'Email Templates' feature to build and select from premade templates, saving you valuable time!

Step 1: Navigate to 'Templates'

From your 'Donor Management' Dashboard, click the 'Communication' tab on the right navigation menu and select 'Email Blasts' from the newly expanded list.

You will find yourself on your 'Email Blasts' page - click 'Templates' in the upper right corner.

Step 2: Add a template

When the page reloads, click the 'Add Template' button in the upper right corner and select 'Email Blast' from the drop-down menu.

Step 3: Enter details for your template

On the next page, you will be prompted to name your template and enter other basic details.

Step 4: Choose a layout

Scrolling further down on that page, you will be prompted to select a layout for your template.

When you are finished, click the 'Save & Exit' button at the bottom of the page.

Step 5: Customize your template

You will be brought to the editor where you may customize your template anytime using the editing tools corresponding to each section.

When you are all set, click 'Save'. You can now use this template for any future e-mail blasts you send out!

Pro Tip: Use the desktop and mobile device icons in the upper right corner of the e-mail to preview how your message will appear on each type of device.

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