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How do I create a template for emails or SMS texts?

Learn how to create a template for emails or SMS texts in Raise More for consistent and professional donor communication

Updated over 2 weeks ago

Email and SMS text templates are pre-written messages used for frequent communication. These templates can include placeholders for names, dates, or other personalized details, allowing the content to feel tailored even when it's sent to many recipients.

Templates are typically used for:

  • Thank you messages

  • Event invitations

  • Donation requests

  • Reminders or confirmations

  • Updates or announcements

Templates bring consistency, professionalism, and efficiency to communication. Instead of writing the same message repeatedly, a template allows users to send well-crafted messages quickly and accurately.

They are especially helpful when:

  • Teams need to send messages that follow a standard format

  • Organizations want to maintain a consistent tone

  • Users manage high volumes of communication

To get to Templates, click Templates in the left pane. The default window shows a list of all saved email/SMS templates. Each template is represented as a row, while columns show important information for saved templates including:

  • Label (template name)

  • Subject (subject line)

  • Body (content of the message)

  • Type (SMS or email)

  • Created At (the date on which a template was saved)

  • Edit (Link to edit a template)

  • Delete (Link to delete a template)

How to create a new email or text template?

To create a new email template follow the steps below and refer to the illustration:

  1. Click the blue Create New Template at the top right of the default Templates window

  2. Enter template name in the first text field

  3. Click Email

  4. Select sender’s email address in the From field

  5. Enter a subject line in the Subject field

  6. Write email text and format as required using available formatting options

  7. Click Browse to attach any filed if needed

  8. Click Merge Fields at the bottom right and select from the available options where needed e.g. {firstName}, {lastDonationAmount}

  9. Click the blue Create Template button to save

To create a new SMS template follow the steps below and refer to the illustration:

  1. Click the blue Create New Template at the top right of the default Templates window

  2. Enter template name in the first text field

  3. Click SMS

  4. Enter the SMS text in Message Body

  5. Click Merge Fields at the bottom right and select from the available options where needed e.g. {firstName}, {lastDonationAmount}

  6. Click the blue Create Template button to save

Tip: Refer to “How do I estimate SMS segments and understand my text campaign cost?” to optimize campaign costs

How to create a voicemail template?

Voicemail templates in Raise More are pre-recorded messages that can be dropped instantly when a call goes to voicemail. It's especially helpful during large-scale outreach, where efficiency and uniformity in communication are important.

In addition to email and SMS templates, Raise More also allows you to easily create voice mail templates. Here is how you can record a voicemail template:

  1. Hover the cursor over Templates in the left pane and click Voicemail

  2. Call the number provided and leave a message after the beep

  3. A voicemail template will be recorded and saved in the templates list

Raise More allows users to create email and SMS templates as well as record voicemail messages, making it easier to send consistent, well-crafted messages without starting from scratch each time. Templates reduce repetitive work by allowing users to reuse common messages without rewriting them each time. This helps avoid typos and formatting errors, enables faster responses with only minimal editing, and allows teams to focus their attention on the parts of communication that genuinely require customization.

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