Managing saved templates in Raise More is simple and helps keep your messaging up to date. You can easily edit a template to reflect new information or delete the ones that are no longer needed, ensuring your communication tools stay organized and relevant.
How to edit or delete a saved SMS template?
Click Templates in the left pane to open a list of all email and SMS templates. Each row represents a template and columns show important information such as template name and text body. To edit a template, click the blue Edit link in the second last column. If you are editing an SMS template, you can change the template name and SMS message body and add Merge Fields. Click the blue Update Template button to save changes.
To delete an SMS template, simply click the red Delete link in the last column. Make sure to confirm that you are deleting the right SMS because the action is instant and irreversible.
How to edit or delete a saved email template?
The procedure for editing email templates is the same as editing an SMS template. The only difference is the number of fields you can edit in an email template.
Click the blue Edit link (second last column)
You can update template name, from, subject, email text, attachments and merge fields here
Click the blue Update Template button to save changes
To delete an email template, click the red Delete link in the last column. Changes are irreversible and instant.
Keeping your templates current ensures your messages stay clear and effective. Regularly reviewing and updating them helps maintain a professional tone and saves time during outreach. It also ensures that your communication reflects any recent changes in your campaign, goals, or donor strategy, allowing your team to stay aligned and efficient.