Learn how to manage templates for emails and receipts.


  1. Go to your initials and click on Manage Templates
  2. Choose Email or Receipts as Template Type
  3. Use one of the system created Templates to get started or begin a template from scratch. You can easily update a system template:
    1. To change a picture with a new one, click on the picture and upload new in the content menu
    2. Edit text by clicking in a text box
    3. Click on Apply Effects on a picture, video, etc. for more options 
    4. Input URLs for pictures, buttons, videos, etc. so that your contacts can navigate to a new area you want them to see
    5. If you want to add additional text, images, etc. simply drag it from the menu and place it in the body of template
    6. Use merge tags to pull in contact fields that have data
      1. Note: It's important to put introduction text in front of a merge tag to explain it
        1. For example, {donor.ytd_gift_amount} will just populate the dollar amount. To make sure this is clear in your email you should input - Donor Year to Date Gift, or something to describe the number
      2. Note: If data is not populated for a contact, a descriptor will show with no dollar amount next to it
        1. Pro tip: We recommend you do two separate email marketing lists if there is information you want to include but does not exist on every contact record
  4. Once your template is complete, click on Save to save over the template or Save As to save a copy with a naming convention of your choice
  5. Be sure to preview the template in desktop and mobile before you navigate away or set up to send to your contacts