(Membership) How to Set-up Email Templates

TABLE OF CONTENTS

• Creating E-Mail Template
• Using your E-Mail Template

Creating E-Mail Template

Open the Templates folder () under Membership > Communicate.

Click the + button in the top-right corner of the E-Mail Templates window.  

Select the Organization that you wish to create the email Template for.

Give your new Template a Title. Enter all your Email Template information in the Template Text- Editor Window. You can insert an Image and Insert a Link in the top-right side of the Editor-window. Click Save button when finished.

Using your E-Mail Template

Open the Communications folder () under Membership > Communicate.

Click the + button in the top-right corner of the Communications window.

Select the type of communication (Channel/ Content). Click the Save button when finished.

Now Open your New Communications and Select the Email Template you created. You can add/ edit the Template you created in the Text-Editor window.

Once finished with your Message content, scroll to the bottom of the Text-Editor window and click the Save button.

Now click on the RECIPIENTS Tab. The list of recipients is based on the Distribution List you have selected. If there is a member you wish to exclude from this communication, check the box for the member under the EXCLUDE column.

Send Test – If creating an E-mail communication, you can send a sample of your communication to yourself prior to distributing to your membership. 

After selecting SEND TEST you will be notified that the test communication is being sent.

You will then receive an email sample of your communication as well.

Schedule - If you need to send the communication on a specific date/time in the future, choose the Schedule icon. UNITE will automatically send communications at date/time set.

When you are satisfied with your communication select SEND