You will need the Limited Email permission to create and insert email templates, and Full Email to save changes to a template you did not create. You can only see and change templates within your campus access.
One Church Software lets you build visually appealing emails and save them as reusable templates.
Email templates
To open your email templates, go to Settings & Tools (Cog icon in the tool-bar) > Messaging Center > Emails and select the Templates tab.
The listing shows each template along with its category, who created it, and whether it's private. The campus selector at the top of the page narrows this list, so it shows only templates available at the campuses or organizations you have selected.
Adding email templates
To create a new template, select Blank Template.
The email builder uses drag and drop. Drag elements from the menu on the right into the content area to place text, images, and other content.
Save your template when you're finished.
Inserting a template into an email
Start by creating an email. Go to Messaging > Email in the tool-bar, or use Actions > Send email in Contacts. You can also run a query in Reporting > Query Builder and use Bulk Actions > Send email.
In the email client, open the Template dropdown. When the sidebar opens, choose a template, then select Insert Template to add it to your email.
Tip: Inserting a template copies its content into your email. If you change the saved template later, emails you already created keep the content as it was when you inserted it.
Exporting to PDF and HTML or creating a link to a template
You can export a template to PDF or HTML from the Export actions menu at any time, even before the template is saved.
You can also make a template available online, which is useful for sharing a web version of an email you've sent. To do this, check Show online?
A public link always shows the template's current content, so any changes you make to the template appear at that link. This is the difference from inserting a template, which copies the content into the email at that moment.
Organizing templates by category
Use the Category field to organize your templates, much like folders. You can filter the email template listing by category to find templates quickly.
Templates, campuses and organizations
Each email template is available to All, to one or more campuses, or to one or more whole organizations. A template can't mix campuses and organizations. How does a record get a campus or an organization? explains how a record gets its campuses or organizations.
If a template seems to have disappeared, or a colleague can see one that you can't, check the campus selector at the top of the page first. A template outside your current selection is hidden from the list, not deleted. What is the campus selector? explains how the selector works.
If your access is limited to certain campuses or organizations, you see and change only templates within your access. When you edit a template's campuses, you can change only the campuses you have access to, and you can't switch a template between All and specific campuses.
Deleting a template needs access to every campus it names. A template available to All can't be deleted by anyone with a campus or organization limit.
If your account has two or more organizations, templates that had no campus before Version 8 now belong to your default organization. Templates that already had campuses kept them.
When an organization is archived and its records are kept as history, its email templates are hidden.
Who can create, edit and delete a record? covers the edit and delete rules in full.