You will need the Limited Email permission to create and insert email templates. To save changes to a template, you will need the Full Email permission or be the template's owner.
One Church Software lets you build visually appealing emails and save them as reusable templates.
Email templates
To open your email templates, go to Messaging > Email templates. You can also go to Settings & Tools (Cog icon in the tool-bar) > Emails and select the Email templates tab.
The listing shows each template along with its category, who created it, and whether it's private.
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, or select Actions in the People module. You can also run a query and use Reporting > Run Query > 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.
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?
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.
