Step 4: Create Email Designs
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In the Email Designs frame, click Add Email to create email designs for participants or team members to use to send personal appeal, acknowledgement, and guest registration email. |
The new email screen appears.
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In the Name field, enter a name for the email template. |
The program uses the personal page owner’s email address in the From Address field and the owner’s name in the Name field.
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In the box, enter the content of the email template. To customize email content, select fields from the Merge Fields drop-down field. |
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To direct recipients to the donation page, from the Merge Fields drop-down field select the Sender Fields, Donation Page Hyperlink merge field for the Appeal/Thank You, Appeal, or Thank You email template. |
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To direct recipients to the Team Fundraiser registration page, from the Merge Fields drop-down field select the Sender Fields, Registration Page Hyperlink for the Guest Registration email template. |
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To direct recipients to the pledge payment page, from the Merge Fields drop-down field select the Special Fields, Pledge Payment Link for the Invoice email template. |
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To format the email content’s appearance and layout, use the HTML editor. For information about the HTML editor, see HTML Editor. |
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To save the email template and return to Step 4: Create Email Designs screen, click Save and Close. |
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6.
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A grid appears on the screen with the new email template in the Display Name column. In the Type column, select the email type for the new template. |
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Appeal/Thank You — To combine the appeal and acknowledgement content in one email, select Appeal/Thank You. For example, the email can read “Welcome to my Walk-a-Thon page! Please visit my page to join my team and make a donation to a great cause! Thank you for your participation.” A member receives this email when upon joining a team. |
Warning: The Appeal and Thank You email templates are required for the Fundraiser part. To create one email template for both types, select Appeal/Thank You. To create an individual email for both types, create two email templates. Select Appeal for the appeal email template and Thank You for the acknowledgement email template.
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Appeal — To allow a participant to send a personal appeal email without acknowledgement information, select Appeal. Email content for this template type may only contain “Welcome” or “Please visit my page” information. |
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Thank You — To allow a participant to send an acknowledgement email after someone makes a donation for his team, select Thank You. Email content for this template type may only contain acknowledgement information. |
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Invoice — To allow a participant to send pledge invoices, select Invoice. Email content for this template type should include a link to the pledge payment page. |
Warning: The Invoice email template is only available for the Fundraiser part when Support Performance-based Fundraising is selected on the Step 2: Fundraiser Options screen.
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Guest Registration — This email template is used when a participant adds a new member for the team on the participant dashboard. |
Warning: The Guest Registration email template is required for the Fundraiser part. You cannot create more than one Guest Registration email template.
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When a participant clicks the Add New [ ] Member link on the participant dashboard, the Add New Member screen appears. The participant completes the screen and clicks the Add Member button. The new member then receives an email using this template. For more information, see Manage Participant or Solicitor Pages. |
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The Guest Registration template is also used if the Automatically add guest participants to team during event registration checkbox is selected and a registrant includes guest registrants. For more information, see Step 2: Fundraiser Options. |