Before you can send any automated emails or mailouts from the CRM, you'll need to configure your email settings. It's important to set this up if you share Record forms, use Fundraising, Memberships or Workflows.

You will need to add your logos by following the branding settings guide first.

To set up your email template, head to your Tools & Settings, then click Email Settings.

Enter the email you'd like to send from in the ‘From email address’ field and add your ‘From name’.

This will trigger a verification email. Click the link in your verification email to verify your 'From address'.

Enter your organisation's address, website and contact telephone number to add these to your email footer.

You can also enter in the preview text - this will appear below the subject in your recipient's email inbox when they get an email from you.

Choose whether to use your main logo or external logo in your emails. You can edit these in your branding settings.

Set the logo size, check you're happy with your email template, and save!