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Email template settings

Your email template is used for notifications, mailouts, donations & memberships. Set up your template to reflect your organisation details

Tom Cowle avatar
Written by Tom Cowle
Updated over 3 weeks ago

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.


Email settings

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

An animation. The tools and settings section is selected. Then the Email settings option is selected from the bottom of the screen.

Set your From address

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'.

The system message 'Email verification pending' on a green background

Looking to add multiple 'From' addresses for Mailouts? Contact the team on our live chat for help 💬

Add your content settings

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.

Add your branding

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!

The email settings page. The fields are shown down the left hand side, and the right shows a preview of the email template

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