It is important that you set up your email template if you Share Record Forms, use Mailouts Donations, Memberships or Workflows.
You will need to add your logos via the branding settings first.
Setting up your email template
Viewing your email template settings
1. Choose Tools & Settings from the top-right menu
2. Navigate to Email Settings
3. You will now see the email settings page
Setting your From email address
You need to set the email address that emails sent from your CRM will be sent from.
1. Enter the From email address and From name you wish emails to be sent from. Then click Save.
The email address will be set to Pending and you will be sent an email to confirm the address is valid.
2. Click on the verification email and your email will then show as verified
Completing your contact details and information
Your email template includes various fields to set your organisation's contact details and information.
1. Complete your Contact details and information
Website link
Enter a link to your website, including https://
Preview text
The Preview text will display in email software below the subject in the email list.
Customer phone number
Enter the number email recipients can contact you on.
Footer content
This information sits at the bottom of your email template and will usually include your organisation's address and other useful info.
3. Preview your changes
Click Save to see your changes reflected in the email template preview
Set your logo options
You'll need to upload your Logo and External logo first, see this article for details.
1. Choose your Logo or External logo for use on your email template
2. Adjust the height of your logo if necessary
3. Click Save to see your changes reflected in the email template preview