Customize: Email Templates

Organizations can utilize custom email templates to personalize messages to users and automate some processes. Custom email templates include messages for first-time users, registration confirmations, and more!

Subscription Note: Custom Email Templates available to organizations with a Give More subscription or higher. For more information, please visit the GivePulse Pricing Page.

This article will cover the following:

• How to Access Custom Email Templates
• How to Create, Edit, and Test Custom Email Templates
• Subgroup Email Templates
• Shortcodes Defined

How to Access Custom Email Templates

From the Group Admin Dashboard, navigate to Customize > Email Templates:

There are several email templates are automatically generated for different functions (i.e. registration confirmation, event reminders, impact verified, etc). The email templates are either in Default or Custom mode. When an email template is in "Default" mode, the email templates have not been modified and are using the basic system defaults. When an email is updated, or modified, the status is updated to "Custom". 

How to Create, Edit, and Test Custom Email Templates

To edit an existing email template, click the pencil icon next to the template. On the edit page, you have the option to customize the subject and body of the email.

GivePulse Pro Tip: Use shortcodes to further customize the emails your users receive. 

After an email has been created and customized to your liking, you can click Show Preview to load a draft of the email template. Additionally, you can click Send Test Email to send yourself a copy of the email template.

Below is an example of an email template you may update: 

Subgroup Email Templates

This feature is available to Give More a time-saving feature that allows Admins to easily send custom emails to specific subgroups without manual input. Choose from pre-made templates or create custom ones for efficient communication. This feature includes the ability to preview emails before sending to preview and proofread for accuracy.

Shortcodes Defined

Click here for an updated list of currently accepted shortcodes.