Email Templates

Helpdesk -

 
 
There are three email templates that are pre-loaded when you go to 'Email > Email templates'.  
 
When loading these templates to edit them for the first time, you will not see any text.
 
1. Approval email – This email is sent to members that have been approved from the group 'Online registrations awaiting approval' or from 'Failed registrations'.  
 
The standard text held in the system is below.  This is the text that will be sent by the system unless the template is edited: 

Dear [First name]

Thanks for registering with [Organisation Name]. Your application for membership will be reviewed and an official will be in touch shortly.

Kind Regards

[Organisation Name]

 
2. Welcome email (for standard groups) – sent to new members who register online and where the registration page is a standard group.
 
The standard text held in the system is below.  This is the text that will be sent by the system unless the template is edited: 

Dear [First name]

Thanks for registering with [Organisation name]. Your application for membership will be reviewed and an official will be in touch shortly.

Kind Regards

[Organisation name]

 
3. Payment reminder – This is the default email template that will load when emailing members directly from 'Financials > Payment reports'.
 
There is no standard text.  It is recommended that you edit this template as appropriate so that a template loads when you wish to email members directly from 'Financials > Payment reports'.  A sample text is below:
 

Dear [First name]

This is a reminder that payment for [Payment description] is now due. The amount payable is [Amount due].

Click here to login and pay: [link to member login] and enter your username which is [username].

If you are logging in to the account for the first time, you will need to create a password. Follow the on-screen instructions to do that.

If you have logged in to your online account before but have forgotten your password, click on the ‘Forgot password’ link and follow the on-screen instructions.

Please note, payments will appear on your Credit Card / Bank statement as Pay Here Ltd. This is the legal entity in which PaySubsOnline.com (the service we use to manage our courses and payments) trades under.

Kind Regards

[Organisation name]

 

4. Creating Email Templates

In addition to the abe email templates, you can now create your own email templates for use on an ad-hoc basis.  Follow the steps below to create your own email templates:

Step 1: Hover over 'Email' on the menu bar then select 'Email Templates'.

The system will display a list of all templates created.

Please note: for more information on what you can do with the templates, see the end of this article.

 

 

 

Step 2: Click on 'Create email template'.

 

 

This will load the screen which allows you to create a new template: 

 

 

Each option described above is described as follows: 

1.  Give your template a name. 

2.  You can add up to 3 attachments to the emails with a maximum file size of 10 MB/file.

3.  Subject header of the email.

4.  You can insert any field data that you record in the system. Select the field you want and the system will populate the email with that contacts' data automatically.

5.  You can add images to your email - a logo, for example.

6.  Enter the content of your email.

7.  You can use the template to create a sequence of emails to be sent at various dates and times of your choice. Click here for information on creating sequences.

8. Last but not least, don't forget to save.

 

For more information on sending group emails click here, and for sending an email from a members record click here.

 

When you are finished, click 'Save' at the top of the page.

 

After creating a template, it will be displayed in 'Email Templates (BETA)'. By default, the system will show 10 templates at a time but you have to option display up to 50 at a time. The emails will be displayed in creation date order but you will be able to filter on any of the columns displayed in the table.

You will be able to edit, copy or delete any template that you have created. You will also be able to see when the template was last updated and by which administrator.

 

Email templates are available for use at the point of sending.  Click on 'Load template' for a list of available templates.  Here's some examples below: 

 

 

 

For more information on sending group emails click here, and for sending an email from a members record click here.

Have more questions? Submit a request

Comments

Powered by Zendesk