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  1. Log in to the Admin at
  2. Navigate to the entity (organization, group, or campaign) on which you'd like to create this templateconfigure this setting. Click here to learn more about inherited settings.
  3. Click the "Fundraising" tab
  4. Click "Email Templates" in the left sidebar
  5. Click "Add New Email Template" in below the top leftlist
  6. Enter a name for the template — template names will be listed to the fundraiser so that they can choose a templateSelect whether to disable the email so it doesn't appear to fundraisers — this is useful if you're still drafting the template
  7. Select "For Team Captain" to make this template available only to team captains
  8. Enter an email subject for the template
  9. Compose the body of the message. Use placeholders to include event information and each particular fundraiser's information in their email template (this does not personalize the email for the end-recipient; the template is generated personalized to the fundraiser, saving them the effort of adding event information or their own information).
  10. Click the "Save" at the bottomIf you'd like Preview" tab to see what the email will look like, click "Test Email" at the top of the window, and an email will be sent to the administrator's email address.


  1. . In this interface, you can toggle the sample data used to see how the email will look in various scenarios.
  2. Click "Save" at the bottom

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