Email templates

Note: In order to email directly from LGL, you must first enable the LGL email feature in your account.

In this article:


Add a new email template

Once you have enabled LGL email, go to Mailings > Templates, and click on Email Templates. To add a new email template, click Add template

If you want to create an acknowledgment email template, click on that link on the left side. We've separated acknowledgment templates from the rest of mailing templates because they are so unique (acknowledgments must be connected to gifts).

Now you can enter a name for your email template and pick its category (unless you're creating an acknowledgment template, in which case its category is predetermined to be Acknowledgment). 

Create your email content

Write your email in the text editor field provided, using the standard formatting options available. You can even add images if you want to.

email_template_content.png

Note that clicking any merge field in the Merge fields column to the right of the text editor field will cause that merge field to be automatically added to your content.

Save your email template

Now you can save your email template, and it will be available to use in creating new emails.

2014-10-03_1650.png

Read more about sending email acknowledgments.

Use your email template

To apply your template, you need to start by creating a new email, which you can do from the Mailings tab. This  article on sending email shows how to do that, and on step 2 you'll see where you can apply a template.

Still need help? Contact Us Contact Us