Email templates

NOTE: In order to be able to send email directly from LGL, you must first enable the LGL email feature in your account.

In this article:

• Add a new email template
• Create your email content
• Save your email template
• Use your email template

NOTE: We are in the process of rolling out a significant update to LGL Email that offers more and better formatting, plus the scheduling of emails up to 30 days in advance. The email upgrade is in beta, which means it is still subject to change before it’s finalized. If you have chosen to use the updated version of LGL Email, then the screenshots of the LGL Email interface in this article won’t match exactly what you’re seeing in your account. Learn more about the email update here.

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 the appropriate link in the left column of the page, depending on the type of email template you want to create. Notice that acknowledgment templates a separate from the rest of the mailing templates because they are unique and use a separate process (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 Email Content field provided, using the standard formatting options available. You can even add images if you want to.

Note that clicking any merge field in the Merge fields column to the right of the Email Content field will automatically add that merge field 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.

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.