đ©âđ» At a Glance
Email Templates make it easy to create reusable, on-brand emails for your supporter journeys without rebuilding them each time.
Use templates to:
Save time when building new journeys
Keep branding and messaging consistent
Reuse successful email designs across campaigns
Personalise communications with dynamic supporter and campaign data
Templates give your team a strong starting point while still allowing each email to be adapted for the campaign and supporter journey it is being used in.
Creating an Email Template
To create a new template:
Open Email Templates â Go to Library > Emails.
Create a template â Select Create Template.
Build your email â Add your content, images, buttons and dynamic fields.
Save your template â Give it a clear title and save it to your Email Template library.
Social Sync will automatically generate a preview image shortly after saving, making templates easier to recognise when browsing your Library or selecting one in Journey Builder.
Using an Email Template in Journey Builder
To use an existing template in a supporter journey:
Open Journey Builder â Go to the campaign and pathway where you want to add the email.
Add an email touchpoint â Insert an Email into the pathway.
Select a template â Choose Select Template and find the email you want to use.
Customise your email â Update the content or design where needed for the campaign.
Save the touchpoint â Add the completed email to your pathway.
Changes made to an email inside Journey Builder will not change the original Email Template.
Saving an Email as a Template
You can also turn an email you have created in Journey Builder into a reusable template.
Open the email, select the three dots (âŠ) in the email editor and choose Save as Template.
Give the template a clear title and save it. It will then be available in your Email Template library for use in future journeys.
Personalising Your Templates
Use dynamic fields to make reusable emails relevant to each supporter and campaign.
Depending on your journey, you can personalise content using information such as supporter names, fundraising totals, campaign details and personalised links.
This allows you to maintain a consistent email structure while automatically adapting the content for the person receiving it.
Getting More From Email Templates
Build templates around communications your organisation uses regularly, such as welcome messages, fundraising prompts, milestone celebrations and thank-you emails.
Keep your core branding and structure consistent, then adapt the content when you add the template to a new journey.
By building a library of proven Email Templates, your team can create new journeys faster while keeping supporter communications consistent, personalised and on brand.