The Goal: Understand why email templates are worth using in GrowthZone and learn which five email templates you should customize, so your outgoing emails are faster to send, consistent, and ready for automation.
Before You Begin:
- You need staff access to Email Templates under Marketing & Communication, Communication section, Settings.
- Watch the companion webinar below and download the companion materials to follow along.
There are multiple benefits in using the email template functions in your GrowthZone database:
- Efficiency: When you frequently send very similar emails, using templates will save you time in not having to create the same email time over time from scratch. You'll save time and become more efficient at your email tasks
- Consistency: Your members will easily recognize your emails if you use the same template every time
- Automation: To benefit from the automated messaging functions in GrowthZone, you will want to design the emails templates that you wish the system to automatically send for you, for example, the Membership Application submitted email
Download the companion materials
Microlearning Overview
Step-by-Step Instructions
To find and customize your email templates:
- Go to Marketing & Communication, Communication section, click Settings and select Email Templates.
- Open the template you want to update (or create a new one), then customize its content, branding, and merge fields.
- Click Save to finalize your changes.
Common Pitfalls
- Skipping the automated templates: The templates the system sends automatically (such as the Membership Application submitted email) only reflect your branding once you customize them. Update these templates first so automated messages match the rest of your communications.