Save and Reuse a Message Template

A template is a message you keep: the volunteer reminder, the welcome to a first-time guest, the giving statement announcement.

Steps

1. Choose Messaging in the sidebar, then Templates.

   

2. Choose New Template, give it a name, choose whether it is email or SMS, and write it.

3. Save it.

When you write a message, choose the template and it fills in the subject and body, which you can then change for this one send.

Good to know

• Merge fields work in templates, so one template greets everyone by name.
• Workflows use templates too, which is how follow-up gets sent without anyone remembering. See Create a Workflow.
• Archiving a template asks you to confirm and leaves messages already sent alone.