TormanoA template is an email you save once and reuse in campaigns or one-off messages, and in timed sequences on the Business edition.
Where to manage
Open Email > Templates, where you can create, edit, and delete the templates in your organization’s library. The campaign builder has a Template dropdown so you can pull a saved template into a campaign.
Building a template
Nonprofit accounts start with ready-made templates: Donation Thank You, Annual Appeal, Pledge Reminder, Event Invitation, Volunteer Appreciation, Grant Report Summary, Year-End Tax Receipt, and Lapsed Donor Re-engagement. Each comes with a subject line and a message you can edit.
Otherwise, give a template a name, a subject, and a message, and insert merge fields so each recipient gets their own details. See Personalize emails with merge fields.
Categories
Each template carries a category, such as donor stewardship, fundraising, or events, so your team can find them as the library grows.
Testing a template
Merge fields are filled in with each recipient’s own details at the moment the email sends. Send a test to yourself from the campaign builder to see how the template looks with real data in it.