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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Templates

Send a Message Using a Template

  • If the Template has a defined Template User or Template User Group, you must be that User or be in that User Group to send a Message using the Template.
  1. Launch the New Message Tool.
  2. Click Insert > Templates, and select the Template you want to use.
    Note: Templates with a Pertains To Page value defined display first in the list, grouped under the heading [Page Name] Templates. All other Templates display under the heading Contact Fields Templates.
  3. If needed, edit the Message content. Any edits you make in the New Message Tool only apply to this Message.
  4. Make any other necessary selections to send your Message.
  5. On the Advanced tab, review the From and Reply To fields. If the Template indicates a Contact for these and you are a delegate of the Contact(s), you can select the Contact Name(s). Otherwise, the tool uses your Contact information.
  6. When ready, click Send > Send.
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Last updated: July 17, 2024