What is an email template?

Email Templates allow your Village to customize the messages sent to your local community, including members, volunteers, donors, prospects, and other users.

Emails sent using an Email Template or directly from a person's profile are sent through the Helpful Village server and do not require synchronization with MailChimp.

Access Email Templates

If you have Admin permissions, you can access the list of email templates by going to:

Admin → Settings → Email Templates

The platform includes a number of preconfigured (factory) templates that you can customize to meet the needs of your Village.

You can also create your own custom email templates.

Payment and Donation Email Templates

Email templates related to payments or donations are managed separately.

To access these templates:

1. Go to the person's profile.
2. Click the Pay tab.
3. Find the relevant payment and click View.
4. Click Prepare Receipt.

You will then be able to view and select the available templates for payment-related communications.

💡 Important Notes

• All email templates, except the Weekly Events email template, are used when sending messages to individuals. They are not used by Email Messenger, which is designed for sending messages to groups.
• To send an email to an individual, open their profile and click the Activity tab.
• Select Send Message to This Person.
• You can then choose an existing email template or write a custom message. 

Example of an email template: 

Invitation to renew your Village Membership

To turn on the automatic task of having the renewal email go out 30 days before membership expiration (automatically), click the field ‘email template for auto tasks’ and choose "Renew Notice". You can also have an automatic "Thank for renewing" task set as well with an email template.