Set Up & Manage Email Templates in Boards and Committees

Before you can send an email to members of a board or committee, you must first configure an email template. This article will show you how to set up, edit, and delete email templates.

Important Note

You must have at least one email template set up to send an email to members of a board or committee.

Set Up an Email Template

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Scroll to the Templates section and click the Email Templates button:

5. Click the Add button to create a new template:

6. Add a Template Name:

7. Add text that will be included in the body of the template email:

   Note:

   You can click and drag the Expand tool (triangle icon) to increase the size of the text box, or click the Maximize button (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired:

8. Use the Paragraph Formatting and Text Formatting tools to format the look of the text, if desired:

   Note:

   You can click the body button at the bottom of the text box to quickly highlight all text in the text box, or click the p (paragraph) button at the bottom of the text box to quickly highlight the active paragraph if desired:

9. Select items from the Merge Tags drop-down list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired:

10. Click the Source button to view and edit the HTML source code of the email template, if desired:

11. Click the Save button to save the email template:

12. The email template has been set up:

Edit an Email Template

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Scroll to the Templates section and click the Email Templates button:

5. Click the Edit button to the left of the name of the template you wish to modify:

6. Edit the Template Name, if desired:

7. Edit the text that will be included in the body of the template email, if desired:

   Note:

   You can click and drag the Expand tool (triangle icon) to increase the size of the text box, or click the Maximize button (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired:

8. Use the Paragraph Formatting and Text Formatting tools to format the look of the text, if desired:

   Note:

   You can click the body button at the bottom of the text box to quickly highlight all text in the text box, or click the p (paragraph) button at the bottom of the text box to quickly highlight the active paragraph if desired:

9. Select items from the Merge Tags drop-down list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired:

10. Click the Source button to view and edit the HTML source code of the email template, if desired:

11. Click the Save button to save the email template:

12. The email template has been edited:

Delete an Email Template

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Scroll to the Templates section and click the Email Templates button:

5. Click the Delete button to the left of the name of the template you wish to delete:

6. Click the OK button on the pop-up that appears to confirm the deletion:

7. The email template has been deleted: