To create or edit an email template for an email merge with your database, go Setup--> Templates and click on the submenu Templates.
Click the green +Add button to begin adding your new template.
Then select the type of Template you will create or edit:
General, Yahrzeit , Thank You / Receipt Letter or Gift In Kind Thank You.
To add a template, click the Add New Template button.
To edit a template, find your template name in the Search and click the Edit icon.
When creating or editing either of the template options, you will have a choice of related Tokens to select for data merging.
The template editor is a WYSIWYG type of editor. This type of editor clearly shows what it is capable of doing by the provided icons you can see on the menu. The editor will allow you to include images, attach related files, add hyperlinks and create your own Template in HTML.
When adding, to save your Template, click the Add button at the bottom of the screen or click Add & Preview to receive a copy preview.
When editing a preexisting template, click the Save button at the bottom of the screen or click Save & Preview to receive a copy preview.
Once your template is saved, you can choose to Edit, Disable or Remove the Template at any time from the Email Template List.
