RakefetOnline-Hybrid Yahrzeit Email Template from Rakefet Unlimited on Vimeo.

 


 

Creating Yahrzeit Notices in RakefetOnline

Yahrzeit notice templates allow your synagogue to quickly generate personalized emails and printed letters for mourners. Once your template is created, it will be available on the Yahrzeit Notice Page for printing, emailing, scheduling, or exporting as an RTF document.


Create a New Yahrzeit Template

  1. Go to Setup → Templates.
  2. Click Add.
  3. Select Yahrzeit as the template type.
  4. Enter a descriptive Template Name.
  5. Build your notice using the editor and available merge fields.
  6. Use the gold Yahrzeit fieldsto automatically insert information such as:
    • Deceased Name
    • Mourner Name
    • Jewish or English Yahrzeit Date
    • Relationship
    • Hebrew Name
    • Date of Death
    • Shabbat Before or After the Yahrzeit
    • Additional Yahrzeit-specific details
  7. Enhance your template by adding:
    • Images or your synagogue logo
    • Hyperlinks (for email templates)
    • File attachments
    • Text formatting, tables, and emojis if desired


Preview Your Template

Before saving, use the Preview option to send yourself a test copy. This allows you to verify formatting, images, merge fields, and links before sending notices to members.


Save Your Template

When you're satisfied with the layout, click Add (or Update if editing an existing template).


Best Practices

For the best member experience, we recommend creating separate templates for different situations:

  • Jewish Date observance notices
  • English Date observance notices
  • Email templates (may include hyperlinks, buttons, and attachments)
  • Print templates (avoid hyperlinks and email-only content)

Having multiple templates gives your office flexibility when communicating with families throughout the year.


Next Step

After your template has been created, it will appear in the Select Template drop-down on the Yahrzeit Notice Page, where you can filter mourners, generate notices, print letters, send emails immediately, or schedule notices for future delivery.