Are you looking to edit a donation receipt?
🤗 New to Funraise emails?
This article covers the campaign email editor specifically. If you're new to email in Funraise, we recommend starting at Email Campaigns 101.
🥸 Things look different?
If your account looks different than described below, it means you're using our legacy email tools. Contact us to learn more about upgrading.
Email Campaign templates
Your Email Campaigns contain one or more email templates. Email templates are the individual emails that can be sent from this campaign. You can access your email templates inside your bulk campaigns or automated campaigns.
Access the editor for one of your existing emails or click New Email to create a new email template.
Inside the email editor, you'll see a preview of your email to the right and the content configurations to the left.
Campaign email configurations
Each campaign email template enables you to configure the content and design for the email.
👯♀️ Start with a previous email design
You can clone any existing email template. We recommend creating a general template and then cloning that template for each new email you create to keep your email design consistent. Copy a previous email tempalte from Actions > Autofill from another Template
Content Configuration | Description |
Email Name | The email name is a helpful internal label. We recommend using a short and clear email name. The email name can be referenced when creating email performance reports. |
Subject | Add a subject line to this email. You can also use data merge tags in a subject line. |
From Address | This is the sender and reply-to email address. You can select from any Organization email addresses you have added in Settings. |
Header Image | Add an image to the top of your email. You can also provide a link for this image. We recommend an image width of ~ |
Overall Background Color | This is the background color of the email. In most cases, we recommend white. |
Text Area Background Color | This is the background color of the text box. In most cases, we recommend white. |
Body Text — Template Type | Use the standard text editor by selecting |
Body Text — Text Area | Enter your email body text.
Good to know
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Button | Add a button to the email and edit the button styles. The button will always appear below your email body text. You can use data merge tags in your button. |
Footer Logo | Add a logo to the footer of your email. |
Footer Text Color | This is where your address and organization name appear, which are often required when sending emails. You can edit the text color to make sure it has enough contrast with your email background color. |
Send a test email
After you've configured your content and design, you can send a test email. From the email editor > Actions > Send test email.
Test emails will use placeholder content for most data merge tags.
Set an email as active or inactive
You can toggle an email template between Inactive or Active. An active email can be sent in automated or bulk email campaigns. An inactive email will not send in automations and is not available to send as a bulk campaign.
Sending an email
If the email is part of an automated email campaign, you can activate the email and it will send based on the automation rules.
If the email is part of a bulk email campaign, you can send the email to a specific list in the platform: a filtered list of Supporters, Transactions, Fundraisers, Subscriptions, or Registrations. Learn more about sending a bulk email to a filtered list.
