How To Use The Updated Template Editor

In Templates and HTML Editor, click “New” on the left hand pane to start a new template. 

From there, you can type in a description and click on “Open HTML Editor”.

Note: Clicking on “Open HTML Editor” for templates that were created with the old template editor will open the old template editor. 

The updated Template Editor will open in a new browser window with the Template Type “Other” set as your starting point. From this window, you will need to select the Email Template that you would like to create. 

In the screen cap below, we’ve selected Donation Acknowledgement / Thank You as our example. 

We’ve pre populated the fields for Template types in place that you can use as a starting point!

We also have a suggest a subject

 and message body to help you complete your template faster!

The generated subject and message will base it’s suggestions on the information you already have in the template. Keep in mind that this feature is new and evolving. Please review your generated content to ensure accuracy and make any necessary adjustments.

Enhanced Contact History

We've transformed the history tab to provide you with a clearer and more user-friendly experience. 

The revamped layout makes it easier to grasp contact history at a glance, making it more intuitive and less cluttered with excessive information.

With this update, Case Managers will be able to get a quick overview of all the interactions that transpired with clients. This is useful when Case Managers need to quickly get up to speed and helps them avoid missing or duplicating treatments or work.

Similarly, non-profit staff gain a more comprehensive view of donor, member, or volunteer interactions. They can easily review the contact's history, go over recent conversations, and identify the latest updates in their records. This enhanced capability empowers non-profit staff to better understand and respond to their contacts, fostering stronger relationships and increasing their effectiveness in their efforts.

Here is a breakdown of the enhancements we’ve added to a contact record’s History tab.

Clearly see Meetings and Reminders

With this update, users will be able to:

1. Streamline the management of a donor's Development or Stewardship process by quickly seeing whether action plans have been completed, determining the donor's current stage, or seeing if the team forgot to initiate an action plan for the donor!
2. Clearly see where a client is in their case lifecycle action plan. This gives case managers a good overview of what's coming up next, ensuring nothing important, like treatments or tasks, gets missed.
3. Easily find out if there are any reminders or planned next steps for a member, whether it's related to their membership induction, orientation, or perhaps to kickstart action plans aimed at fostering member retention.
4. Promptly identify any pending checks or required next steps for volunteer validation or onboarding, ensuring their experience is smooth and enjoyable, encouraging them to volunteer more.

Better visibility for contact history

We've enhanced the history area to provide a more intuitive review of record types logged for a contact. 

This update addresses challenges users encounter when balancing the need to focus on specific record types, and the awareness that some types may be hidden. It aims to simplify this process, providing a more user-friendly experience.

The dropdown will now include an 'All' and 'Showing Selected Record Types' options.

When a user unchecks specific records, 'Showing Selected Record Types' will be displayed. 

Note: “Showing Selected Record Types” will only be visible if certain record types have been unchecked.

To view all record types again, simply click on 'All,' and the list will once again show all record types.

See who worked with a contact at a glance

To help users identify which of their colleagues have worked with a contact, how often, and when they last worked with the contact, we added an area where users can see all that information laid out.

In this new area, you can click any user’s name to further explore their interactions with this contact. This includes information on when the user last made updates to the contact record, the total number of interactions they've had, and any open reminders they have for this contact. Additionally, users will find a comprehensive list of all interactions they've had with the contact.