How To Use The Template Editor

How To Use The Template Editor

Create Beautiful Emails With Our Updated Template Editor

Just fill in the blanks, and you’ll see a nice-looking result once you are done!



Sumac Mail Merge Code Support

We’ve also integrated some of our commonly used mail merge codes into the editor, along with the ability to preview your template with the information you will be merging.

Types of templates supported

This iteration of the updated template editor supports the following template types:

  • Fundraising Email / Fundraising Ask

  • Donation Acknowledgement Template / Thank you email

  • Membership Purchase/Renewal

  • Membership Expiry Notice

  • Volunteer Recruitment

  • Volunteer Sign-up

  • Intake submission confirmation

  • Other


Notes

Note: 

More template types will be added in future updates including Donation Receipt (PDF) Templates. Do you have any other template types that you would like to see added? Let us know by emailing us at product@silentpartnersoftware.com.


How To Use The Updated Template Editor

You can access the updated template editor by going to Utilities and clicking on Templates and HTML 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”.




Notes

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!



Alert
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.
Once you are done with your edits, scroll to the bottom of the page and click on Save Template.


You are then taken back to Sumac with a confirmation that your Template has successfully been saved.



You can at this point, use your new template at appropriate areas of Sumac.

Make sure you test out your templates before using and sending them out!


Notes

Note: 

  1. To ensure our customers can take full advantage of the updated template editor and to assist organizations in the upcoming receipting season, non-admin users can now add new templates to their respective Sumac databases
  2. Further updates will introduce permissions regarding who can view, add, and edit templates in upcoming releases.

AlertIf you have questions or require further assistance, please contact our support team at 877.399.4645 x 1 or email us at support@sumac.com


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