Creating Batch Email Templates

This guide will assist a user in creating batch email templates in the Settings area.

This functionality is usually reserved for GivingData administrators with the Manage Batch Email Template permission enabled, and batch emails are available for Pro and Enterprise clients.

Prerequisite

Batch email templates utilize the contact role functionality in GivingData. These roles must be set up prior to creating batch email templates. To create these roles, follow the steps in this article.

Template Creation

In order to send batch emails, email templates must be set up in the Settings area. Select “Batch Email Templates” under the Documents & Templates section.

Select the type of email template. 

Enter the Template Name, the Email Recipient (these are defined by the contact roles in the system), a CC recipient, a default subject, and default message content. Then click Save.