Email and SMS templates are pre-designed, reusable messages that allow you to communicate consistently with your contacts without rewriting the same content every time. They provide both efficiency and consistency, especially for organizations managing memberships, donations, or campaigns.
Email templates: Pre-formatted emails that can include text, images, logos, links, and placeholders for personalized information (e.g., recipient’s name, donation amount, or membership number).
SMS templates: Pre-written text messages for quick and consistent communication with supporters, donors, or members.
Both types of templates can be saved and reused across multiple campaigns or automated workflows.
Why Should I Use Templates?
Reusable: Create once, use multiple times.
Customizable: Edit the content for each send or keep the core structure intact.
Personalizable: Add dynamic fields such as recipient name, donation amount, or membership type for automatic personalization.
Consistent branding: Ensure that all communications maintain your logo, colors, and style.
Automatable: Templates can be linked to automated workflows — for example, membership renewal reminders, donation thank-you emails, birthday greetings, or campaign updates.
Time-saving: You don’t have to recreate each message from scratch.
Error-reducing: Standardized templates reduce the chance of mistakes in messages.
Engagement-boosting: Personalized and well-designed messages perform better than generic ones.
Compliance support: Ensures legal or organizational information, such as unsubscribe links, is included in communications.
How Can I Create a Template?
From the left-hand menu, go to:
Email & SMS > Templates > Create Template
Here, you can create a new template, choose its type and category, and, for email templates, customize its design before saving.
Adding a “Login to Fonzip” Button in Email Templates
When creating or editing an email, you can add a button.
In the button’s settings, select Login to Fonzip under functionality.
Choose which section you want to direct your members to and share a one-time special link with recipients.
This allows you to use emails effectively for purposes such as:
Membership fee balance reminders
Sharing membership cards
Updating recurring donation cards
Personalization Fields
In the template editor, use the Personalization Fields button to select which contact information should appear in the message.
Example:
Instead of writing “Hello John”, you can write “Hello {{NAME}}”, which will automatically pull the recipient’s name from their profile.
For more detailed setup, please refer to our article on personalization fields.