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Email & SMS Templates

Don't re-typing the same message, create template to use again and again.

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Written by Support
Updated over a week ago

This Article will provide step-by-step Instructions on how to create Email and SMS Templates to avoid re-typing the same messages.

To help you save time communicating with your Church's members, we created an easy Templates feature!

You can use this feature for weekly reminders, volunteer information, Bible schedule reading - any information that you send out on a regular basis.

How to Create a Template

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select Resources and then Templates in the side menu.

Step 3: Select Add Template

Step 4: Select between Email or SMS

Step 5: Create a Title and compose your email/SMS template.
Select Save.


Use Insert Recipient's Name to automatically personalize your email or SMS.

How to Use a Template

After your templates are created, they will be listed and show which whether it is email or SMS.

Let's say you want to send a weekly reminder to your Women's Ministry group that you created.

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select People and then Groups in the side menu.

Step 3: Scroll across the screen and select Send Email or Send SMS 

Step 4: Select Load Template and choose which template you would like to use.
Scroll down and select Send Email.

You did it! You used a template to send an email or SMS to your group! 

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