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Emails

Email templates are important for communicating to your members. You can create an unlimited number of email templates. To view email templates go to Marketing and click on the Emails tab

Emails Table

The emails table displays the following columns
Name: The name of the email template
Status: The status of the email template
Create: The date the email template was created
Version: What version the email template is (this is used by us)

To edit an email click on the row (not the checkbox) for the email. This will open the email in the details view

Email details view

In the details view you can set the template to use a name that is meaningful to you. You can optionally set the email to be sent on a trigger. Triggers are
Nothing: not sent on a trigger
New Memberships: When a new member joins
New Files: When a file is added
New Events: When an event is added
New Products: When a new product is added (store)
Membership Renewals: When an automatic member renewal succeeds

If you want to test the email by sending it to someone you can use the “Send” button to queue the email.

Editing email templates

When you hover your mouse over items on the email template you will notice a blue outline appear on certain items. In order to edit an item click on an area inside the blue line

Editing an area

This will cause a tab appear at the bottom of the outline and the outline to stay active. Use the up/down arrows to move the section up or down. Click the trash can icon to remove the section. Click Done when you are done editing.

Some sections will have additional settings that will appear on the right side. For example, if you are editing an image you will see the image editing controls

image editing controls

Click the Select Media button to select an image that you have uploaded to the files for your account. Adjust the alternate text for screen readers and size so that your image looks appropriate. Click done when finished.

Placeholders

You can use placeholders that will be replaced with member specific settings during the processing of the email. All placeholders must be placed between a dollar sign, opening curly brace and closing curly brace (ie ${placeholder}). Available placeholders are:
contact.id
contact.name
contact.firstname
contact.lastname
contact.expiration
contact.address
contact.city
contact.state
contact.zip
contact.email

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