Using Signatures for Email Templates

Sometimes, associations have emails that they frequently send to one or two people (such as a "check-in" email). In this case, it doesn't always make sense to have an email template in the "Email Campaigns" module (which is designed for emailing lists of people). Instead, we recommend saving these emails as email signatures for easy access when you want to send them to a member (or non-member contact).

Creating the email template using the "Email Signature" functionality

1. Follow the steps in this article to access and change your email signatures. However, instead of just putting in your signature, input the whole email you often find yourself sending. For example:

2. Be sure to update the name of this signature to something descriptive by clicking on the notepad icon beside the signature's name...

... and then clicking the "Save" (floppy disk) icon, when you're happy with the changes.

3. Click the 'Save' button at the bottom of the page to save your changes.

Accessing the Template to Send an Email

4. Find the person to whom you would like to send an email.

5. Click the 'Email Contact' button on the left side of their profile page.

6. In the window that pops up, select your template from the 'Signature' dropdown menu.

7. Double check that the body reads how you want it to, write a subject line (*pro tip: put the subject line in the email template and cut/paste it so you don't have to re-write it every time*), CC/BCC anyone you need to, and hit 'Send'.

Congratulations! You have successfully used the 'Email Signatures' as email templates!