The Email Templates tab contains a list of all automated email sent by CausePilot on your behalf. It's a good idea to look through them and add your own content to personalize to your Organization.
1. Search. Search for an email template by name.
2. Edit. Click the edit icon to open the email template. See #4-6 below for further instructions on editing the Email Template.
3. Preview. Click to preview the email. Note that the content is pre-formatted and is intended as strictly an example.
4. Merge Tags. Click a merge tag to include information that we pull from our database for you.
Examples:
- Recipient First Name - Your software will automatically insert the name of the recipient of the email. (This option would only be available when you are sending to recipients that are in your Contacts.).
- Checkout Cart URL - Your software will automatically insert the link to the user's checkout cart.
5. Body. The portion above the Merge Tags is code that must be included in the email in order to provide the appropriate information to the user. However, you may add your own content below that by inserting it into the body field below the Merge Tags.
6. Update. Always update your template to save changes.
7. Preview. Below is an example of a preview of the Email Template.
