Message Templates

Message Templates allow users to save and reuse common messages such as declines, cancellations and general outreach messages. This feature helps save time and ensure consistent, in-brand and timely communication, and reduce manual typing. 

Creating a Message Template

Note: Main Account users can add templates that will flow down to the entire team.  Invited users can add templates, however, Account users and Invited users will not be able to see those templates.

To set up a new Message Template, navigate to Settings from your dashboard menu, then select Message Templates.

1. Click Add new template. 
2. Choose the template type you wish to create.  This will determine where the template can be used.  Templates can be made for events or donations in the following categories:
   1. Denial Reason
   2. Cancelation
   3.  Activity Feed (On Demand Message)
3. Type a short, concise title for your template.
4. Type the contents of your template in the body section. 
5. Hit save.

👉View our Message Template Demo

Editing or Deleting Templates

1. Navigate to Settings from your dashboard menu, then select Message Templates.
2. Find the template you wish to update and click edit or delete.  When editing, don’t forget to hit save. 

Using a MessageTemplate

1. Simply select your template from the dropdown menu on any message option: On Demand Message, Denial Message or Cancellation Message. 

Best Practices for Message Templates

Here are some recommended templates:

• Donation and Fundraiser request declines
• Fundraiser cancellations
• General outreach messages
• Partnership follow-ups

Using templates helps maintain consistent messaging across your brand and saves time with repetitive responses.