Create a welcome email template

The fastest way to create any new email template is to duplicate an existing email template, then make changes to the duplicate and save it with a new name.

To create a Welcome email template, we recommend duplicating and then editing the system's Website launch welcome email template. Follow the instructions below.

  1. Navigate to Communication > Email templates in the admin view.
  2. Locate the Themed templates, below the Custom templates, and select the Website launch welcome email template. 
  3. Select Duplicate in the top left corner of the screen. You cannot edit a system template, but you can edit a duplicate of a system template.
  4. Edit the Name and Subject of your new template, then click the next arrow in the top left corner to proceed.
  5. In the Design tab, click on the text areas of the template to make changes to the text as needed. For example, change the email header from {Organization_Name}'s new website is now live to Welcome to {Organization_Name}!
  6. The text of your email template includes macrosThese are text spaces that will be automatically filled with information drawn from your database. Macros allow each email to be personalized for the recipient.

    You can change the macros that are used in your template, or insert new ones, by selecting the Macro menu in the text editor. 
  7. The template you selected to duplicate (the Website launch welcome email template) already contains the information and macros that you need for a good Welcome email template, so you likely won't need to make many changes. Make any changes you do want, then click the next arrow in the top left corner of your screen to proceed.
  8. The final step in creating your new Welcome email template is the Template preview. You can preview the appearance of your new template in both desktop and mobile views.
  • If everything looks good, click Save in the top right corner of the screen.
  • If you need to make any changes, click the back arrow in the top left corner of the screen.

You'll find your new Welcome email template at the top of your Email templates screen whenever you navigate to Communication > Email templates in your admin view.


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