How do I Create Message Templates in Fund Raising App?

Updated on July 17, 2017 12:11AM by Admin

Message templates allow you to setup pre-defined messages. These are customized email messages that you can send to your investors.  

Steps to Create Message Templates

  1. Log in and access Fund Raising App from your universal navigation menu bar. 
  2. Click on “More -> Settings” icon located at the app header bar.
  3. Click on "Email Templates" from the left navigation panel.
  4. Email template dashboard page opens.
    email template
  5. Click on "Create" button to create new message template and specify:
    • Template - Name of the message template.
    • Subject - Message template subject.
    • Message - Content of message template.
      create email template
  6. Click on “Create” button to complete. 
  7. The Email template will be created successfully.
     created template

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