How do I Create Message Templates in Fund Raising App?

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.
   
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.
  
6. Click on “Create” button to complete. 
7. The Email template will be created successfully.
    

Related Links

Read more about:

• Create custom attributes
• Convert investor lead source
  
• Create funding round
• Create a new investor