Newsletter: Populating a Communication Template

Populate a Communication Template

Once your organization has created a template using the Creating a Communication Template tutorial, you can create a copy of it to populate with information before sending to volunteers.

1. From the Main Menu, click Communications then Templates under Configurations.
   
   
2. Hover over the template you wish to use and click the copy icon to create a duplicate.
   Note: If you do not create a duplicate of the template, all changes will be made to the original template and will result in a loss of the original template.
   
   
3. The Add/Edit page of the template’s copy will appear.
4. To name this template, click the edit button at the top of the screen.
   
   
5. Enter a Code (a unique identifier to distinguish templates with the same name), Name, and Sub Category, if desired. Click Save.
   
   
6. Follow the Edit Widgets section of the Creating a Communication Template tutorial to populate the template with text, images, and URLs.
7. When done, click Save.

When you are done populating the template, you can send it to volunteers using the Sending Communication tutorial.