Find all of your custom email templates in the Template Library. Create, edit, preview, and permanently delete templates in the Template Library. Create folders to organize your templates.
These are the default templates, which you can edit:
Applicant Approved into Organization
Applicant Rejected from Organization
Happy Birthday (From the Opportunity)
Happy Birthday (From the Organization)
Opportunity Signup Complete (Self-Signup Workflow)
Organization Signup Complete (Self-Signup Workflow)
Pre-Shift Reminder (24hrs)
Schedule Summary (Last Month)
Schedule Summary (Last Week)
Shift Selection Summary (Self-Signup Workflow)
Volunteer Training for Bloomerang Volunteer
Welcome to the Opportunity
Welcome to the Organization
To view the Template Library and manage templates:
If you are in more than one organization, make sure you are in the right one.
Do one of the following:
For organization-wide templates, click Communications from the side menu, and then click Templates.
Default and custom templates appear in a list.For opportunity-specific templates:
Click Opportunities.
Select an opportunity, or use the search box to find and select an opportunity.
In the opportunity menu, click Communications, and then click Templates.
Default and custom templates appear in a list.
To create a new template, click Create Template.
To manage a template, click Take Action and select one of these options:
Edit Template
Preview Template
Delete Template
To add a new folder, click Add New Folder.
