How do I locate the Saved Templates for Communication

The pre-defined templates you are looking for are found by clicking on the Saved Template icon when creating a form letter or email.

One way you can find them is by going to Communication → New Email to Multiple Members. Add at least one member to the recipient list. When you get to the screen where you build the body of your email, you will look for the saved template icon. It looks like a sheet of paper with blue writing on it. Click on the icon. There will be a window that pops up, and at the top it will say, “Choose a Template”. Click on the Pre-Defined Templates area.

You will now see a list of all of the pre-defined templates available. I think you may be looking for the template called ‘Notification of ChamberMaster partnership’ or ‘Remind of login/password for member portal.’ When you find the template you want to use, click on add. It will then move the template to the saved template list. Click on cancel, and then you can click on the template name to move it into the body of your email or form letter communication.

The database fields will be filled in for you when you send the letter out. You can also edit the templates in any way you would like to make them more personalized.

Please let us know if you have any other questions.

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