Managing templates | FundCentre Fundraising

1. From the Profile menu, select Templates.
2. Expand the General or Document category in the left panel and click on the template that you want to customize. These templates include welcome emails, login consent, privacy notices, contact us, terms, and document notifications.

   Note: After you have made changes to a template, there is no option to automatically reset the template back to the default language.

3. Make any changes.

   Note: You can use merge fields to customize the notification. Click the information icon next to Merge Fields to see which fields are available for a given template. To use a merge field, enter the field name surrounded by a double set of curly brackets, for example, {{EmailAddress}}

4. (Optional.) To send a test email to the GP Admin user to preview before sending email to users, click Send Test Email. This option is available for welcome templates and documentation notification templates.
5. Click Save.

1. From the Profile menu, select Templates.
2. Click Add Templates.
3. In the Type field, select Teaser.
4. In the Name field, enter a descriptive name for the template.
5. In the Subject field, enter the subject of the email.
6. Click Save.
7. Enter the body of the email. It is recommended that you include a link to the landing page associated with this teaser.
8. In the Email to receive replies field, enter the email address that you want potential investors to use to send inquires about the investment. Note that this email address will apply to all teaser templates. If you change it for one template, it will be changed in all templates.
9. Click Confirm.
10. Click Save.

Users logging in for the first time will be prompted to accept the campaign consent after they have accepted the login consent. For subsequent logins, the user will be prompted to accept the campaign consent if it a new consent request. 

You can track which users have accepted the campaign request by selecting Marketing > Campaigns, clicking the campaign, and clicking the Consents tab or by selecting Entity > Contacts, clicking the contact name and clicking Consents. Note that you cannot accept the consent on behalf of the LP user.

1. From the Profile menu, select Templates.
2. Click Add Templates.
3. In the Type field, select Campaign Consent.
4. In the Name field, enter a descriptive name for the template.
5. In the Campaign field, enter the campaign to which this template applies.
6. Click Save.
7. (Optional.) To require campaign consent, move the Campaign consent required toggle to the right.
8. Enter the body of the consent form.
9. Click Save.

1. From the Profile menu, select Templates.
2. Expand the template category in the left panel and click on the edit icon for the template that you want to edit.
3. Make any changes. Note that changes to the Email to receive replies field in a teaser template will apply to all teaser templates.
4. Click Save.

1. From the Profile menu, select Templates.
2. Expand the template category in the left panel and click the delete icon in front of the template that you want to delete.
3. Click Confirm.