Using Email Templates on an Organization Record in Connect25
Email templates save the subject and message you send to organization members, so you can reuse them without retyping. When you email members from an organization record, you choose a template and, if your role allows it, you can create and manage templates for your own organization.
Security Note
The Organization email templates permission on your role controls what you see on an organization record:
- No permission - The Email tab does not appear on the organization record.
- Read - The Email tab appears. You can view and select templates, but you can't create, edit, or delete them.
- Full control - The Email tab appears. You can create, edit, and delete templates for your organization.
Emailing Members With a Template
1. Open the Email Members Form
Image: The Email Members form on the right side of an organization record.
Open the organization record, and then open the Members section. Use the Email Members button (also available in the Email tab). The new view slides open from the right side of the page.
2. Select a Template
Select a template from the Email template dropdown. The subject and message fields fill with the template content. Edit the content if you need to, then send the email.
- The dropdown lists templates that are enabled and assigned to your organization. These include institution templates your super administrator assigned to the organization and templates your organization created.
- If no templates are assigned to your organization, the Email template dropdown does not appear.
Note: Templates and Compose Email
The Email template dropdown is available when you select Email Members from the Email tab or the Members tab. It is not available from the Compose Email page.
Managing Organization Templates
This section applies to roles with Full control of Organization email templates. Roles with Read can view templates but cannot make changes.
1. Open the Email Tab
Image: The Email tab on an organization record listing institution and organization templates.
Open the organization record and select the Email tab. The tab lists the templates available to your organization.
2. Create a Template
Use the Create template button, enter the template details, and save. Your organization can reuse the template for future emails. Only your organization can see the templates you create.
3. Edit or Delete a Template
- Organization templates - Select a template to edit it, or use its Delete button to remove it.
- Institution templates - Select View to read the template.
- The Delete button is disabled because your super administrator manages institution templates.
- See Managing Institution Email Templates in Connect25.