How to Create Custom Templates to Print or Send to Supporters

Event.Gives allow you to create templates that can be printed as a letter or emailed directly to your supporters. Once created, you can also utilize these templates to create custom email sequences. Click here to learn more about setting up custom email sequences. 

* Please note: Custom email sequences are currently in Beta. If you or your team would like to provide feedback, please email us at support@event.gives.

Skip To Section

• Printing A Custom Template
• Sending Custom Templates As An Email 

Creating a Custom Template 

1. To create a custom template navigate to the 'Messaging' tab. 
2. Next, click "Templates," shown below.
3. Next, click "Add New Template."
4. The first field is the Name field. This field is internal only and will be visible only to your team. If you plan to use this template as part of a sequence, we recommend adding a number to indicate its sequence step. For this example, we are creating a sequence to thank donors after an event. Therefore, we will name this template: “1 – Post Event Donor Thank You.”
5. Next, we will add the email subject for the intended email template. If this template is printed, this field will be voided.
6. After that, you can choose from four pre-made templates or create your own custom template. If you choose to create your own, you can use any of our nine available shortcodes to personalize your email with details such as the attendee’s name, address, spend, your event name, and more. For this example, we will create our own custom email and use the available short codes.
7. Next, click the blue "Save" button.

8. After saving your template, you will have the option to print these templates as letters or to send this template as an email. To do print these templates as letters, click the blue "Print" button.

9. Next, you will choose the audience for your letter. To print for all supporters, ensure the toggle remains set to "Yes." If you choose to toggle it to "No," you will need to select user tags to include or exclude from the printable templates. Lastly, you will select whether you want to display your Event Logo on these printable templates. This Event Logo is uploaded through the 'Settings' tab. For this example, we will print for all supporters. When you are done, click the blue "View PDF" button.
10. This PDF will open in a secondary window. The example template created in this article can be found below.

11. If you would prefer to email this template, instead of clicking "Print," click "Send," as shown below. Similar to the "Print" feature, if you do not want to send this email to all supporters, you will need to select user tags to include or exclude. To do so, move the toggle to "No." When you are done, click "Send Message."