Managing templates in most email platforms is fairly straightforward. CharityEngine’s GUI path to managing templates requires a few more hoops. Having few clients who work within CharityEngine & fairly infrequently, I found it helpful to create a reference with CharityEngine’s currently limited platform documentation.
Manage templates by following this path:
- In the left side navigation,
clickthe “Quick Links” dropdown to show the mega nav menu,
clickthe “APPS” tab, and finally
clickthe “Configuration” link
- In the Campaigns card in the configuration view,
clickthe “Message Templates” link
- This brings up the Design Templates view and the list of all active email templates.
- In the templates data table, edit a template by
clickingthe ellipsis (…) in the “actions” column
If you have additional CharityEngine tips, shortcuts, or tricks to share leave a comment and a link. I would love to read them.
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CR Rollyson is a Digital UX & Web manager for a S&P 500 FinTech company and is the COO of Side Role, a marketing agency partnering with In-house Teams & Agencies, Non-profits, and Start-Ups. Learn more about Side Role here.