Manage Templates in CharityEngine | Organization

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:

1. In the left side navigation, click the “Quick Links” dropdown to show the mega nav menu, click the “APPS” tab, and finally click the “Configuration” link
2. In the Campaigns card in the configuration view, click the “Message Templates” link
3. This brings up the Design Templates view and the list of all active email templates.
4. In the templates data table, edit a template by clicking the ellipsis (…) in the “actions” column

Configuration View | CharityEngine | UI

Design Template View | CharityEngine | UI

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.