How to Create an Email Template

1. You will need to have a template created before you can send a mailing. From the main navigation, hover over Mailings, scroll down to Templates, and then select Email Templates.

2. Next, select ‘Add Email Template’.

3. Name your Email Template and choose the type of template that you are creating. You can select whether or not it is Active and add a Description if you would like too.

NOTE: The Template Type that you choose will affect which type of fields that you are able to download to export and then import into your email provider, or to use for our integrations with Mailchimp and Constant Contact. We send over First Name, Last Name, and Email Address only. Any additional fields that you’d like to send over, we recommend exporting out of Eleo, and then importing into either email marketing platform. If you would like to include event fields, choose an Event Template. If you would like to include membership fields, choose a Membership Template, etc.

4. Select the fields that you would like to pull from Eleo for the email. Once you have all of the necessary fields checked, click on the ‘Add’ button in the middle of the screen to add them. If you want to add all of the fields, you can simply choose the ‘Add All’ button.

Alternatively, if you added one or all fields in error, you may select the ‘Remove’ or ‘Remove All’ buttons. You may also reorganize the order of the fields using the Top, Up, Down, and/or Bottom options on the right-hand side.

5. When you are done adding and arranging all of your fields, click on ‘Save’ in the upper right-hand corner of the screen.