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Karani Docs

Email templates

If you’re writing the same email for the fifth time, make it a template.

Go to Mail → Templates, or karani.co/mail/templates.

The email templates page listing saved templates with edit and delete options
Your templates.

Creating one

Section titled “Creating one”

  1. Create a new template.

    The create email template form with name, subject, and body fields

  2. Give it a name you’ll recognise in a dropdown — “Thank you — first gift”, not “Template 3”.

  3. Write the subject and body.

  4. Save.

Using one

Section titled “Using one”

On the compose screen, insert a template. It fills in the subject and body, and you edit from there before sending.

Templates worth having

Section titled “Templates worth having”
  • Thank you — first gift
  • Thank you — recurring gift
  • Initial ask — the message you send when you first ask someone
  • Follow-up after a meeting
  • Reconnecting — for a lapsed donor you haven’t spoken to in a while
  • Newsletter sign-up confirmation
  • Pledge reminder — for a donor who’s fallen behind

Editing and deleting

Section titled “Editing and deleting”

Edit or delete from the templates list. Editing a template doesn’t change any email you’ve already sent.

Keeping them fresh

Section titled “Keeping them fresh”

Templates go stale. A thank-you referencing last year’s project is worse than one written from scratch. Review the set once a year, and rewrite anything that mentions a specific time, project, or figure.