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Online Help |
Working with the Suggested Messages
You can create email messages that participants and Team Captains can access from the Participant Center to alleviate the burden involved with trying to create their own messages. Providing preformatted messages can help participants conveniently perform tasks without requiring large amounts of time and effort.
To help participants decide which Suggested Message template to use, you can provide a type of message to Recruit Team Members, Solicit Gifts, and extend personal Thank You notes to donors. You can label the other messages, such as team member meetings, with the type Other.
Click one of the following links to learn more about:
Adding a New Suggested Message
You can add a new Suggested Message email template here that will automatically appear in the Participant Centers for this TeamRaiser. Note that you can enter only plain text in a Suggested Message. You can also make the message envelope and body content modifiable or Read-Only.
To add a new Suggested Message:
- From the Event Management Center, click Event Emails. The Event Emails page displays.
- Click Edit Suggested Messages. The Suggested Messages list page displays.
- From Related Actions, click Add a message. The Identify Message page displays.
- For Suggested Message Template Name, enter a descriptive name to help identify the purpose of this message in the Suggested Messages list.
- For Message Type, select the purpose of the message from the drop-down list.
- For Suggested Message Subject Line, enter the subject that will display when the message is displayed in the mailbox of a recipient. Entering a compelling subject line may help increase the chances that recipients will open the message and take action.
- For Subject Editing:
- Leave the Allow participants to modify the Message Subject radio button selected.
- Or, click the Make the Message Subject read-only radio button.
- For Suggested Message Body Content, enter suggested wording to use as the body of this message. Note that you cannot format this text.
- For Message Body Editing:
- Leave the Allow participants to modify the Message Body Text radio button selected.
- Or, click the Make the Message Body read-only radio button.
- Or, click the Make the Message Body read-only but allow participants to add to it radio button.
- Click the Finish button. The Suggested Messages list page displays with your new message in the list.
Editing an Existing Suggested Message
You can edit an existing Suggested Message to makes changes to the:
- Template Name that identifies it in the list to correct typographical errors, make it more meaningful, add words to it, and so on
- Message Type that identifies its purpose
- Subject line that recipients see to correct typographical errors, make it more meaningful, add words to it, and so on
- Subject Editing option to make it modifiable by participants or read-only
- Body Content to correct typographical errors, make it more meaningful, add words to it, and so on
- Body Editing option to make it read-only or to allow participants to change it completely or only add to it
To edit an existing Suggested Message:
- From the Event Management Center, click Event Emails. The Event Emails page displays.
- Click Edit Suggested Messages. The Suggested Messages list page displays.
- Click into the appropriate area and make your changes.
- Click the Finish button. The Suggested Messages list page displays again.
Deleting a Suggested Message
You can delete a Suggested Message that is no longer used.
To delete Suggested Message:
- From the Event Management Center, click Event Emails. The Event Emails page displays.
- Click Edit Suggested Messages. The Suggested Messages list page displays.
- Click Delete from the Actions column of the Suggested Message. A confirmation window displays.
- Click the OK button. The confirmation window closes and the focus returns to the Suggested Messages list page where the message no longer displays in the list.