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Customising the email template
Customising the email template
S
Written by Sonal Singhal
Updated over 9 months ago

The email template allows you to customise all of the emails that are sent from the community to your users.

The template will be used for community invitations and notifications, for any emails that you send to users from the community, and also any automated emails that you have set up.

In this article:

  • The email banner

  • The email signature

  • Custom email text


The email banner

The email banner, or masthead, will appear at the top of all emails that go out to your users from the community.

If you do not add an image for your masthead, will be coloured in the colour you have chosen for your community banner and the name of the community will be in the masthead.

If you want to upload an image to be your email masthead, you should include the name of the community in the image that you use, so that your users know who the email is from.

Good to know

The image for your email masthead should be 588 pixels wide and 100 pixels high

To add an email masthead:

1. Go to Email in the Crowd Management menu and click on the Email template tab.

2. In the Email masthead section, click Change to open the file library window.

3. From the file library you can either choose an image that you've already uploaded, or click Upload to add a new file from your computer.

4. Select the image that you'd like to be your masthead by selecting the round button

underneath the image you'd like to add.

5. Click Save choice to finish your selection and then click the Save changes button at the bottom of the page.


The email signature

The email signature appears at the end of every email that you send, underneath the main text of the email.

You can add some text for the signature and an email address that users should contact if they have any questions.

Your email signature should sign off the emails in some way eg. "From, the Innovation Team" or "Best wishes, Hugh Jones (Community Administrator)"

The email that you add should give users a way of contacting you if they have any questions, it could be the email address of a community administrator, or you could create use an email address that you and the other administrators have access to, eg you could ask your organisation to set up a generic 'ideas@..." email address.

To change the email signature:

  1. Go to Email in the Crowd Management menu and click on the Email template tab.

  2. Go to the CUSTOMISE EMAIL SIGNATURE section of the page.

  3. In the box marked Email signature, enter the text that you would like to use to sign off your emails

  4. In the box marked Admin email enter an email address that users can use to get in touch.

  5. When you are happy with your changes, click the Save changes button at the bottom of the page.


Custom email text

The custom email text is shown beneath the email signature and is a good space to explain what your community is about. This space will automatically have a link to the community, so it's a good idea to include a bit of information about the community so that new users understand why they have been sent an email.

1. Go to Email in the Crowd Management menu and click on the Email template tab.

2. Go to the CUSTOMISE EMAIL TEXT section of the page.

3. In the box marked About the community, enter text to describe your community.

4. When you are happy with your changes, click the Save changes button at the bottom of the page.

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