What are email templates, and how are they used in Timecounts?
Email templates are pre-made, professionally formatted messages you can use when communicating with volunteers in Timecounts. They’re great for creating consistent, polished responses, whether replying to volunteers or composing new emails. While not required, templates are highly recommended for critical emails, such as the Welcome Message, Invites, or Custom Confirmation/Reminder emails. You can create as many templates as you need, allowing flexibility to tailor messages for different purposes.
Creating an email template.
To create a new email template, go to Settings > Email Templates and click the Add New button in the top right corner to start composing your template.
A popup will open where you can name your template—this will only be visible to you and other admins, so choose something clear and recognizable for easy reference. Next, fill in the Subject line that volunteers will see, then begin composing the body of the email. You can personalize it by inserting fields like FirstName and add buttons to guide volunteers directly to the right place. Once finished, press Create to save your email template.
Using templates for custom auto-emails
Templates make it simple to personalize your automated emails, such as Welcome emails, Invites, Confirmations, and Reminders. You can select your template from the dropdown list in the Details tab of your Hub or Opportunities to attach a custom message to each email type.
Using templates when composing a new message.
Templates make it simple to start with a well-crafted message. Press the New Message button, and from the Format section, select the Email Template you'd like to use. This pre-fills the email, saving you time. Unlike auto-emails, templates in new messages can still be customized before you send, making it easy to add a personal touch while keeping most of the content ready.
