Step 1: Fill in the Name and don't forget to check the Externally Available Image Checkbox.

Designate the Folder where the image is stored. Be sure to use NPSP Documents.

Browse through your saved photos to find the one you want to upload. Choose that file.

Click Save.

1. The FIA Bay Area logo is already on this template. (and East Bay's is on their template)
2. We use a merge field from the donation record to get the full name of the donor.
3. We reference the donation Close Date and Amount.
4. We have other text content that we've already added to the template.
5. This is the template associated with our automatic email acknowledgement function. When we click Acknowledge Now on a donation record, this email goes out to the donor whose name is the primary contact in the Household, or the person we've named as primary contact on the donation.

Note the Clone button at the top of the button list. We'll also use this to create new templates for sending to different kinds of donors: Major Donors, people who've signed up for Recurring Donations, board members we want to recognize for the donations they've influenced, etc.

Click the Clone button

We will need to delete the information in the Email Template Name and the Template Unique Name, and add a new name. The Template Unique name will auto-fill.

Then we change the description to describe the purpose of this new template

I've changed all the information I need to change to create a new template based on the other one.

Notice: I've left the FIABA Sample Letterhead, so we'll have the logo.

Also note: I have left the Available for Use box CHECKED.

Hit Save

We'll leave most of it to play with for another day. (And please do see what all those buttons do! That's where you can really get creative! I'm going to:

1. Change the Subject field
2. Use Contact fields instead of Opportunity fields to convey my message.
3. Add a photo to the email.

I changed the subject line first. Then I went to the Merge Fields section, to pick out the First Name. That gives me a Merge Field already formatted! I copy that and paste it into my template.

1. Paste the Contact First Name code into the Greeting Line.
2. Next we'll add our birthday photo. Click in the body of the email at the place you want to add the photo.
3. Click on the little Image Icon.

Choose the NPSP Documents Folder and then click on the Image File.