Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
In this brief tutorial by Jessica demonstrates how to create and customise email templates using the Lightning Email Template Builder. Jessie starts by creating a new template, associating it with a the Contact object, and providing essential details such as a subject line. The Lightning Email Builder offers a drag-and-drop interface, and Jessie showcases the process of adding components like images, rich text, buttons, and merge fields for personalisation. She highlights the importance of resizing images for mobile compatibility and discusses the option to add URLs for click-through functionality. Jessie tests the template, identifies issues with spacing around the call-to-action button, and makes adjustments in terms of colour and whitespace within the Builder. The tutorial concludes with Jessie sending a refined test email and emphasising the various styling options available for Lightning email templates.
