Select the type of message (Thank You, Solicitation) and then select the template you’d like to use
The subject line and message content will automatically populate
Customize your message: if you like, you can update the subject line and template message
Be sure to update where is says [INSERT NAME HERE] and [INSERT EVENT NAME HERE] Once you’ve updated the template you can preview the message
Under the “current layout” section, select the stationary you would like to use, if any
Click on the “Preview & Send” button
If you are happy with the email, click on the “Send” button
If you would like to further edit the email, click on the “Close” button. You will be brought back to the edit screen. Make your edits, then select the “Preview & Send” button. Once you’re happy with the email, click on the “Send” button.