Customizing the out-of-the-box templates

Quick Tutorial Full Training

Out-of-the-box, iMIS comes with a variety of communication templates that you can customize to meet the needs of your organization. For details on each template, see sample communication templates.

A collage of three out-of-the-box communication templates. The right-most template is a donation-thank-you, the center template is a recurring donaion confirmation, and the left-most template is an invitation to sign in to a new website.

To customize a sample communication template, do the following:

  1. Navigate to Marketing > Communication templates > Templates > Samples and open the template.

    2. Viewing the various sample communication templates from $/Common/Communications/Templates/Samples

  2. In the email editor, click Save As.

  3. Name the template something unique to your organization. By default, templates are saved to the $/Common/Communications folder in the Document system.
  4. Edit the template and as needed. Be sure to remove the ASI and iMIS branding from the template and replace it with your own branding. For details about composing a template, see Creating a new communication template.

    5. Note: Communications with span styles applied to bullet or numbered lists do not properly display in Adobe Reader.

  5. Click Preview to view a preview of the email for each recipient. Click Prev or Next to review the email for each recipient. The preview will stop showing after the 18th record.
  6. Save your changes.