Sample communication templates

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Out-of-the-box, iMIS ships with many different sample communication templates that your organization or association can use as a starting point for your communication templates. These templates are responsive, and can be located by going to Marketing > Communication templates > Templates > Samples. The following templates are available.

In This Article 

Billing notifications

The Billing notifications folder contains three sample templates that are used when sending billing reminder emails to members who are due for their membership renewal soon. For more information about the templates, see Generating renewal fee reminders.

Use the Sample renewal notice with attached Report Writer report template to attach a billing notification with a Report Writer report. Select the template in the billing cycle to be used when you issue notifications for renewals generated with that billing cycle.

Event confirmations

Use the Event Confirmation template when sending registrants of an event a registration confirmation. You can configure this email to send automatically when someone registers for an event. See Creating an automatic email: Tutorial for more information.

Event registration confirmation email template displaying placeholders for event information and recipient details, including a list of registered items and financial summary, embellished with the company logo and social media icons in the footer.

Sample event confirmation with report

A sample communication template that contains an attached report, which has event registration confirmation details.

Event confirmation template showing fields for personalization, event details, and an attached report

Blank responsive

This template is responsive across all platforms (desktop, mobile, tablet, etc.), meaning that images and text resize accordingly. Use this template as a starting point for communications, such as a newsletter or promotional marketing.

Responsive email template with a company logo, placeholder text, bullet points, and a centered button, designed to adjust to desktop, mobile, and tablet screen sizes.

Tribute notifications

Use this communication as a starting point when creating emails for donations submitted as a tribute. See Setting up tribute donations for more information.

Account Statement

Send this communication to those who have an outstanding balance with your organization. The attached Account Statement details the date, reference number, description, amount, credit, and balance of all items that make up their outstanding balance. The statement excludes invoices with zero balances, future dates (pledges), and accrual dues invoices that are not for the most recently billed term.

Email template for an account statement notification featuring a company logo, a personalized message prompting the review of an attached statement, and contact information with social media icons in the footer.

Account Statement Report Writer

This is the Report Writer version of the Account Statement communication template.

Send this communication to those who have an outstanding balance with your organization. The attached Account Statement details the date, reference number, description, amount, credit, and balance of all items that make up their outstanding balance. The statement excludes invoices with zero balances, future dates (pledges), and accrual dues invoices that are not for the most recently billed term.

Annual Conference Invitation

This template is a great starting point for you to use when creating communications for an event.

Email invitation template for an Annual Conference showcasing a city skyline image, event details, a speaker bio, location map, and a register now button.

Content Workflow

This is used as an internal communication, letting content authors that their content will expire soon. This communication is only sent if a content record is set to expire on a certain date. See Using sitemaps for more information.

Default

This is the template that automatically opens when composing new communications or when sending a communication directly to an individual. See Setting up a Default communication template for more information.

Composing a new communication by selecting Email from the Actions menu on account pages or by selecting New > Communication from the document system automatically opens the default communication template.

Donation Thank You Template

Sends a thank-you communication to donors who have made a donation. This communication is linked to the out-of-the-box Donation thank you email scheduled task. When enabled, the communication is automatically sent after a donor submits a donation. See Overview of out-of-the-box scheduled tasks for more information.

Thank you email template for donations including an elephant image, a message acknowledging the contribution, and signature from the Executive Director with organizational contact details.

Event Cancellation Notice

This communication is to be used to inform event registrants that an event was cancelled. There is a pre-build scheduled task associated with this communication template. See Cancelling an event for more information.

Email template for notifying event cancellation, providing placeholders for a customized message about the cancellation and refund policy, with the organization's contact details and social media links.

Event Invitation

A communication for you to use when inviting members or donors to an event.

Event Invoice

The Event Invoice template sends a communication with an attached report to event registrants who have a remaining balance for an event. The communication includes a direct payment link for the invoice, which only appears for the recipient if their invoice has an open balance. These communications can be sent manually from the event dashboard, but only after the event invoices are generated. See Generating event invoices for more information.

Event invoice composition screen, featuring areas to attach reports, incorporate report parameters, and a message section to inform recipients about the invoice with organizational contact details.

Event Invoice Report Writer

This is the Report Writer version of the Event Invoice communication template.

The Event Invoice template sends a communication with an attached report to event registrants who have a remaining balance for an event. The communication includes a direct payment link for the invoice, which only appears for the recipient if their invoice has an open balance. These communications can be sent manually from the event dashboard, but only after the event invoices are generated.

Event Registered from Waitlist Notification

This communication informs a registrant that they are no longer on the waitlist for an event. See Waitlisting for an event for more information.

Email template notifying a recipient of registration confirmation after being on a waitlist for an event, including placeholders for personalization, event details, and cost. The message encourages the recipient to visit the website for more information and closes with anticipation for the recipient's attendance, including the company logo and social media icons in the footer.

Event Reminder

Used as a reminder for event registrants that the event they are registered for is coming up soon.

Event Thank You

Send this communication after an event to let registrants know you are thankful for their time.

Invoice Notice

In order to properly email an invoice directly from iMIS, there must be a connection from the invoice query to the communication's query. This communication is designed so that you can easily send an invoice to a contact without needing to create that connection yourself. It includes a direct payment link for the invoice. The Invoice Detail report is attached by default. See Emailing and printing invoices for more information.

Email template serving as an invoice notice to a recipient, featuring a supportive message for the purchase, instructions to visit the website for payment, and a thanks for support. The template includes the company logo, company contact details, social media icons, and a PDF attachment of the detailed invoice, reflecting an organized billing communication

Invoice Notice Report Writer

This is the Report Writer version of the Invoice Notice communication template.

In order to properly email an invoice directly from iMIS, there must be a connection from the invoice query to the communication's query. This communication is designed so that you can easily send an invoice to a contact without needing to create that connection yourself. It includes a direct payment link for the invoice. The Invoice Detail report is attached by default

Membership Cancellation Notice

Used to inform members that you have cancelled their membership renewal. See Cancelling a renewal for a member for more information.

Navigation Workflow

The communication that is sent when content is going to expire soon. See Enabling workflow for content authoring for more information.

New Member Offers

Send this communication to new members and let them know the offers that are available to them.

New Member Welcome Email

Send this communication to new members when they have joined for the first time. Out-of-the-box, this email is associated with the New member welcome email automated task. Create your own welcome email, then update and enable the scheduled task to begin sending automatic welcome emails to new members. See Creating and editing scheduled tasks for more information.

Welcome email template for new members featuring placeholders for the member's name and address, a welcome message, instructions for website login, upcoming event details, and contact information. The template is presented with a company logo and footer containing social media icons.

Order Confirmation

This is the email that is sent to users after they have purchased an item from your organization. See Setting up an Order Confirmation template for more information.

Order confirmation template with a personalized greeting and a placeholder for order details.

Payment Confirmation

This email is automatically sent to the Bill to ID after an invoice is paid using the Guest Invoice Payment content item. For more information, see Paying invoices using a direct link.

Recurring Donation Cancellation

This template is used in the Recurring donation cancellation confirmation process automation task and is sent to donors who have cancelled their recurring donations. See Sending confirmation emails for recurring payment enrollments and cancellations for details.

Email template for confirming the cancellation of a recurring donation, including placeholders for donation amount, frequency, payment method, and cancellation date.

Recurring Donation Enrollment

The Recurring Donation Enrollment template is only available when licensed for AutoPay.

This template is used in the AutoPay Donation Started process automation task and is automatically sent to new donors who have enrolled with recurring donations. See Sending confirmation emails for recurring payment enrollments for details.

Email template confirming the enrollment in a recurring donation program, detailing the donation date, amount, description, and payment information, with prompts for profile management. It features a sincere thank-you message and the executive director's signature block.

Recurring Membership Renewal Cancellation

This template is used in the Recurring membership cancellation confirmation process automation task and is sent to members who have cancelled their recurring memberships. See Sending confirmation emails for recurring payment enrollments for details.

Email template for notifying the cancellation of an automatic membership renewal, detailing the cancellation date and a reminder of membership renewal policies, accompanied by executive contact details and social media links.

Recurring Membership Renewal Enrollment

The Recurring Membership Renewal Enrollment template is only available when licensed for AutoPay.

This template is used in the AutoPay Membership Started process automation task and is automatically sent to members who have enrolled with recurring memberships. See Sending confirmation emails for recurring payment enrollments for details.

Confirmation email template for enrolling in automatic membership renewals, with details about the renewal payment, including date, amount, and payment specifics, along with a signature from the executive director.

Welcome to new system

Use this template whenever you launch a new website to encourage your members and donors to update their account information.

Email template welcoming a user to a new website and guiding them through the password reset process. The template includes a button to access the new system, screenshots of the sign-in page, username request, and password reset form, along with step-by-step instructions. The footer offers contact information and is adorned with social media icons.