How to Pre-set Thank You message for your opportunity.
- Click on the Communication Module on the left sidebar of Givlly Dashboard.
- On the Communication dashboard, click on the Action button and select Engagement Templates.
- In the Engagement Template pages, click on the Action button and select New Template.
- First, select Thank You Message under Template type.
Next, enter the name of the template and the email subject.
- Craft the content of the email in the message field.
Under project info, you can opt to preset the template for All Projects or Custom Projects.
- If Custom Project is selected, please select the required project and move onto Send Schedule.
- There are 2 options under Send schedule – End of Project or End of Volunteering Session.
Please select the required send schedule and click the Submit button.
