Adding & Managing DMS Mail Templates

The DMS Mail feature (also known as the Bulk Email Tool) in the DMS can be used to send newsletters, campaign information, and announcements to your Contacts and donors. DMS Mail Templates allow you to save a specific email design so you can re-use it for future campaigns. 

—> Learn more about how to send a Bulk DMS Mail and how to effectively design your templates

Adding a DMS Mail Template

1. Visit your Administrative Settings.

2. Under DMS Mail, select DMS Templates

Settings > DMS Templates

3. Next, you will see a list of your standard Base templates. Select New from base template or one of the preset CanadaHelps base templates

Select New from base template

4. You will be prompted to name this template.

Name your Template

5. When you click OK, you will be taken to the email template builder. Select or drag Template Blocks to customize your DMS Mail.

Customize your Template by using the building blocks

6. Organize the Blocks to your liking:

• Sections that are greyed out will allow you to drag and drop an image into your Bulk DMS Mail Template. 
• You may also prefer to select the Upload New Image button on the bottom left corner. 
• We recommend that you follow the suggested dimensions indicated in each image block.

Drop images on this block

7. You may choose to add a Social Media Block to the bottom of your DMS Mail.

You can add a Social Media block

8. Select Content to customize the Social Media icons and colours or add your Social Media links.

Customize your Social Media icons on the Content section

9. Craft the body of your email by:

• Selecting the text within your chosen Blocks. 
• You will have options to edit the Content of the Block and format the text (i.e. bold, italicize, colour, bulleted list). 
• You can also add Merge Fields to this feature.

You can format the text of your Template and add Merge Fields

10. When ready, select Save to finish.

Managing a DMS Mail Template

1. Visit your Administrative Settings.

2. Under DMS Mail, select DMS Templates

Settings > DMS Templates

3. Under your Base templates, you will find your Configured templates. 

Under Configured templates, select your desired Template

4. You can edit your template name at any time by hovering over your newly configured template and selecting Settings. 

5. Select Copy to duplicate your template for another Bulk DMS Mail. 

Learn more about Cloning your existing DMS Mail Templates here.

You can also Edit or Delete your Template.

Modify, Copy, or Delete your Template