Email Templates Guide

Last updated: December 19, 2025

Email Templates (updated): Creating, Managing, And Converting Messages

Overview

Email Templates allow you to create beautifully formatted emails for both regular messages and triggered messages. Instead of sending plain‑text emails, you can design visually engaging emails that include your organization’s branding, images, videos, buttons, and dynamic merge tags.

You can now convert any existing sent or draft email message directly into a reusable email template—making it even easier to standardize and reuse high‑performing emails.

Email Templates are powered by Stripo, a professional‑grade email builder integrated into WeGive.

How to Access Email Templates

  1. Go to the Engagement tab.

  2. Click Email Templates.

You’ll land on the Email Template Table, which displays:

  • Template ID

  • Template Name

  • Created Date

  • Last Updated Date

From here, you can:

  • Filter to view active or archived templates

  • Archive templates using the trash bin icon

  • Create a new template using the plus (+) button

Creating a New Email Template

  1. Click the plus (+) sign.

  2. Choose from two sections:

    • My Templates: Templates you’ve already created

    • Base Templates: Prebuilt templates provided by WeGive

  3. Base Templates include:

    • Drag‑and‑drop templates

    • HTML templates

    • Fully customizable layouts

There are ~30 base templates to choose from.

  1. Select a template.

  2. Enter a name (e.g., Payment Success Template).

  3. Click Open Editor to customize.

Customizing an Email Template

Inside the editor, you can customize both layout and content:

Layout (Structures)

  • One‑column, two‑column, or three‑column sections

  • Flexible layout blocks for responsive design

Content Blocks

  • Text

  • Images

  • Buttons

  • Videos

Text Editor Options

  • Font and heading styles

  • Colors

  • Alignment and spacing

Merge Tags (Dynamic Content)

  • Insert supporter‑specific data (e.g., Supporter Name, Payment Amount)

  • Access merge tags by clicking Merge Tags in the top‑right of the text editor

Note: Available merge tags update automatically based on the trigger type selected later.

Saving and Managing Templates

  • Click Save when your design is complete

  • Preview using the eye icon

  • Duplicate templates to create variations

Once saved, templates can be reused across multiple regular messages and triggered messages.

Convert an Existing Message into an Email Template

You can now turn any sent or draft email message into a reusable template.

How to Convert a Message to a Template

  1. Go to Engagement → Messages.

  2. Open an existing email message (sent or draft).

  3. Click More in the top‑right corner.

  4. Select Convert to Template.

The system will:

  • Save the message as a new Email Template

  • Retain all styling, formatting, images, and content

  • Make the template available immediately in the Email Templates library

This is especially helpful for:

  • Reusing high‑performing campaign emails

  • Turning one‑off emails into standardized templates

  • Quickly building a template library from existing content

Using an Email Template in a Message

  1. Go to Engagement → Messages.

  2. Click the plus (+) sign to create a new message.

  3. Choose:

    • Regular Message (one‑time send), or

    • Triggered Message (sent automatically based on an event)

  4. Select Email as the format (not Plain Text Email).

  5. Choose your saved Email Template.

For Triggered Messages

  • Select the appropriate trigger (e.g., Payment Success, Payment Failure)

  • Merge tags available in the editor will automatically adjust to match the trigger

For Regular Messages

  • Customize content as needed

  • Select your audience and send

Best Practices & Notes

  • Create a Generic Base Template: Include your logo, brand colors, and email signature so it can be reused across many messages.

  • Trigger‑Specific Merge Tags: Merge tag options change dynamically once a trigger is selected.

  • Flexible Reuse:

    • Use one template across multiple triggers and customize per message, or

    • Create dedicated templates for specific triggers

Summary

Email Templates help you maintain consistent, polished communication while still allowing personalization through merge tags and triggers. With the new ability to convert existing messages into templates, it’s easier than ever to scale your messaging, reuse proven content, and streamline your workflows..