Creating and using Team Templates

Creating Templates at the team level speeds up gift sending, and helps keep a consistent voice in your campaigns.

Creating a Template

To get started, log into Alyce.com

Click on your profile picture in the top menu bar, then select "Team settings" from the dropdown menu

  • Alternatively, navigate to the team you want to create a Template for, and click "Edit Team" in the upper right corner.

In the left hand margin, click "Templates". 

To the right of the search bar, click "+ Create new template" 

You will be prompted to fill in a template name, message subject, and your message.

  • Your template name is only visible to your own users, but the message subject and message will be your email's subject line (if sending digitally) and message body, respectively.  
  • Alyce Templates support placeholder text. To learn more about what fields are available, please see How to use Placeholder Text in Invitation Message Templates

Using Templates

Templates created for your Team can be used in any campaign created within the Team

Enable a Template for a Campaign

Navigate to the Campaign to which you want to add a Template. Click "Edit Campaign"

Click on "Default Message" in the left menu.  

Select the Template you want to use for the Campaign, or select "Use any Template" to leave the choice up to the gifter.

Use a Template in a Gift

During the gift flow, users will be able to select an available Template in the "Craft your message" step

Messages and the subject can be edited before sending. Using a Template does not affect the signature on a gift, whether sending directly, or using the Send-as feature.