Message Templates

Message templates are use to send preformatted emails for groups, event registrations and reminders, and for regular publications.  Templates can include merge fields that will enter contact or page specific information at the time of sending.  

Templates are created and edited using only the Template Editor Tool.  The template editor tool is a drag and drop interface that allows you to customize content without needing specific technical skills.  Ministry Platform has now included AI assistance in the Template Editor Tool anywhere you see the green stars.

Below are links to the Ministry Platform documentation to help you use it the tool.

Things to note:

  • Setting the User/User Group field will restrict this template to that user or user group.  
  • “Pertains to Page” will enable merge fields for that page, i.e. Events will allow event data merge fields to be added to the template.
    • For Publications, the "Pertains To Page" must be “All Subscriptions”
  • It is good practice to include links to unsubscribe or their current subscriptions n a footer.  These already existing in Merge Tags => Snippets
    • Global Unsubscribe Link = Unsubscribe from all emails from MP ( DO NOT USE )
    • My Subscriptions = Link to a list of their current email subscriptions
    • Publication Unsubscribe Link = Link to unsubscribe from that specific publication
  • If template is being used by an automated process, please include that in ALL CAPS in the name.
    • USED BY NOTIFICATION
    • USED BY A PROCESS STEP
    • USED BY VOLUNTEER CONNECT
    • USED BY ACCOUNT CONFIGURATION

Ministry Platform Documentation

Template Editor Tool

Predefined Snippets