Create a Custom Email Template for Membership Automated Emails in JustGo
Objective
Explain how to create and save a custom email template in JustGo’s Email Management area so it can be used for automated membership journey emails. It ensures your organization’s branding, reply-to details, and footer content are correctly configured before use.
Key Steps
1. Open Email Management 0:14
- From the JustGo dashboard, navigate to Email Management.
- Use this area for automated emails tied to the membership journey.
- Do not use the regular Email and Communication tile for this task, as that area is intended for ad hoc emails.
2. Access the Email Templates Section 0:35
- Inside Email Management, locate the Email Templates section.
- Review the existing default template if needed.
- Select the option to add a new template so you can create a club-specific version.
3. Create a Club-Branded Template 0:59
- Set up the template as your organization’s own branded version.
- This prevents automated emails from using the default green JustGo styling.
- Use a clear template name so team members can identify it easily later.
4. Configure the Reply-To Email Address 1:10
- Enter your organization’s email address in the template settings.
- Note that this does not change the sender address.
- Automated emails will still send from no-reply@JustGo; this field controls the reply-to address only.
5. Add and Format the Email Header 1:20
- Add a header image or logo for branding.
- Choose one of the following upload methods:
- Upload a file from your computer
- Paste a logo image link
- Select the preferred alignment:
- Center aligned
- Left aligned
- Right aligned
6. Set Title, Colors, and Footer Details 1:50
- Choose your club’s default colors and settings for the template title area.
- Adjust sizing as needed to match your branding.
- Add footer content such as:
- Email signature
- Social links
- Additional custom text
- Update the bottom text color if required for readability and brand consistency.
7. Save the Template 2:13
- Review all template settings before finishing.
- Click Save to create and store the new template.
- Confirm the template is saved successfully so it can be used in automated membership emails.
Cautionary Notes
- Do not confuse the two email areas in JustGo:
- Email and Communication = ad hoc/manual emails
- Email Management = automated journey emails
- The organization email entered in the template is the reply-to address only; it does not change the actual sender address.
- If you do not save the template, your branding changes will not be applied.
- Be careful not to leave the default JustGo styling in place if you want club-branded emails.
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