Email Templates

Email Templates

Templates hold reusable email wording for the society. Edit them from Latest Email Templates on the home dashboard.

Latest Email Templates

Open Latest Email Templates. Click Create or open an existing template to change the body and placeholders.

Create an email template

Save a reusable email subject and body from Templates.

1. Open Templates

From the home dashboard open Latest Email Templates, then Create.

2. Name

Enter Name, subject, and body, then save.

Using merge tags in email templates

Personalise a template with placeholders in curly braces, for example {recipient-name}.

1. Open a template

Open Latest Email Templates and edit the body.

2. Placeholders

Use {recipient-name}, {recipient-id}, {recipient-number}, {recipient-prefix}, {expiry-date}, {sender-name}, and {association-name}.

Updating or creating new merge tags

Placeholder values come from the member and society records already in PremiumBreed.

1. View All

On the home dashboard open Latest Members and click View All.

2. Name

Click the member Name to open the record.

3. Update

Click Update to change name, number, prefix, or expiry.

Changing Custom Templates

Change pedigree certificate layouts in Certificate Settings.

1. Settings

Open Settings. In the grey bar click Certificate Settings.

2. Certificate Settings

Create or open a configuration from Create Classic Configuration when that button is shown.