Build-On Tutorial:

Email Templates

Memberships Template: Email Templates

Overview

Tutorial summary

With this Build-On, your team can set up email templates and use them to mass-email your members. Your marketing team may want to set up approved templates other staff can use, or individuals can set up templates for common emails to save time. Consider this for email campaigns, reminders, or thank-you notes after a campaign.

What to expect

When you’re done with this Build-On, your team will be able to:

  • Create multiple email templates
  • Find a set of members and send them a mass email, choosing from existing email templates
  • Modify the content of a mass email without modifying the original template
  • See an Interaction recording the mass email in each member’s record

Getting started

You will need a few elements before you begin this tutorial.

1. FileMaker Pro Advanced

You will use FileMaker Pro Advanced on your desktop to do all of the work in these tutorials. This is used both for development and to access your FileMaker app on the desktop.

If you don’t have a copy, you can download a free trial.

Download FileMaker Pro Advanced

2. Memberships Template core file

Before you begin, download the Memberships template core file. If you have already made adjustments to it, either on your own or from another Build-On, make sure to save a copy as a back-up before beginning this tutorial.

When you’re ready to begin, open the file on your desktop with FileMaker Pro Advanced, then you can walk through each lesson, step by step.

Download core file

Begin Tutorial