Introducing: Initiative Templates!
Save time launching new initiatives by browsing our new bank of expertly-crafted Initiative Templates.
Search our curated and free templates and various categories, such as fund development, promoting programs, newsletters and facility updates. These templates will allow you to browse ideas, engage more people, and launch initiatives quickly.
These templates will feature suggested group rules, timelines for each step, and branded email designs.
These new initiative templates are great if you:
- Need help crafting emails or messaging
- Need to save time when sending out communications
- Want ideas on more ways to utilize Engage
- Want to see how other associations are using Engage.
Customized branding and expert suggestions
Our Engagement Solutions Team creates initiatives with best practices and branded emails. We’ve started with around 20 templates, ranging from Newsletters to Facility Updates to Cross-Selling Programs. We plan to add more initiative templates each season to help your marketing team modify and launch timely initiatives.
(Have a template suggestion or need? Submit your idea here.)
Templates are branded for our different types of associations – so whether you are a JCC, YMCA, or Community Center, we have template ideas for you and your constituents.
Missing in Action – YMCA Initiative Template
Our team also knows it can be tough to know how to segment your audience. Our built-in suggestions on how to pair initiatives with the right groups help you reach the right audience.
Using Initiative Templates
To browse templates, go to Initiatives > Initiative Templates. You can view all templates at once or filter by initiative purpose or tag.
Once you find a template you like, you can preview the steps and any email designs.
Like what you see? Go straight to editing the initiative or create a group first using our built-in group suggestions.
Once you’ve chosen an Initiative Template to use, you’ll still need to customize the template to make it reflect your style and branding. You’ll want to check these fields and settings before pressing launch:
- Emails: subject lines, signatures, links and to/from settings will need to be checked.
- Tasks: instructions may need additional review, and staff members or teams will need to be chosen
You can follow step-by-step instructions on using Initiative Templates in our User Guide.
Love these new templates or have feedback or questions? Email email@example.com.