Email Templates

An email template wraps a responder's reply in your ministry's header and footer, so every email out of Echo looks like it came from you.

2 minute read

A responder types a reply. What the seeker receives should look like it came from your ministry, not from a system. An email template is what makes that happen: a header above the reply and a footer below it, applied automatically.

Where to find it

In the admin menu, click Email, then Templates along the top.

The Email Templates screen, listing templates with their header, user message, footer, locale and source.
Each template, and the three parts it is made of.

The three parts

PartWhat it is for
HeaderWhat sits above the reply — usually your ministry's name.
User MessageStanding wording that goes out with the reply.
FooterWhat sits underneath — contact details, a website, anything you are required to include.

Two more columns say where a template applies:

ColumnWhat it means
LocaleThe language this template is for. A ministry answering in several languages needs one per language.
SourceWhich email domain or web form it belongs to.

Creating one

  1. Click New Email Template.
  2. Give it a Name — for you, not for the seeker.
  3. Write the header, user message and footer.
  4. Choose the Locale and the Source.
  5. Save it.

Edit and delete are the two icons at the end of each row.

Keep the footer short. Everything you add to it is added to every email your ministry sends, and a footer longer than the reply makes a personal message read as a mailing.

A template is not an auto-responder. It does not send anything on its own — it wraps what a responder writes. If you want Echo to reply by itself, that is an auto-responder campaign.

What the terms mean

TermWhat it means
Email templateThe header and footer wrapped around an outgoing email.
LocaleThe language the template is written in.
SourceThe email domain or web form the template applies to.

Did this answer your question?

  1. Conversation Sources

    A source is one place a seeker can reach you, a phone number, a chat website, a Facebook page, an email address. Almost everything else in Echo is organized around them.

  2. Email Domains

    An email domain is the address seekers write to and the address Echo replies from. This is where it is connected, and where unwanted senders are blocked.

Still stuck?

Send us your Echo address and a screenshot of what you are seeing, and it goes to somebody who can look at your account.