Mosaico Templates

The “Mosaico Templates” feature in the Email Marketing module in Retention CRM allows Associations, Chambers of Commerce and Nonprofit organizations to create and manage email templates using a drag-and-drop interface. These templates can be used to design visually appealing and consistent emails for mass Emails.

General Functionality of “Mosaico Templates” Feature

• New Template: This button likely initiates the creation of a new email template using the Mosaico interface.
• Title: This field allows you to assign a descriptive name to your email template for easy identification.
• Base Template: This option might let you choose a pre-designed template as a starting point for your customization, saving you time and effort.
• Category: Here, you can categorize your templates (e.g., Newsletters, Event Announcements, Membership Updates) for better organization.
• Edit Copy/Delete: These buttons provide options to modify the content of your template (Edit Copy) or remove it entirely (Delete).

Using “Mosaico Templates” Feature in Association Management

The nursing association can leverage Mosaico Templates to design and send various email communications to its members. Here’s an example:

1. New Template: Create a new template titled “Welcome New Members.”
2. Base Template: If available, choose a pre-designed template with a professional layout suitable for emails.
3. Category: Select “Membership” from the Category options.
4. Edit Copy: Using the Mosaico interface, drag and drop pre-built elements (text, images, buttons) to design the email. Include:
   • Welcome message: A warm welcome message from the association’s leadership.
   • Association benefits: Highlight the association’s value proposition (e.g., professional development resources, networking opportunities, advocacy).
   • Call to action: Encourage new members to explore the association’s website, attend events, or update their profiles.
5. Save the Template: Once you’re satisfied with the design, save the template for future use.

Benefits

• Efficiency: Mosaico Templates can save time by allowing for quick customization of pre-designed templates.
• Branding Consistency: Templates ensure a consistent visual identity across all email communications.
• Professionalism: Drag-and-drop tools can help create professional-looking emails without requiring coding expertise.
• Personalization: You can personalize certain elements (e.g., member names) within the template using Retention CRM’s merge tags.

More Use Cases for Associations

Event promotion

An association can create a Mosaico template to promote upcoming events. The template can include information about the event, such as the date, time, location, and speaker. The association can then use this template to send emails to its members about the event.

Membership renewal reminders

An association can create a Mosaico template to send email reminders to members about expiring memberships. The template can include information about the benefits of membership and a link to the online renewal form.

Volunteer recruitment

An association can create a Mosaico template to recruit volunteers for its programs and services. The template can include information about the volunteer opportunities available, as well as a link to an online application form.

By effectively utilizing the “Mosaico Templates” feature, Associations, Chambers and Nonprofits can streamline email communication with their donors, members and other stakeholders, fostering a stronger sense of community and engagement.