Momentum’s Templates make it easy to move quickly without starting from scratch. Whether you’re writing a thank-you, prepping a campaign email, or running a multi-recipient mail merge, templates help you scale your communication—without losing the personal touch.
There are two types of templates in Momentum:
- AI Templates: Give the AI Writer a pre-set prompt or format to generate content for you
- Mail Merge Templates: Send personalized emails to many recipients at once using merge fields
What You Can Do with Templates
- Draft faster with the AI Writer by saving your go-to prompts and formats
- Scale outreach with Mail Merge templates that personalize at send time
- Keep messaging consistent across team members and campaigns
- Customize content on the fly before sending
Mail Merge Templates
Use these to:
- Run a Giving Tuesday reminder to hundreds of LYBUNT donors
- Send a meeting invite to your top 50 prospects
- Personalize appeals with [First Name], [Last Gift], [Custom Ask Amount], and more
AI Templates
Use these to:
- Prompt the AI to draft a thank-you note for a donor who just gave their largest gift ever
- Generate a first draft of a grant report or corporate sponsorship follow-up
- Quickly write multiple versions of outreach for different segments
Common Use Cases
- First-time donor thank-yous
- Meeting invites at scale
- Campaign appeals
- Follow-up emails for events or proposals
- Recurring quarterly updates
- Grant or sponsorship outreach
- Internal templates for onboarding or reminders
Pro Tips
- Label templates by use case, segment, or role to keep things tidy
- Use placeholders (like [First Name], [Gift Date]) for Mail Merge messages
- Save prompts that work well in AI Writer so you don’t have to retype them later
- Combine templates with Segments + Next Steps for powerful outreach at scale
Who Uses It
- Gift Officers: To scale personalized donor touches
- Planned Giving & Principal Gifts: To maintain customized stewardship at depth
- Grants/Corporate Teams: To streamline reporting and follow-ups
- Admins/Managers: To build and manage templates across the team