BNI Connect Email Templates and Campaigns (Admin Series)

Downloadable resources: System Event Email Templates

The video above explains how to manage email templates and campaigns in BNI Connect. The three downloads below are companion resources for reviewing system-generated emails, identifying who receives them, and preparing updated or translated versions for your region.

1. Interactive Email Template Library (viewer and editor)

Download the Interactive System Event Email Template Library

Best for: Finding an email, previewing what it looks like, reviewing available personalization fields, and creating a customized version.

This downloadable tool includes a searchable catalog of system-generated emails. You can search by template number, name, category, or recipient; review when an email is sent and who receives it; and see an example of the original email design.

How to use the viewer and editor:

1. Download the file to your computer.
2. Open the HTML file using Chrome or Microsoft Edge. You do not need to install a separate application.
3. Search for an email and select it to view the details, email subject, available ##tags##, and sample email.
4. To customize an email, select Edit a Copy. A separate editing window opens, leaving the original template unchanged. If your browser blocks the window, allow pop-ups for the local file and try again.
5. Edit the message as needed. You can change wording, translate text, update hyperlinks, add paragraphs or sections, adjust formatting, and insert available tags from the template's tag list.
6. Select Download Edited HTML to save your version. Review any warning about missing, changed, or unrecognized ##tags## before downloading. Closing the editor without downloading discards the copy.

Important: Editing or downloading a template in the library does not update the live email in BNI Connect. Changes must still be reviewed and applied by an authorized administrator using the process covered in the training video. Names, regional links, and other ##tags## remain as placeholders in the sample emails until BNI Connect uses them. Some online images may not display when you are offline.

2. System Event Email Reference Spreadsheet

Download the System Event Email Reference (Excel)

Best for: Quickly identifying which system emails exist, who receives them, when they are sent, and what each message is intended to do.

The spreadsheet provides a simple, filterable list of email template numbers and names, recipient roles, CC recipients, sending conditions, purposes, and default subjects. It is useful when answering questions about email notifications without needing to open the HTML templates. Sender names are not included because the sender is configured locally.

3. Original System Event Email HTML Templates

Download the Original System Event Email HTML Templates (ZIP)

Best for: Accessing the individual HTML template files for review, comparison, translation, or approved updates.

The ZIP contains the original HTML email examples as separate files. These are reference templates rather than a record of every region's current configuration; local wording, links, branding, and enabled email workflows may differ. Use the interactive library when you want to preview or edit a copy more easily.

Which resource should I use? Choose the interactive library to view or edit an email, the spreadsheet to look up recipients and triggers, or the original HTML ZIP when you need the standalone template files.