CivicSend


 





Copy a Message to Use as a Template

Who can use this feature?

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Overview

You can copy and modify a previously sent message as a Template for future messages. This is particularly useful for recurring messages, such as an eNewsletter.

Instructions

  1. Navigate to Modules > Content > CivicSend
    modules_content_civicsend.png
  2. Select the Messages tab
    messages_tab.png
  3. Hover over the message you would like to copy
    message_to_copy.png
  4. Select the Actions icon > Copy
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  5. In Step 1: Select, navigate through the fields
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    • Subject: Subject heading for the message
    • Channels: Select to send through Email, SMS/Text, Facebook, and/or Twitter
    • Message Type: Select to use a Template (for visually rich messages) or a Quick Message (text only)
    • Subscriber List: Use the Select a List drop-down to select subscriber lists
      • Remove: Click this button next to a list you have chosen to remove that subscriber list from the message
    • Sender Name: Select a sender name that the message will send from
  6. Click Continue at the bottom of the page
    continue.png
  7. In Step 2: Create, configure your templates, depending on your selected Message Options
    templates.png
  8. Click Save & Continue at the bottom of the page
    save_and_continue.png
  9. In Step 3: Send, configure your sending options:
    sending_options.png
    • Send Test or Print: Decide to test your message first or print your message out
    • Schedule Your Message to be Sent Later: Select to choose the date & time to send your message
    • Want Your Message to have a Public Expiration Date?: Select to create a Stop Public Display date
  10. Click Send Now at the bottom of the page
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