Copy a Message to Use as a Template

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

Who can use this feature?

System Administrator | Owner | Publisher

Instructions

1. Sign in to your site

2. Navigate to Modules > Content > CivicSend

3. Select the Messages tab

4. Hover over the message you would like to copy

5. Select the Actions icon > Copy

6. In Step 1: Select, navigate through the fields

   • 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 dropdown 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

7. Click Continue at the bottom of the page

8. In Step 2: Create and configure your templates, depending on your selected Message Options

9. Click Save & Continue

10. In Step 3: Send, configure your sending options:

    • 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

11. Click Send Now