Modify a CivicSend Message

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You can modify an existing CivicSend message as long as it is not Sent yet. That means it can be a Draft or Scheduled message, but cannot be a Sent message.

Who can use this feature?

System Administrator | Owner | Publisher | Author

Instructions

  1. Sign in to your site

  2. Navigate to Modules > Content > CivicSendNavigate to the CivicSend module.

  3. Select the Messages tab Civicsend messages tab.

  4. Click on the Actions gear next to the message you want to modify Actions gear.

  5. Select ModifyModify action.

  6. Modify Step 1 fields Modify step 1 fields 1. Modify step 1 fields 2.

    • Subject: Modify the brief, descriptive subject

    • Channels: Select channel options

      • Email: Message will send via email

      • SMS/Text: Message will send via text/SMS

      • Facebook: The message will post to your Facebook page

        Note:

        A pop-up window will appear and prompt you to sign in. You will not select your specific Facebook page information until later.

      • Twitter: The message will post to your Twitter feed

        Note:

        A pop-up window will appear and prompt you to sign in. You will not select your specific Twitter account information until later.

    • Message Type: Select Template or Quick Message

      • Template: Allows you to add photos, text, columns, and customized layout

        Note:

        This is primarily for Newsletters, Press Releases, etc.

      • Quick Message: Allows you to send a text-only message to your subscribers

        Note:

        This is primarily for quick updates on closures, openings, and other messages that do not require photos or additional content.

    • Subscriber List: Select lists

    • Sender Name: Select the sender name that the message will be sent from

      Note:

      Site Administrators can create customized sender names.

  7. Click ContinueContinue option.

  8. Create your message based on message type (Template or Quick Message)

  9. Select Save & ContinueStep 2 save and continue.

  10. Select a Sending optionStep 3 sending options.

    • Send Test: Sends a test message to preview your content; a prompt window will appear to enter an email address for the test message

    • Print: This allows you to print the message

    • Schedule Your Message to be Sent Later: This allows you to schedule the message to send out at a future date and time

      Note:

      Whenever a CivicEngage Send (CivicSend) message is scheduled, this schedule applies to all social media posts too.

    • Want your Message to have a Public Expiration Date?: Allows you to set a future expiration date

    • Send Now: Sends the message now

      Note:

      Remember to review your subscriber list before the message sends.