Copying an Email Announcement

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Modified on: Mon, 21 Nov, 2022 at 7:12 PM

Many Email Announcements are used to distribute press release-style communication. You may spend a lot of time editing and adjusting spacing, colors, images, header styles, etc., before sending the first release. This is delicate work you need to do each time you draft a new email announcement unless you utilize the Copy an Email feature.

With the Copy an Email feature, you can easily duplicate an existing email announcement (draft or sent) which will preserve all of the stylings of the email you previously created!

To Access the Message Centre to Copy an Email:

1. Navigate to the Contacts tab.
2. Select Message Centre.
   

There are 2 options to Copy an Email:

1. In the Message Centre, click on the Copy Email button that appears on the right side of the screen for the Email Announcement you wish to copy, then add a new name for the copied email and click Create Draft.

OR

2. In the Email Preview Screen (after clicking on the "Sent" email announcement you wish to copy in the Message Centre), click on the Copy Email button in the upper-right corner of the screen, then add a new name for the copied email and click Create Draft.

After Clicking the Copy Email Button:

1. Type in a title for your copied email and click the Create Draft button.  NOTE: If you miss this step, the platform will automatically title the new draft as "Copy - {oldEmailTitle"}
2. Follow the first step in the Email Announcement wizard to add recipients to your newly created Email Announcement draft.  3. Click the Next: Compose Email button, where you will see the preserved details from the copied Email Announcement.
4. The details from the copied email will be available in the Compose Email step of the wizard. You can make any desired edits, then click on the Confirm and Preview buttons.

While in the Confirm and Preview screen: 

1. You will be able to view a preview of your email.
2. If you want to edit the email before sending it, click on the Back to Compose button or save it as a draft to work on it later using the Save and Exit button.
3. You can enter an optional Email Title to find this email easier in the Message Centr, whether saved as a draft or after it has been sent.
4. If you added an attachment(s), they will be visible in the preview. You can delete the attachment using the trash can icon next to it.
5. You can edit the Opt-Out address by clicking on the pencil icon.  The Opt-Out address is required by law and will appear as an unsubscribe button at the bottom of your email.  This address can be set up and saved in the Settings section or edited on the left-hand side of this page.
6. You can also choose to Send a Copy to Sender if you want to receive a copy in your inbox when the email is sent to your recipients.
7. Before sending the email, click on the Send Preview of Email button to view how your email will look to recipients when it enters their inbox.
8. Once you're done, you can click on the Send Email button.