View Newsletters
While newsletters appear in your list of outgoing communication, you can also access a list of communication that contains only newsletters.
- From the Main Menu, click Communications then History.
- A list of all saved and sent newsletters will appear. “In Process” indicates a newsletter that is currently being processed. “Completed” indicates a newsletter that has been successfully sent. “Saved Only” indicates a newsletter that has been saved but not sent.
- To copy a newsletter: Click Copy in its dropdown menu.
- This is a helpful shortcut when you wish to use an existing newsletter as the base for a new newsletter. Doing so allows you to utilize the newsletter’s recipient list and settings.
- The “Setup Newsletter” page will open.
- To save and send the copy later: Enter a new Subject to distinguish this piece of communication, then click Save. The copy will appear in your Newsletter List.
- To send the copy now: Refer to the Send Newsletter tutorial for help composing and sending the copied newsletter, skipping sections that you do not wish to alter (e.g. “Select Recipients”).
Note: When editing the copied newsletter, edits made to the template are irreversible and will result in a loss of the original template. If you do not want to lose this template, you can create a new template/newsletter by completing the Creating a Communication Template and/or Populating a Communication Template tutorials.
- This is a helpful shortcut when you wish to use an existing newsletter as the base for a new newsletter. Doing so allows you to utilize the newsletter’s recipient list and settings.
- To edit and/or send a saved newsletter: Click Edit next to the desired newsletter. Refer to the Send Newsletter tutorial for help editing and/or sending the newsletter.
- To review a sent newsletter: Click View Summary in its dropdown menu. Refer to the View Outgoing Communication section of the Viewing Communication History tutorial for help navigating the summary page.
- To delete a newsletter: Click Delete in its dropdown menu, then click OK.
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