Accessing and modifying a saved communication template

Once you save a communication template, you can return to the template at any time to make modifications or send a communication.

To access and modify a saved communication template, do the following:

  1. Open the template from one of the following locations:
    1. Open the template directly from the Document system. By default, saved communication templates are stored in the $/Common/Communications folder.
    2. Email a contact from their staff account page and choose to Open in the email editor.
    3. Email a list of contacts retrieved in a Query Menu content item and choose to Open in the email editor.

      4. Selecting the Open button from the upper right-hand area of the New communication window

  2. Edit the template as needed. For details about composing communications, see Creating a new communication template.
  3. Click Preview to view a preview of the email for each recipient. Click Prev or Next to review the email for each recipient. The preview will stop showing after the 18th record.

    4. Selecting Next from the communication preview

  4. Once you finish, click Save to overwrite the initial template, or click Save As to create a new template.
  5. (optional) Send the email communication. To review the status of your communication job, go to the Communication logs (Marketing > Communication logs). For more information, see Communication logs.