Add message information

  1. Click Email > Email Campaigns and click the Campaigns tab.

  2. In the Actions column for the appropriate campaign, click Manage.

  3. Click Create a new message.

  4. In the Enter a name for this message field, enter a name to help administrators identify this message in a list.

    Note: The message name is internal and not the subject line of the email itself.

  5. In the Enter a description for this message field, enter a phrase that will administrators identify this message in a list.

  6. In the Select a type for this message option, the type associates this message with its purpose and groups messages with similar messages for reporting purposes. Choose one of the options below.

    • Choose an existing value and select a type or

    • Enter a new value and enter the name of the type.

  7. (Optional) In the Tentative Schedule Date option, select Yes and choose a tentative schedule date and time which adds this message to the Email Calendar.

    Note: A tentative date does not deliver the message. Sending an email message can only take place after the approval step.

  8. In the Include this message in the message list option, select whether to include this message in your recent message list on your website. This applies only when the Message List component in the WYSIWYG content editor is used on your website to display the most recent messages sent.

  9. (Advocacy clients only) In the Associate this message with an Advocacy Alert drop-down list, choose the existing Advocacy Alert with which to associate this message.

  10. Click Next to Set up message envelope.