You’ll often send mailings with a familiar design or style that you want to reuse. Copying sent mailings is one way to use this design as the basis for a new mailing. Let's learn how to do this.
NOTE: Always thoroughly check your copied mailing before you send. Remember, sending without reviewing could mean that you are sending duplicate content or incorrect links.
Copy a mailing
- Navigate to Mailings > View > Sent tab.
- Identify the sent mailing you wish to copy. Hover over the corresponding Menu icon and select Copy.
NOTE: If you have a child account, you can copy the sent mailing to that account by clicking Copy to Child.
- You are prompted to rename the new mailing. Enter a new name in the provided field and click Copy to copy the mailing into the In Progress tab.
- As a best practice, select No, do not copy the modified text version. You’ll want to adjust any text versions manually (see below). In fact, this is a great safeguard to ensure that you’ve checked (and double checked!) everything in your copy.
After you've copied the mailing, it resides in the In Progress tab.
Modify a mailing
Copies of sent mailings bring over everything from the original version, including:
- Target groups
- Test groups
- Accounting codes
- The HTML code
Make any updates to the mailing.
NOTE: However, some settings need to be reactivated. This mainly applies to social posts – when you copy a mailing, you’ll need to reactivate any social post options in the new version.
It's very important that you're aware of how you create the text version of your stories. If you never edit the text version of the story - allowing Higher Logic Informz to automatically create that as part of the send process - then you have nothing additional to worry about. However, if you do make edits to the text version of a story, then you do have to make sure that you make any necessary changes to the text versions of the stories in the copied mailing.
You can use the Recreate Text button to pull in the content from the HTML version of the story as the starting point for your edited text version.