NOTE: This article is for customers with the New Admin Experience interface (vertical left-navigation bar).



If your interface is different, view the "classic" version of this article.

The Messages List is where you manage all the messages that have been created by anyone in your organization. You can use this page to create, edit, and delete messages, as well as perform other administrative actions to keep your messages organized.

• You can manage folders to group your messages by theme or type.
• You can assign your messages to Message Categories to track their performance and effectiveness and manage unsubscribes.
• You can publish a message to your account-specific Message Library when sending that message to a group.

To manage your messages:

1. Access the Admin interface.
2. Navigate to Messages > List.

TIP: On list pages, click a column header to sort on that column; click again to reverse the sort order. Click the columns count below the list to add and remove columns in the current view.

Watch the video

TIP: Check out the Higher Logic Academy Paths page for product- and role-specific videos!

Create a Message

1. Click the plus sign icon to the right of the page title.

2. Give your message a name.
3. Assign a category to your message: click the link, followed by select message category. Then, click choose category, select it in the dialog, and click Select to apply it.
4. Optionally, click select... to open the Select Folder dialog and place the message into a folder.
5. By default, you'll be the Owner of the message. If you'd like it to be someone else, click the link, select the user in the dialog, and click Select.
6. Click Create.

You'll be automatically taken to the template-selection page.

Select a template

The template-selection page defaults to displaying Your Templates.

• Your Templates houses any templates that have been created in (and are unique to) your account and any templates from the Template Library page (Messages > Assets > Template Library) that an Admin in your account has saved via the Add to defaults checkbox.
• Archived contains legacy Template Library templates.
• The other dropdown categories (Hospitality, Layouts, Industry, etc.) have a few pre-designed templates that are ideal for quick message creation; each of these has an appropriate layout and images.
  • The Industry option has a sub-set of templates that are intended for various industries, such as Education, Healthcare, and Transportation.

On this page you can:

• click the dropdown to choose a different set of templates;
• use the Search field to distill the selections; and/or
• click Preview to open a preview of the template in a new browser tab.

Click a template's Select button to use it as the basis for your message. The page refreshes and opens Message Editor.

TIP: When you've finished working on your message, navigate to Messages > List and confirm that your message is listed.

Manage your Message folders

You can organize your messages by grouping similar or related messages into folders. The Messages list displays all of your messages by default, so organizing them into folders enables you to isolate a group of messages to more easily work with and manage them.

TIP: Create folders and organize your messages from the beginning; otherwise, it will be a more time consuming and difficult task doing so after dozens of messages have been created. See Folders for more information.

To manage your folders:

1. Click the folder icon.

2. Click a folder's ellipsis icon to access the following options:

TIP: In the dialog, you can click the plus (+) and minus (—) symbols to expand and collapse the folder structure.

• View - View the contents of a folder on its own list page with the messages that it contains. If a folder is selected, Viewing: All in the upper left becomes a View All button which, when clicked, displays the original full list of messages.

NOTE: When you're viewing a folder, its name displays above the list and the folder icon is solid orange.



To restore the original full list of messages, click the folder icon and then click the View All button.

• New Folder - Create a sub-folder in this folder.
• Rename - Rename this folder.

NOTE: You cannot rename Main Folder.

• Delete - Delete this folder.

NOTE: You cannot delete Main Folder, a folder that has sub-folders, or a folder that was created by a different user.

3. Click Close.

Edit a Message

NOTE: You can edit messages only if you have the proper permissions.

1. Select a message and click Edit, or double-click a message.

NOTE: A prompt will display if the message is used in one or more campaigns. To continue editing the message, click Edit Message.

2. You'll be taken to the Design tab in Message Editor where you can edit the theme, background color, font style, and the message's content.

See Message Editor Overview to learn more about these options and the other Message Editor tabs.

Send and Track Messages

All of your account's messages are accessible on the Messages List page. You can select a message to enable the:

• Send button and access its options. See Send a Message for a comprehensive look at the send options.

• Track button and access its options. See Track a Message for a comprehensive look at the tracking options.

Search for Messages

Here at the top right, you can use the search feature to quickly find messages:

1. Click the magnifying glass icon to expand a search field.
2. Enter alphanumeric and/or special characters to query the Name, Owner, Template, and Category fields of all records.

The list will automatically update with each typed character and display all records (visible and hidden) that contain a match. Click the X to clear the search field to restore the original list.

Use the Preview Panel

Select a message to view additional details in its Preview Panel. (Click the message again to deselect it and close the Preview Panel.) The contents will vary depending on whether the message has been sent.

In the Preview Panel, you can:

• Edit the message's name by clicking it (editable items are indicated by a dashed underline).

TIP: You cannot click to "place" the cursor in this field; it defaults to the right side. Use the arrow keys to move left and right. If you click while the field is activated, it will close.

• See which Groups the message was sent to and which Campaigns it has been used in. Click these links to view more detail.
• Assign the message to a different Owner.
• See the message's Subject and sender (From).
• Scroll down to see the latest snapshot of the message's statistics.

NOTE: The Cancel and Save buttons will only appear at the bottom of the Preview Panel if you make changes in the panel.

Perform management actions

Select a message to enable the More menu at the top right. Click this menu to:

• Preview a fully formatted version of the message for easy review.
• Create a copy of the message and save it with a different name.
• Move the message to a folder.
• Delete the message.

NOTE: You can't delete messages that are used in one or more campaigns.

Related articles

• The Reports section gives you access to a variety of reports on message activity, such as message opens, link clicks, and bounces. The Message Trends page has several graphs that enable you to quickly see whether there are patterns in your message-activity. See Message Activity Reports to learn more.
• To learn about publishing your messages, see Manage your Message Library.