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Creating, Editing, and Duplicating Messages

Updated 9/3/2026

This article walks you through creating a new message from scratch, editing an existing draft, and duplicating a past message to save time.

Creating a New Message

  1. Navigate to Administer Site > Modules > Messaging. This opens the Email List tab, which shows all Draft, Scheduled, and Sent messages on one page.
  2. Click Create Message (top of the page).
  3. Fill in the Recipients section — choose who will receive the message. (See "Choosing Recipients" for details.)
  4. Fill in the Email Contentsection:
    • Reply-to Email — Members will see this address if they hit Reply. This field is required.
    • Subject — The subject line of the email. This field is required.
    • Template — Optionally select a branded layout to wrap around your message.
    • Message — The body of your message. Use the editor toolbar to format text, add images, and insert links. This field is required.
    • Attachments — Optionally attach files (up to 5 files total).
  5. Click Preview to review how the email will look before saving.
  6. Click Save to store the message as a draft.

Editing a Draft

You can edit a message any time before it is sent.

  1. Navigate to Administer Site > Modules > Messaging.
  2. Find your draft in the Draft Messages section and click the action menu (the 3 dots) next to it.
  3. Click Edit.
  4. Make your changes and click Save.

Note: If a message has been scheduled, you can edit its content up until the scheduled send time arrives. After that point the form locks — cancel the schedule, make your changes, then reschedule.

Duplicating a Message

Duplicating creates a new draft pre-filled with all the content from an existing message — a useful shortcut when sending a similar message to a different audience, or repeating a monthly update.

  1. Navigate to Administer Site > Modules > Messaging and find the message you want to copy (it can be in any section — Draft Messages, Scheduled Messages, or Sent Messages).
  2. Click the action menu next to the message.
  3. Click Duplicate.
  4. A new draft form opens with all fields pre-filled from the original. Edit as needed.
  5. Click Save to create the copy as a new draft.

Note: The duplicate is always saved as a new draft — it does not inherit the sent status or delivery history of the original.


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