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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Modify a CivicSend Message

  • Updated:

You can modify an existing CivicSend message as long as it is not Sent yet. That means it can be a Draft or Scheduled message, but cannot be a Sent message. 

 

Who can use this feature?

system_admin.png Slash.png Owner.png Slash.png Publisher.png Slash.png Author.png

 

 

Instructions

  1. Navigate to Modules > Content > CivicSend
    Navigate_from_Modules_to_Content_then_to_CivicSend.png
  2. Select the Messages tab
    civicsend_messages_tab.png
  3. Click on the Actions gear next to the message you want to modify
    actions_gear.png
  4. Select Modify
    Modify_action.png
  5. Modify Step 1 fields
    modify_step_1_fields_1.png
    modify_step_1_fields_2.png
    • Subject: Modify the brief, descriptive subject
    • Channels: Select channel options
      • Email: Message will send via email
      • SMS/Text: Message will send via text/SMS
      • Facebook: The message will post to your Facebook page
        • Note: A pop-up window will appear and prompt you to sign in. You will not select your specific Facebook page information until later.
      • Twitter: The message will post to your Twitter feed
        • Note: A pop-up window will appear and prompt you to sign in. You will not select your specific Twitter account information until later.
    • Message Type: Select Template or Quick Message
      • Template: Allows you to add photos, text, columns, and customized layout
        • Note: This is primarily for Newsletters, Press Releases, etc.
      • Quick Message: Allows you to send a text-only message to your subscribers
        • Note: This is primarily for quick updates on closures, openings, and other messages that do not require photos or additional content.
    • Subscriber List: Select lists
    • Sender Name: Select the sender name that the message will be sent from
      • Note: Site Admins can create customized sender names.
  6. Click Continue
    continue.png
  7. Create your message based on message type (Template or Quick Message)
  8. Select Save & Continue
    step_2_save_and_continue.png
  9. Select a Sending option
    step_three_sending_options.png
    • Send Test: Sends a test message to preview your content; a prompt window will appear to enter an email address for the test message
    • Print: This allows you to print the message
    • Schedule Your Message to be Sent Later: This allows you to schedule the message to send out at a future date and time
      • Note: Whenever a CivicEngage Send (CivicSend) message is scheduled, this schedule applies to all social media posts too.
    • Want your Message to have a Public Expiration Date?: Allows you to set a future expiration date
    • Send Now: Sends the message now
      • Note: Remember to review your subscriber list before the message sends.
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