Clone and Favorites

We are happy to introduce Cloning and Favoriting Options for Form Letters and Newsletters.

Now when you begin a new newsletter by clicking the round plus button, you can either create from Templates or create from Favorites. Perhaps, you updated the banner in a certain message, added a closing statement, or embedded imagery as section titles, and you want to send a future newsletter with these modifications. Rather than contacting Fireside to request a new template be built, you can make these changes yourself, Mark as Template Favorite on the message, and start from this favorited message in the future. This essentially puts template creation right in your hands

Cloning Newsletters

• You are now able to clone Newsletters from the main Newsletter Screen.
• From the Main Dashboard, navigate to Outreach > Messages and from here click the 3 dots to the right of an existing Newsletter to Clone.
• Cloning a newsletter is ideal, if you want to send the exact same newsletter but to a different audience.

• You can also clone a Newsletter by opening one and clicking on the Clone Button.

Favoriting Newsletters

• You are also able to Favorite Newsletters that allow quick access to Templates that are more frequently used.

• This can also be done by opening a newsletter and clicking on the "Mark as Template Favorite" under the Properties tab.

Cloning Form Letters

• You are now able to clone Form Letters, from the Main Dashboard, Click on Mailroom >  Form Letters and click on the 3 Dots to the right of the Form Letter and select "Clone This Form Letter"
• This feature provides easy content recreation when a Previous Form Letter is needed with slightly modified content.

• This can also be done by navigating to the form letter itself with a New Clone Button.