Creating a New Email Template
Step 1: Navigate to Distribution and Compose.
Step 2: Compose the email from which you want to create your template.
Step 3: Once satisfied with the content, Save As Template.
Step 4: Choose whether you want the template to include the subject, message body, recipients, or any combination.
Step 5: Optionally, you may include the latest version of a specific file. Multiple file options can be selected.
If this option is selected, decide which category file to attach. This is particularly useful for welcome emails that require the latest version of a Crew List or Script.
Step 6: Finally, name the template.
Loading a Template
Step 1: To load a pre-existing template, select a template from the drop-down list in the Compose screen.
This action will replace the subject, body or recipients as per the template settings.
Step 2: Proceed to amend and send as per your needs.
Managing a Template
Step 1: Load the template to edit, and make all necessary changes.
Step 2: Under template options, choose to save and overwrite the existing template, save as a new one, or delete it.
When saving, all additional Template Options will be available.
Note: Email templates are shareable across all admins.
Frequently Asked Questions
How do I send a text message with distribution?
How do I send a text message with distribution?
On the compose page, expand the Text (SMS) box. Type in your message and it will be delivered to your recipients that have phone numbers attached, along with your emailed distribution.
How do I forward distribution?
How do I forward distribution?
Navigate to the Sent folder and click the message you wish to forward. Select 'View Message', then click 'Forward' and continue to add the desired recipients.
How do I copy recipients from a past distribution?
How do I copy recipients from a past distribution?
Navigate to the Sent folder and click the message you wish to copy the recipients from. Click 'View Message' and select Copy Recipients.