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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM

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Product type Paperback
Published in Feb 2011
Publisher Packt
ISBN-13 9781849512268
Length 464 pages
Edition 1st Edition
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Concepts
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Table of Contents (21) Chapters Close

Using CiviCRM
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
Preface
1. Achieving Your Mission with CiviCRM FREE CHAPTER 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics: Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Fundraising: Money for Your Mission 8. Growing Your Membership and Interacting with Members 9. Managing Events 10. Interacting with Constituents: Managing Cases 11. Providing Support: Grant Management 12. Telling Your Story: Building Reports 13. Customization, Community, and Cooperation Index

Creating a bulk e-mail template


If you have already scheduled or sent a bulk e-mail similar to what you need to send, then you can copy and modify it. This effectively uses it as a template for both the mailing settings and the message content and formatting. Do this by clicking on Mailings | Scheduled and Sent Mailings, then clicking on the Re-use link to the right of the row for the mailing of interest.

You can create a template based on the message content and formatting during the third step in the mailing process, as noted earlier. Templates may also be constructed independent of the mailing wizard by visiting Mailings | Message Templates. Note the difference between reusing a past mailing and creating a mailing from a template. The former will copy all settings, including the recipient selections and mailing settings, while the latter only pre-populates the mailing subject and body regions.

Begin creating a bulk e-mail template by either re-using an existing bulk mailing or creating...

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