[Donor Management System] How to Clone an Email Template

The DMS has a built-in bulk email tool that can be used for your newsletters, announcements and any mass communications with your Contacts and donors!

Important: For the moment, you can only save your Email design as a template after having sent the email at least once.

—> Start by learning how to craft and send your Bulk Email.


Re-Using Your Email Template

Once you’ve successfully created and sent your Bulk Email, you can now re-use it as a template.

1. Go to the Administer Tab

2. Under CanadaHelpsMail, select Draft, Schedule, and Manage Emails

3. On the next page, you will see a list of all of your previously-sent Mailings with a Re-Use button next to Report for each Mailing.

4. Select Re-Use to start crafting a duplicated version of your desired Mailing.

5. This will duplicate the whole Mailing, and you will be able to change its information at any time.

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