Resending a Bulk Email
Sometimes you may want to resend a previous bulk email, either to a new audience or to contacts who didn't engage with the original email.
Instead of rebuilding the email from scratch, you can copy the previously sent email and update the recipients or content as needed.
Duplicate a Previously Sent Email
Navigate to Outreach > Emails.
Select the Sent tab along the top of the page.
Locate the email you want to reuse.
Find the Actions column on the right.
Click the Duplicate icon (two overlapping rectangles).
DonorDock creates a new draft copy and opens the copied email.
Update the recipients, subject line, content, or other settings as needed.
Send a test email to review your changes.
Send the email immediately or schedule it for a future date.
Resend to Contacts Based on the Previous Email
The Sent Email Summary Page includes access to the Group Email Activity Report, which you can use to identify contacts based on how they interacted with the original email.
For example, you may want to resend an email to contacts who did not open the first message.
To create a new Marketing List from a previous email:
Navigate to Outreach > Emails.
Select the Sent tab.
Click the subject line of the original email to open the Sent Email Summary Page.
In the Statistics section, click View Group Email Report.
Use the report filters to identify the contacts you want to include in the new send.
Click Add at the top of the report.
Select Add to Marketing List.
Select an existing Marketing List or enter a name to create a new one.
Click Apply.
Once the Marketing List is ready, select it as the recipient list on your duplicated email.
Example: Contacts Who Did Not Open the Email
From the Group Email Activity Report:
Locate the Times Opened column.
Click the filter icon for the column.
Select Is Null.
Apply the filter.
The report will display recipients for whom no email open was recorded.
Resend the Email to One Contact
If you only need to reuse the email for one person, you do not need to create a new Marketing List.
Instead, you can save the previous email as a Marketing Template and use it in an individual Send Email activity.
Save the Previous Email as a Template
Navigate to Outreach > Emails > Sent.
Duplicate the email you want to reuse.
Open the copied draft.
Click Templates.
Select Save As Template.
Enter a name for the template.
The email will be saved to your Marketing Templates library.
Once the template has been saved, you can delete the copied bulk email draft if it is no longer needed.
Send the Template to an Individual Contact
Open the contact's record.
Click +Add and select Add Activity.
Select Send Email.
Complete the Send From, Send To, and Subject fields.
Turn on Use Template.
Select the Marketing Template you saved.
Click Create and Save.