Copying an email or pop-up can save time if you need to re-create a similar message or send the same email or pop-up to a different Partner Group when the original has already been scheduled.
To copy a communication, follow these steps:
- Navigate to Partner Management > Communications > Emails & Pop-ups.
- Click on the email or pop-up you’d like to copy, to open it.
- Click > Copy.
- In Copy Email, enter the name of the new email/pop-up. Click Save.
- A copy of the email/pop-up is created, including all attributes from the previous message except the Schedule settings.
- Customize the email or pop-up. For more information, see Creating a Pop-up for the Partner Portal or Creating an Email Communication to Partners.
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