To create a message template:
1.Open Correspondence from the Desktop.
2.Select the Messages tab.
The Messages|Search page appears.
3.Click 'Create New'.
The Messages|Basic page appears.
4.Select Template from the 'Type' dropdown.
The page refreshes, displaying the applicable fields.
5.Complete the following information:
▪Message Owner: The owner of the message. Defaults to the creator of the list (User001).
▪Name: The name that you want to give the message. This is not published to the recipient and is for your use only (2024 Subscriber List Special Event Email)
▪Message Customer: If the message is being sent on behalf of an event owner/organization, click 
to search for a customer.
▪Message Type: Defines who on the contact list will receive the message:
oInvitation: The message will be sent to anyone listed in the list of contacts that has not yet purchased a ticket to the event.
oReminder: The message will be sent to anyone who has purchased a ticket to the event.
oThank You: The message will be sent to anyone who attended your event.
▪Description: An internal description for the message describing what the purpose of the message is. This is not published to the recipient and is for your use only (Mailer to 2024 Subscribers Inviting Them to Special Event).
▪Category: The category the message falls under (Newsletter).
▪Data Source: The Customer BI list that contains the message recipients (2024 Subscriber - Customer BI List).
For more information, refer to Creating Mailing Lists.
▪From: The email address from which the email will be sent (info@cannonstreettheatre.com).
▪Subject: The subject of the email message that will be viewed by the recipients (Join Us For a Special Subscriber Event!).
▪Message Format: The format the message will be sent in. The choices are HTML for full rich-text viewing with graphics, or TEXT for a plain text version without formatting or graphics.
▪Communication Preferences: Used as an extra filter on top of those defined within the associated 'Send To' mailing list.
Customers who have checked the selected communication preference will receive the email marketing message.
▪Marketing Preferences: Used as an extra filter on top of those defined within the associated 'Send To' mailing list.
Customers who have checked the selected marketing preference will receive the email marketing message.
▪Message Source: Used as an extra filter on top of those defined within the associated 'Send To' mailing list.
Customer who have checked the selected message source will receive the email marketing message.
▪Message Delivery Options: Select Remove duplicate addresses so that email addresses that are associated with two or more customer accounts will only receive the email once.
▪Correspondence Code: The correspondence code that will be associated to the customer once the message is sent (2024SubMail03).
▪Additional Info: Optionally, add additional information about the correspondence code for future reference.
▪Solicitation Amount: If soliciting for donations, enter an amount.
▪Response Due Date: Click 
to select the date when a response is expected.
▪Appeal: The appeal associated to the message if relevant (2024 Membership Pledge Drive).
▪If you want to use message data fields for extracting purposes and have configured the system to track message data, enter it in the Data 1 through Data 8 fields as appropriate in the message data group box.
6.Click 'Create'.
A window confirms that the message was created.
7.Click 'OK'.
8.Continue to Building the Content of a Message.
