You can forward a previously sent email either from the Communications module on the Browse tab or from a contacts Communications tab, by clicking the ellipsis in the Actions column and selecting the Forward option. This will open the standard email screen, and place FWD: in front of the original subject.
EMAIL DESIGNER: there is a known issue with Email Designer communications where, when using the forwarding option in GrowthZone, the forwarded message displays double-spacing instead of the original spacing. At this time, the workaround is to save your Email Designer message as a template, then send the template out as opposed to forwarding a previously send Email Designer message.
When the email contains merge fields, the Forward email window will also provide a couple of options for the forward:
- Forward a previous recipients' email: this will preserve the original content of the email, complete with the original recipient's information in the merge fields.
- Forward this email but populate it with the newly selected recipient(s) merge info: this will replace any merge field data with that of the new recipient.
If selecting the first option, there will be a field allowing you to select the desired previous recipient, and a button to preview the email prior to delivery.
If selecting the second option, a message will appear recommending you use the "Send Preview" option to ensure all fields are populating as expected.
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NOTE: The forward icon will not show for notes, reminders or phone calls. |
When you have selected your desired options and previewed the email to ensure it will forward as intended, either schedule the email for later delivery or send the email.