Message Manager 2.0

We’ve released Message Manager 2.0—a complete reimagining of the Message Manager, our email receipt system. This update brings significant improvements to how you create, manage, and deploy automated emails.

Overview Videos

Listing Page (1:49)

The new Search and Filter toolbar showing the 1, 2, or 3 column views and the super fast sorting.

Expanded View (3:27)

Demonstrating how to quickly change a Reply To or add a BCC in the Expanded View without ever opening the full editor.

Create New Forms (2:17)

Selecting the Form Type first and then picking a template or starting from scratch.

Editor Overview (6:29)

A high-level tour: Top Bar, Block/Module Toolbar, Layout Area, and the Editor Panel.

Layout Nesting (6:30)

Learn the hierarchy of Stripes → Structures → Containers → Blocks. This will help you understand how things are structured and how to build emails.

Saved Modules (3:30)

How to use Personal (your favorites), Organizational (team-wide), and Pre-Built (the ones we made for you) modules to save time.

Merge Tags (3:44)

Adding and removing Merge Tags (like Buyer Name or Amount) so the email communicates accurately and has the human touch.

Conditional Content (4:54)

Showing how to enable/disable blocks based on logic (e.g., "Only show this ‘Add-On Donation” section if there was an Add-On Donation).

Email Testing (2:05)

Learn how to send a test email to see those merge tags and conditions in action.

Search Sent Emails (1:47)

Find out how to look up emails that were sent to patrons so you can send it to yourself, a new email address or resend it to the patron.

Bulk Actions (1:17)

See the new Bulk Actions tool in action.

What’s changed? A lot has changed. Some big, some small.

Big things….

New email editor

Based on the same industry leading editor used by Prospect2.
If you use Prospect2, you’ll be right at home.
If you like the Message Manager Editor, you should be using Prospect2.
See how that works :)

Emails are now linked to a Form Type

A Donation email receipt is available for Donate2 Enhanced Donation Forms.
A Membership email receipt is available for Flex2 Membership Forms.
Same for Enhanced Flex, Payment, Pledge, Package, etc…

Step 1: Pick a Form Type

Step 2: Start from scratch or select a template

Results in the listing show the email with the associated Form Type

Completely reimagined Listing Page

Fast, functional, and fabulous (if we don’t say so ourselves).
We will apply this same solution to other listing sections of the application.
Search by Name.
Listing View in 1, 2, or 3 column format.
Expand and Collapse all items or individual items to hide/expose information that can be edited.
Sort by form type - Donate2, Flex2, Global, or Legacy.
Sort by - Newest, Oldest, A-Z, Z-A.

Easy editing in the Listing View

Form Type

Donate2 Enhanced Donation indicates the type of form that this message can be used on.

Title

The title can be edited in the Message Manager editor.

Sent

Indicates how many emails have been sent in the last 120 days.

Subject

The Subject must be edited in the Message Manager editor as it is embedded in the email template.

Reply To

1 reply to address can be entered and it must meet the standards of an email address to save.

BCC

You can add multiple BCC email addresses, hit return, tab out, or click anywhere to save.

Forms

The dropdown lists all the forms that use this particular message and provides a link directly to the form.

Clone

Duplicates the email message.

Delete

Deletes the email message after a series of confirmations.

Last updated

Indicates when and by whom the email message was last edited.

Edit

Takes you to the Message Manager Editor.

New editor VS Old editor…

New emails will be created in the new editor

The editor is so much easier to use and the resulting email is even better.

Old emails cannot be converted, opened, or edited in the new editor

All the more reason to switch over and use the new editor.

Old emails can be edited in the old editor

The old editor will be phased out sometime in early 2027.

You can clone your old emails and they still work in the old editor

If you’re using the original Flex2 Flex Forms and Stream2 Forms this is the option you’ll use.

The original Flex2 Flex Form is not supported in the new editor

You can clone and edit your existing Flex2 Flex emails.

The original Flex2 Flex Form will be phased out sometime in early 2027.

You should be using the Flex2 Enhanced Flex Form.

The Stream2 Form Type is not supported in the new editor

You can clone and edit your existing Stream2 emails as usual.

Small things….

The new editor has a modules library with every template piece saved and ready for use

While we have complete pre-built templates to choose from, every module is available for instant recall.

Module categories

Personal - Your own personal saved modules
Organizational - Modules saved and available to all of your coworkers
Pre-built - Modules curated by the 2Account team available for all customers