Message Manager Overview

Message Manager 2

First off, yes, we put a 2 after Message Manager. It just seemed appropriate. Can you blame us?


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 be 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 than 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 email 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

  • Only 1 reply to address can be entered
  • Your entry must meet the standards of an email address to be saved

BCC

  • You can add multiple BCC email addresses
  • Hit return, tab out, or click anywhere to save the email address

Forms

  • It lists all the forms that use this particular message and provides a pop up window link directly to the forms making it easier to navigate around

Clone

  • Duplicates the email message

Delete

  • Deletes the email message after a series of confirmations

Last updated

  • Indicates the last time the email message was edited.

Edit

  • Takes you to the Messge 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 options 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



Message Manager Tokens

  • Each form type has the applicable tokens available right in the editor



In-line Token view while editing

  • View Label - [Buyer Name x]
  • View Raw - %buyer_bane%
  • View Sample - Jane Doe

View Label

View Raw


View Sample


Message Manager Conditions

  • Each form type has the applicable conditions a dropdown menu away right in the editor

Source Code and CSS Access

  • For those that have the skills and want full control - It’s your responsibility :)


Desktop Mobile View

  • Inline view of desktop and mobile

Undo/Redo

  • Easy to use… click, click, click to undo, undo, undo

Drag and Drop

  • The easiest to use email editor - hands down - no messed up code

Conditional sections not loose rouge tokens that can break your email

  • The new editor has conditional logic build-in - So, so much nicer

Email test sends

  • More conditions allowing you to fully send tests for all of your scenarios


Take Aways…


Better editing experience


Better deployed email code that looks great everywhere


Start using the new editor for all your emails

While we aren’t making you change cold turkey, it will happen over time (within a year)

Still need help? Contact Us Contact Us