Create new auto email from existing auto email (Copy Auto Email)

Did you know that you can use an existing auto email as a template to create a new one?

Go to My Matrix> Auto Emails and select the auto email that you would like to copy.
Click the Results button to view the listings that currently match the saved search:


Once the results display, you can then go to Save> New Auto Email to create a new auto email (using the same criteria):


At this point, you can select the Contact to which you want to send the auto email, set up the subject/message verbiage, schedule, etc.

Remember to click Save when you are done.

Related articles :

Set up auto email

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