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Cloning Newsletter in Patron Point

1. Navigate to the left-hand menu and Choose Emails.


Example of email selection for clone


2. Locate the newsletter you wish to copy, click the drop-down menu next to it and select Clone..


Example of Clone selection for Clone


3. In the pop-up window asking for the email type, select Segment Email.



Example of Select button for segment

4. Type Placeholder Segment below the patron segment (this segment will hold your email from accidentally being sent).

5. Remove *** (your library abbreviation) from the patron segment.

Example of patron segment and placeholder segment.

6. Update the Subject to the new email information.

7. Update the Internal Name to match (making sure to leave *** (library abbreviation) before the name so it will update in your library folder.

8. Click Save & Close.

Example of subject line, Internal name, and save and close button


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