Overview

This article serves as a comprehensive guide for creating, saving drafts, scheduling, and sending newsletters within a platform. It details the process from navigation to the final distribution, including customization options like adding GIFs and articles, previewing, cloning, and analyzing newsletter performance. The piece also addresses the importance of targeting the right groups and provides resources for further customization and support.

Information

Learn how to create, save drafts, schedule, and send newsletters. Newsletters are a great way to inform your team about the latest news, highlight top performing content, and recognize top performing users on the platform.

In this article we will go over:

Navigation & How to Create a Newsletter
How to Preview a Newsletter
Save Drafts
Schedule to Send for a Later Date
Cloning Newsletters
Sending Newsletters & Header Image Specifications

Step 1: Navigate to the 'Newsletters' Section of Your Platform

Step 2: Click 'Create'

Step 3: Select Groups

If you want to send the email to all users, you must select all the groups in the list and not just 'All.' You can do this by clicking on 'Select all Groups.'

Step 4: Write the Newsletter

You can create a newsletter that fits your brand, group, team, event, etc. Create your custom newsletter by adding:

From (who is this email coming from?)
Reply To (who do you want the email to come from and who should receive any user replies?)
Subject (why is this email important to read?)
Newsletter Header Image (Maybe there is a logo to represent your team or the content - highlight it here with an image. Note: The image must be 600x100).
Body (create that custom message that really engages your readers)

Add GIFs

NOTE: the image or GIF has to be hosted somewhere. When you're typing a newsletter, you click on that icon, paste the link of the image or GIF and it'll appear:

Option: Add Articles

The table on the left side will show you the number of posts that each group you have selected will be able to see depending on the posts that are available to them.

Make sure that the posts selected are available to the groups selected. Users who cannot see any selected post will not receive the newsletter.

To review the newsletter drafted, click preview.

Save As Draft

Save a draft of the newsletter and send it at another time!

When you save as draft, the newsletter will appear on the first page, in a similar location to where sent newsletters are displayed.

There, you will have the options to Schedule a release day/time, Edit the newsletter, or Delete the newsletter.

Schedule

Send a newsletter when it's the right time!

Set a Day and Time to Send the Newsletter

Newsletter Home Page

The newsletter will appear on the newsletter home page, with a calendar icon indicating that the email will be sent out for a later date:

Scheduling Note

Please note, during higher volumes of activity on our platform, there may be delays of up to an hour for when a scheduled newsletter is sent.

Cloning Newsletters

To clone an existing newsletter that has been sent, navigate to the Newsletter page from the admin panel. Locate the post you wish to duplicate.

From the dropdown menu, select 'Clone' to create a copy of the newsletter.

When you are ready to send the email, click Send now.

To view how many users have received, opened, and clicked on the links in the newsletter, you can view newsletter analytics.

To read more about sending newsletters to the right groups, click here.

This image will by default, be the horizontal company logo from the branding settings page. If there is another logo that you would like to replace the header image with, you can replace it here.

For best results, we recommend 400 pixels by 100 pixels.
Acceptable ratios between 4:1 to 6:1.
All newsletter header images are automatically resized to 50 pixels in height.

Helpful Resources for Newsletter Customization

Below are some resources to help you customize your newsletters using HTML, add images, and understand the analytics associated with your newsletters.

FAQ

How can I ensure that all users receive the newsletter?

To ensure all users receive the newsletter, select all the groups in the list when choosing recipients, rather than just selecting 'All.'

Can I add images or GIFs to my newsletter?

Yes, you can add images or GIFs to your newsletter, but they must be hosted online. You can insert them by pasting the link to the image or GIF while editing the newsletter.

What should I do if I'm not ready to send my newsletter immediately?

If you're not ready to send your newsletter, you can save it as a draft to send later. You also have the option to schedule a specific release day and time.

Is there a way to duplicate a newsletter I've already sent?

Yes, you can clone an existing newsletter by navigating to the Newsletter page, locating the post you wish to duplicate, and selecting 'Clone' from the dropdown menu.

Where can I find help for customizing my newsletters?

The article provides resources for newsletter customization using HTML, adding images, and understanding analytics. For further assistance, you can contact support at support@postbeyond.com.