Follow these steps to create, edit and distribute a Brand Update email newsletter.
Select the Newsletter Studio module in the left-hand Section bar. You will only see the module if you have been given prior permission to create and edit newsletters.
To create a new newsletter, select one of the blank drafts in the Newsletters > Draft folder. Right-click an existing draft and select ‘Copy to new’ – so you don’t overwrite the original template.
Assign a new name to the communication in the popup window and click ‘Create' to confirm. The name should be relevant to the communication and easily identifiable to all Administrators (e.g. Brand Update - Jan 2020 - New Signage section). This is an internal reference only.
Select your new draft copy and in the content edit area:
You edit the contents of the newsletter as you would a standard guidelines page. All text in the email content body can be changed, however, DO NOT delete the [name] tag^, as this will add the member’s name in the email that they receive. After you have finished writing the content and added all your text, links and images, you are ready to send the newsletter.
^ If you do accidentally delete the [name] tag, you can reinsert it via the Insert newsletter merge field button in the rich text editor. E.g.
Save your changes regularly.
At the top-right of screen on the open newsletter editor, you have three choices: Save, Preview and Send Options.
Save will save any changes made in the draft and allow you to finish and send the email at a later date. Saving will not distribute the email.
Always view a Preview before distributing to ensure the newsletter is rendered correctly by typical email browsers and that all included links/images are displayed and working correctly.
A screen will appear with a rendered copy of your draft. If any changes need to be made, close the panel, make the change and select ‘Preview’ to see the changes made.
Once you are happy with the newsletter content, you are ready to distribute the email campaign.
A slide out panel will appear prompting you with three options:
Note: Wait until the dialog box informs you that it has sent before closing the page, as send times vary depending on size of member database.
All sent newsletters are moved to the ‘Sent’ folder in the structure tree. When the message is older than 90 days, it is moved automatically to the ‘Archive’ folder.
Clicking on a sent newsletter brings up the following analytics dashboard.
Newsletter campaigns can be tracked with our web reporting and analytics tool: Newsletter Studio Analytics. View more information on the Newsletter reporting page.
To duplicate (copy) a sent email campaign, select it from either the ‘Sent’ or ‘Archive’ folders.
Right-click one of the sent campaigns in the Newsletters > Sent folder and select ‘Copy to new’ (see below).
Enter a unique newsletter name and click ‘Create’. The new newsletter draft will be placed in the ‘Newsletters > Draft’ folder.
Next page: Newsletter reporting
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