Step 1: Design Your Newsletter
First up, you’ll need to develop the content for your newsletter and design it up.
1. Subject Line
Create a subject line. Choose something catchy, definitely not “Simplified Newsletters”!
2. Header Logo & Banner
Now you need to decide whether to include your site logo and pick a banner.
This banner can either be your site banner or a project specific banner, even on templates that do not feature banners, such as Whitehaven.
3. Body Content
Write your email body in the content field. We have included a sample text that you can edit to your needs or simply delete all text and start with a blank canvas.
Click on ‘Preview’ to move to the next step
Step 2: Quality Assurance
Now you’ll want to make sure your newsletter looks just as you intended and that every detail is correct.
1. Mistakes Hunting
Check your newsletter for typos and check all links!
Click on ‘Send Test Email’ to send yourself and colleagues test emails.
3. Recipient Selection
Click on ‘Select Recipients’ to move to the third step.
Step 3: Select Recipients
Next it’s time to think about precisely who you want to send you Newsletter to.
1. Database Segmentation
Choose your entire database by selecting on ‘All Projects’, send your emails to clusters of projects or even just a single project.
If a project is selected, any participant who has registered through that project initially or is an engaged participant in that project will be on the mailing list.
2. List Refinement
Click on ‘View’ in the top right to see the mailing list and manually remove participants if required. Participants who have unsubscribed, are blocked or have never activated their account will never receive any emails.
Click ‘Review & Send’ for the fourth and final step
Step 4: Review & Send
Take one last glance over your newsletter before sending it out. This is your last chance to make sure that all links work!
That is how easy it is to send newsletters now. Watch out for best practice tips over the next few weeks of how to best use the email function to communicate with your community.