How to send or schedule a newsletter

In this article, you will learn how to send or schedule a newsletter. 

You will need:

Creating a newsletter

Navigate to Emails, select Newsletters (1), and then click Create (2).

In the popup that appears, provide the following details about the newsletter:
  • Subject
  • Sender name 
  • Sender email address
  • Select an editor mode

Editor modes

When creating a newsletter, you can choose between the following editors:

  • Classic editor - for writing simple text-based emails.
  • Visual editor - for writing an email with more advanced style and layout options

Note: You can switch between editors at any time, but you will lose any progress within the current editor.

Working with the classic editor

In the editor, you can modify the information you provided in the previous step.

Within the Classic Editor, you'll find traditional editing tools to write your email content.

Working with the visual editor

The visual editor is similar to the funnel page editor. In the left panel, you can drag various elements onto the page (buttons, images, text) and structure your layout using sections and columns.

Click on any element on the page to display its settings in the left panel. These could include:
  • Font size
  • Background color
  • Content background color
  • Link color
  • And more…
You can also increase or decrease the width of your content area.

Click the mobile icon to preview how your newsletter will look on a mobile device and to adjust the layout.

Once you have finished designing your newsletter, save your changes. Then, click Exit to proceed to the next step.

Configuring settings and sending your newsletter

In the Email settings section, you can:

  • Add an attachment (it will be displayed as a link at the bottom of the email)
  • Limit recipients based on their registration date. For example, you can send the newsletter only to contacts who have been registered for at least one week. Newer contacts will not receive it, even if they have the selected tag
  • Select contacts by tag
  • Exclude contacts by tag – contacts with these tags will not receive the email, even if they have a tag from the 'Include' section
Note: To receive the newsletter, contacts must have the selected tags assigned to them.

Including a contact's details in the email

To personalize the email, you can use special codes to include details such as a contact's name, email, etc. These will be automatically replaced by the contact's actual details when the email is generated and sent.

Note: To make these variables clickable, highlight the text, click the link icon in the toolbar, and paste the variable code into the URL field.

Saving, sending, and scheduling your newsletter

Once the newsletter is completed and configured, you can:

  1. Save and test - to save your newsletter and receive a test email
  2. Save and send - to save and immediately send your newsletter
  3. Save and schedule - to save and schedule your newsletter to be sent on a specific date
Note: 
  • To receive test emails, you must first verify your sender email address as described here.

  1. Save draft - to save your newsletter.
  2. Create an A/B test - to create an A/B test for your newsletter

  3. Exit - to exit your newsletter

Notes: 
  • Newsletters are based on tags. This applies even if they have other included tags. A single excluded tag prevents the contact from receiving the email.
  • If a contact has an excluded tag, they will not receive the newsletter, even if they also have tags from the 'Include' list. A single excluded tag overrides any included tags.
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