Newsletters

Creating and sending newsletters

Newsletters

Newsletters are sent to all subscribers or a selected group.

Creating a Newsletter

Step 1: Open Newsletters Tab

  1. Navigate to Emailing in the sidebar
  2. Click the Newsletters tab
  3. Click Create New Newsletter

What you'll see: A form opens for creating a newsletter.

Step 2: Fill in Newsletter Details

Title (Required)

  • Internal title for your reference
  • Example: "January 2024 Newsletter"

Subject (Required)

  • Email subject line
  • Appears in recipient's inbox
  • Example: "YCW Adelaide January Newsletter"

Content (Required)

Step 3: Set Sending Options

Send Immediately:

  • Click Send Now to send immediately
  • Goes to all active subscribers

Schedule Send:

  • Set Scheduled Send Date/Time
  • Newsletter sends automatically at scheduled time
  • Must be approved first (if approval required)

Step 4: Request Approval (if required)

  1. Click Request Approval
  2. Approvers receive notification
  3. Once approved, newsletter sends

Step 5: Save and Send

  • Click Save Draft to save without sending
  • Click Send Now to send immediately
  • Click Schedule to schedule for later

Managing Newsletters

  • View all newsletters (draft, scheduled, sent)
  • Edit draft newsletters
  • View sent newsletter details
  • Resend newsletters if needed