How do I create and send a newsletter?

Newsletters are a great way to pass on important or useful information and periodically check in with your contacts. Follow the steps below to create and send a newsletter of your very own:

  1. Select the Followup tab.
  2. Select Create Newsletter under the Newsletters header. 
  3. Enter a name of the newsletter, select when the newsletter should begin and decide  whether to associate a listing with the newsletter. Click No to not associate a listing with this newsletter. Click Next when done.
  4. You can browse the newsletter templates by category by clicking on the dropdown option. To preview a template simply click directly on the thumbnail image. To choose the template, simply click on the desired template's image.
  5. Type in a Label for your newsletter and an Email Subject. You can customize the look and message of the email in the email editor. Note: If you use merge fields, please don't change anything between the !!! marks as those are auto generated merged fields.
    1. You may choose to save this template to your My Templates, which allows you to select this modified template for future use. 
    2. You can save the template by checking the Save to My Templates box.  
    3. You can Preview your newsletter once it's edited and then select Next. (We suggest that you preview the newsletter before proceeding to the next page.)
  6. After you press Next, you will be prompted to overwrite the text version of your html based email. The system will automatically copy the text from your HTML email into the text version so you do not have to re-write it. Click OK to continue.
  7. Now you can select the contacts you would like to subscribe to this newsletter.
  8. Once you have selected all of the desired contacts, click Next. You will get a confirmation page of your newsletter.
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