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Create a newsletter template

Create a reusable newsletter template to organise your coverage and customise how your newsletter looks. Once your template is ready, you can use it to schedule newsletters for your audience.

1. Open Newsletters

Go to Reporting > Newsletters.

Click New Template in the top-right corner.

2. Set up your template

Enter a Name for your template.

Select the appropriate Permission Level:

  • User level — Only you can access this template.
  • Project level — Anyone with access to this project can access the template.
  • User Project level — Only you can access the template within this project.

Under Select Template, choose the template you want to use as your starting point.

Click Create Template.

3. Set up your newsletter sections

You'll be taken to the Sections page, where you can decide how your newsletter is organised and which coverage appears in each section.

Editing a Section:

Click the Cog Icon on the first section to open the settings.newsletter-section-settings-v3

In Article Settings:

  1. Give your section a Name.
  2. Choose the Metadata Placeholders you want to display.
  3. Open Filters - Essential & Advanced - to control which coverage appears in the section.

You can filter coverage using criteria such as:

    • Specific Saved Search
    • Outlets
    • Sentiment
    • Tags
    • Countries

When you're finished, click Save Section.

Add more sections

To add another section, click Create Section and configure it in the same way.

Once you've finished setting up your sections, click Next to continue to the newsletter editor.

4. Customise your newsletter layout

In the newsletter editor, you can customise the layout, content and appearance of your template.

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Add components

Use the Components panel to add elements such as:

  • Articles
  • Images
  • Chart blocks

Drag and drop a component into your newsletter to add it to the layout.

Edit components

To customise a component you've added, click the pencil icon on the component.

From there, you can adjust its available settings, including its appearance and content options.

While there are many options for customizing the design, layout, and content in this section, you don’t need to master everything right now. 

5. Save your newsletter template

When you're happy with your sections, content and layout, click Save as Draft.

Your template will be saved under Reporting > Newsletters, where you can return to edit it later.

Next steps

Your newsletter template is now ready to use.