---
title: Edit a newsletter template
description: "The Newsletter Edit section lets you customize the components and style of your newsletter. Key tip: When there are no specific article sections selected. Any changes in the Edit Menu will apply to th"
---

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# Edit a newsletter template

## Customise your newsletter template by editing its content, layout and design. You can update individual components such as text, images, articles and charts. Or change settings that apply across the entire newsletter.

#### Before you begin, make sure you've created a newsletter template and configured its sections.

#### 1. Open the newsletter editor

Go to **Reporting \> Newsletters** and open the template you want to edit.![](https://help.carma.com/hs-fs/hubfs/image-png-Sep-23-2026-11-58-25-9338-AM.png?width=670&height=433&name=image-png-Sep-23-2026-11-58-25-9338-AM.png)

In the newsletter editor you'll :

- **Step 2 - Edit Menu** — Contains the components and settings you can use to customise your newsletter.
- **Step 3 - Newsletter preview** — Shows how the content and layout of your newsletter will look

![](https://help.carma.com/hs-fs/hubfs/image-png-Sep-23-2026-12-01-12-5109-PM.png?width=1407&height=910&name=image-png-Sep-23-2026-12-01-12-5109-PM.png)

#### 2. Add content to your newsletter

Use the **Components** tab in the Edit Menu to add content to your newsletter, including:

- Articles
- Images
- Charts
- Text
- Sections

![newsletter-drag-dropv2](https://help.carma.com/hs-fs/hubfs/Help%20Centre/newsletter-drag-dropv2.gif?width=670&height=434&name=newsletter-drag-dropv2.gif)

#### 3. Edit a component

To customise a component already in your newsletter:

1. Select or hover over the component you want to change.
2. Click the **pencil icon**.
3. Use the Edit Menu to make your changes.
4. Click **Save** when you're finished.

The available settings depend on the type of component you're editing.![](https://help.carma.com/hs-fs/hubfs/image-png-Sep-23-2026-12-24-13-3772-PM.png?width=1407&height=910&name=image-png-Sep-23-2026-12-24-13-3772-PM.png)

 4\. Customise the overall newsletter design

Use the other tabs in the **Edit Menu** to make changes across your newsletter.

Depending on the available options, you can customise:

- **Styles** — Adjust visual styling such as text size, colour and alignment.
- **Design** — Customise elements such as backgrounds, headers and footers.
- **Settings** — Configure additional newsletter options.

![](https://help.carma.com/hs-fs/hubfs/image-png-Sep-23-2026-12-27-13-0978-PM.png?width=1407&height=910&name=image-png-Sep-23-2026-12-27-13-0978-PM.png)

Changes made to a specific component apply only to that component. Changes made through the overall newsletter settings may apply across the newsletter.

### 5. Save your changes

When you're happy with the preview and test email, save your changes. Your newsletter template is now ready to use.

### 6. Preview and test your newsletter

Once you've finished editing your newsletter, continue to **Step 3** to preview the final version.

The preview renders your newsletter so you can see how it will appear to recipients before it is sent.

Before sending, review the preview to check that:

- Content and sections appear as expected.
- Images and charts display correctly.
- Headlines, metadata and links are shown correctly.
- Spacing and formatting look right.

### ![](https://help.carma.com/hs-fs/hubfs/image-png-Sep-23-2026-01-26-15-0905-PM.png?width=1407&height=910&name=image-png-Sep-23-2026-01-26-15-0905-PM.png)Send a test email

Send a test email to check how the newsletter appears in an actual inbox.

### Next steps

Ready to start sending your newsletter?

See [**Scheduling Newsletters**](https://help.carma.com/reporting-tools-scheduling-newsletters?hsLang=en)to choose your recipients and set when your newsletter should be delivered.

 

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