Schedule a newsletter

Go to Reporting > Newsletters and select the Scheduled Newsletters tab.

Click Schedule Newsletter to create a new schedule.

Start by setting up the newsletter you want to send:

Name - Enter an internal name for your scheduled newsletter.
Subject - Enter the email subject line your recipients will see.
Mailing List - Select a mailing list for the newsletter - these need to be created internally so reach out to you AM if needed.
Emails - Select individual email recipients, if required.
Template - Choose the newsletter template you want to use.

You can also use Generate with AI to help create your subject line on each sending.

Depending on your newsletter, you can configure additional settings:

Summary Translate - Choose a language for translated summary content.
Attach CSV - Include a CSV containing the newsletter's underlying data.
Allow "No Coverage" Newsletter — Send the newsletter even when there is no coverage to include.
Capture Data From - Choose the date from which coverage should be included.

Under Delivery Times, click Add Time and choose when the newsletter should be sent.

You can add multiple delivery times if needed.

Use Exclude Dates to prevent the newsletter from being sent on specific dates.

Example: If a newsletter is scheduled to send daily but shouldn't be delivered on a public holiday, add that date under Exclude Dates

Review your settings and click Save.

Your newsletter will appear under Scheduled Newsletters and will be sent according to the delivery schedule you've configured.

To make changes later, return to Reporting > Newsletters > Scheduled Newsletters and select the newsletter you want to manage.

Once you've created a newsletter template, you can schedule it to be sent automatically to your recipients at the times you choose.