Newsletter: How to schedule a newsletter
In this tutorial, we’ll walk you through the process of scheduling a newsletter, allowing you to automatically send out updates at specified times to your recipients. Follow these simple steps to set up and schedule your newsletters effectively.
1. Accessing the Newsletter Scheduling Page
To begin, navigate to the Newsletters page under the Reporting Tools section in the main navigation menu. From the Newsletter homepage, click on Scheduled Newsletters. This is where you can view, edit, or create new scheduled newsletters.
To schedule a new newsletter, click on the Schedule Newsletter button.
2. Setting Up Basic Newsletter Information
Start by entering the following details:
- Newsletter Name: This is for internal use only.
- Email Subject Line: This will be the subject line recipients see in their inbox.
Next, select the recipients for your newsletter by typing in their email addresses. If needed, you can contact your dedicated account manager to set up a predefined mailing list for easy recipient management.
Once the recipients are added, select a template from the drop-down list. Please note that new templates might take a few minutes to appear.
3. Translation and Attachments
If your newsletter covers content in multiple languages, you can enable the Summary Translate feature to translate the newsletter content into your chosen language. However, this feature applies only to headline placeholder text and not the full article content.
You also have the option to attach a CSV file to the newsletter, which will include the raw article and chart data featured within the newsletter.
4. Scheduling the Newsletter
Now, it’s time to choose the frequency and time for your newsletter to be sent:
- Click Add Time and choose from hourly, daily, weekly, or monthly.
- Select the specific day and time for the newsletter delivery. You can set multiple delivery times for the same newsletter.
For example:
- If you set the newsletter to send at 9:00 AM daily, it will automatically send at that time each day, including coverage from the past 24 hours.
- If you want to add a monthly newsletter, click Add Time, choose Monthly, and select the day of the month (e.g., Day 1) for the newsletter to be sent. This would deliver the newsletter on the first day of the month, summarizing all data and articles from the previous month.
5. Adding a Grace Period
The Grace Period feature is a handy tool that allows recipients to preview the newsletter before it is delivered to the entire mailing list. This lets certain recipients review the content and make any necessary adjustments before general distribution.
To set a grace period:
- Add the email addresses of those who should receive the grace period newsletter.
- Set how many minutes before the scheduled release you want the grace period email to be sent.
This ensures that any necessary changes can be made before the newsletter is sent out.
6. Finalizing and Saving Your Newsletter
Once you are satisfied with all your newsletter settings, including delivery times, frequency, and grace period options, click Save to schedule your newsletter.
Congratulations!
Your newsletter is now scheduled and will automatically be sent to your recipients at the times you specified. You can always edit, adjust, or view your scheduled newsletters on the Scheduled Newsletters page.
For additional help or advanced features, explore other help articles or reach out to your account manager.