A newsletter template includes default sections to help you arrange your news and a custom image header, for branding (Tools only).

How to get to your templates

Step 1 – Click on your profile icon at the top right and click ‘Reports’ on the overlay.

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Step 2 – Click on the ‘Templates’ tab.

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How to create a newsletter template

From the ‘Templates’ tab, click ‘Create new template’ in the grey bar at the bottom, then follow the steps in the ‘Create template’ overlay.

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Step 1 – Choose template type – Choose ‘Newsletter’ from the drop down.

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Step 2 – Upload template header – Click ‘Choose file’ to upload the image you want to appear.

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  • Your image will appear in the horizontal header area at the top of your newsletter, so about 100 pixels high is a good size. If the image isn’t full width it will look best if it’s on a white background.

Step 3 – Set default subject line for newsletter – Enter a subject line for your newsletter so you can tell which one it is when you need to use it.

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Step 4 – Set default intro for newsletter – Enter the intro text that will be added to the top of your newsletters.

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  • You can include links in your intro. Select the text you want to link, an insert link symbol will appear – click it and enter the link. Then click the tick icon to confirm.

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Step 5 – Set default sections for newsletter – Click ‘+ Additional section’ and enter the name of the first section you want in your newsletter. Repeat to add all the sections you want in your newsletter.

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Step 6 – Tick ‘Share with my organisation’ if you want others to be able to use the newsletter template.

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Step 5 – Click ‘Create’ to save your newsletter template.

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