Use the newsletter builder to easily package and send out your news. You choose the articles to include and organise them by topic. You can also add your own introduction and a custom image header, for branding (Tools only).

Step 1 – Click the ‘Create news’ button and choose ‘Create/open newsletter’.

create-open-newsletter-button

Step 2 – Choose the template you want from the drop down. You can create a range of templates to use. Here’s how to create a template.

Step 3 – Customise your newsletter:

Subject – This will be the subject line when your newsletter is emailed out. It will be pre-populated from what you put in your template, but you can edit it if you want to.

newsletter-subject-line

Intro – You can include some introductory text to add your own comments or call attention to something. It will be pre-populated from what you put in your template, but you can edit it.

newsletter-intro-text

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

insert-link-newsletter-builder

Step 4 – Drag and drop the articles you want into the newsletter. Hover your mouse over the rows of dots on the left of the article headline in lists and a move icon (grabby hand) will appear.

grey-dots-copy-articles-to-newsletter

Click and hold on the rows of dots to drag and drop the article into the right spot in the newsletter. The dotted green outline shows where the article will be inserted.

  • You can move between your folders or run searches and the newsletter you’re building will go with you.
  • You can drag a bunch of articles in one go. Tick the checkbox to select the articles you want and drag them into the section you want them in. Then click ‘Deselect’ in the grey bar at the bottom and start on the next section.

multiple-articles-to-newsletter

  • Use the Shift key to select a range of articles. Tick the checkbox to select the first article, hold down the Shift key, scroll down and tick the last article. This will also select all the articles in between.

Step 5 – Once you have your content in the newsletter you might want to give it a final once over. You can expand the newsletter to see more items at once, so you don’t have to scroll so much. Just click on the ‘left’ arrow in the ‘Edit Newsletter’ heading.

  • When you’re done with the expanded view, click the ‘right’ arrow to shrink the newsletter again.

Reordering articles – To reorder the articles, or move them to different sections you can drag them to a new spot. Hover your mouse over the rows of dots on the left of the article and a move icon will appear. Click and hold to drag and drop the article to a new position in the newsletter. The dotted green outline shows where the article will be inserted.

move-article-within-newsletter

reorder-article-within-newsletter

  • You can remove articles you no longer want. Just drag them back out of the newsletter.

Editing article text – You can edit the text that appears under the headline (the intro text or relevant snippet). Just click on the text to make the field active, then make your changes. You can make the text bold too, just select the text you want bold and use the keyboard shortcut Control+b.

edit-newsletter-snippets

Reordering sections – You can change the order of sections. Click the up or down arrow to move the section to where you want it in your newsletter.

move-section-in-newsletter

Adding new sections – You can add new sections to the newsletter. Scroll to the bottom of the newsletter and click ‘+ Add additional section.’ This will insert a ‘New section’ at the bottom which you can rename.

add-newsletter-section

Renaming sections – Click on the section name (e.g ‘New section’ or any of your existing sections), type in what you want to call it, and click ‘Save’.

rename-section

Step 6 – When you’re happy with your newsletter you can send it out.

Send the newsletter to yourself – Click ‘Email to me’ and it will be sent to your login email address.

add-newsletter-section

Send the newsletter to a distribution list – If you have the news distribution add-on you can click ‘Email to list’ and choose the distribution list you want to send the newsletter to. Here’s how to create a newsletter distribution list.

email-newsletter-to-list

  • If you want to come back and finish the newsletter later you can save it by clicking the ‘up’ arrow to the right of the ‘Edit Newsletter’ heading. You can reopen it by clicking the green envelope at the top of the page.

            reopen-saved-newsletter

Newsletters are automatically saved as you go. You can look up, edit and resend any newsletters you’ve previously created.

There are a couple of ways to open saved newsletters:

The ten most recent are available in the ‘Saved newsletters’ dropdown.

A full list of your newsletters are available under ‘Saved newsletters’ in the ‘Manage reports’ section. To get there click on your profile icon at the top right and click ‘Reports’ on the overlay. Then click the ‘Saved newsletter’ tab.

manage-saved-newsletters

  • If you have a big list of newsletters you can filter it by putting in the template name or date of the newsletter you’re looking for.

filter-saved-newsletters

Here’s how the newsletter will look:

newsletter-example

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