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Newsletter wizard

To send an email newsletter, on the home screen, click the '+ Start' button on the right.

You will now see a pop-up with the following options:

Send a newsletter
Create a new selection
Create a selection based on a template
Open an existing selection

Choose 'Send a newsletter' here.

After clicking on this, you will see the block below:

Fill in the newsletter name and description and select a campaign. Optionally, you can include an external reference.

After the newsletter is saved, the newsletter builder opens.

For formatting a newsletter, there are 2 options:

Use an existing newsletter template
Create your own newsletter

Create newsletter

Drag the Newsletter block to the worksheet. Double-click on the newsletter block to open it.

Select your recipients, a template and sender information.

Select Recipient

In this step, select the target audience to send this newsletter to.

Please note that you can only select target group lists that have been created under General Settings - Ezines.

Select a template

Select a template here and add the corresponding house style to it. You can also choose not to use a template and build your mail with snippets.

The available templates are under 'Select template' - Template. Here you can also search by typing the name of the template.

At House style you choose a house style, which are retrieved from the General Settings (System - House styles).

Dispatcher information

At sender you can select the sender of the newsletter. Below that you enter the subject of the newsletter and you can optionally add a preheader. You can have both the subject and the preheader generated by the AI assistant. You do this by clicking on the AI icon next to the subject or preheader.

If you have completed these steps, click on the "Create Newsletter" button.

It is also possible to skip the above steps or modify them later.

Newsletter editor

Once you have clicked the 'Create Newsletter' button, the newsletter is displayed on the left. On the right side, you will find the settings.

On the left side, you will see from top to bottom:

Description

Add an optional description to the Newsletter.

Dispatcher Information

The sender information shows the target list, the sender, the subject and optionally the preheader. It is possible to customize this information here.

Standardly, the sender information is collapsed.

Sample newsletter

Below the sender information, a sample of the newsletter is shown.

Click on the 'Desktop' or 'Mobile' icon to preview the newsletter on your desktop or mobile device.

Error Messages and Warnings

In the center of the screen, you will see two icons:

Error message: hyperlinks missing - you cannot preview, test or send
Warning: mail can be sent, but contains concerns

You can view the notifications and warnings by clicking the down arrow.

If you check the checkbox next to the error or alert, you will be taken to that error or alert.

Settings

On the right side of the screen, you will find several icons. Each icon has a separate settings tab.

Icon	Option	Description
	Select Recipients	Define or view the sender information (target list, sender, subject and optionally the preheader).
	Content editor	Create your newsletter.
	Mapping	Map the fields you want to use in your newsletter.
	Preview and test	View and test your newsletter.
	Schedule and send	Plan the newsletter dispatch on the desired day(s) and time(s).

Standardly, only icons are displayed. Clicking on the icon below shows the detailed view.

If you are on a tab, the icon is green. The target icon is always purple.

At the second and third icons, you will see a red or green ball (if all fields are filled in).

The red ball indicates that action is still required.

The green ball indicates that everything is set correctly.

If you check the 'Advanced Mode' checkbox, the option to save the newsletter block as a template appears.

Content editor

In the Content editor, you create your newsletter.

You can:

Use your own HTML
Use an existing template
Build a custom newsletter with snippets

The Content editor consists of several parts, namely:

Icon	Option	Description
	House style	Under house style you will see the chosen house style for the newsletter. If no house style has been chosen, this box is empty.
	HTML	Under HTML is all the HTML of the newsletter. You can view or edit this.
	Block	Under Block you can edit the content. Click on a block to edit it.
	Templates	By templates, you can select the template you want. This is done via the drag & drop principle. Drag the desired template onto the worksheet. To see a preview of the template, right click on the eye icon. You can also search for a template using the search bar.In addition to your own templates, standard templates are also available (identified by the globe icon). To switch templates, double-click on the desired template and a pop-up will appear to overwrite the current template.
	Snippets	It is also possible to build a newsletter with snippets. This is done via the drag & drop principle. Drag the desired snippet(s) to the worksheet. To see a preview of the snippet, right click on the eye icon. In addition to your own snippets, standard snippets are also available (identified by the globe icon).
	Media	Under Media you will find the media library. Here are your used images and it is possible to upload new images.
	Hyperlinks	Under Hyperlinks you will find an overview of the hyperlinks that appear in your newsletter. Tags & trackers It is possible to add tags (additional information) and trackers (additional information for external systems) to a hyperlink. You can also exclude hyperlinks. When you exclude hyperlinks, they are not included in the statistics. Wilcards By clicking on the 'Apply Wildcards' button, all configured wildcards (hyperlinks/ tags/ statistics) are applied to the newsletter content. Wildcards can be configured in the general settings.
	RSS	Messages from an RSS feed can be added to a newsletter if defined in the template or used as RSS snippets. On the RSS tab, you can select RSS items and add them to your newsletter. Select RSS Item First, select an RSS feed. You can find the RSS feeds at the top right. Next, select a message on the RSS tab and drag it to an RSS position in the newsletter. Add New RSS Feed Use the gear icon at the top right to add, edit or delete an RSS feed.

Mapping

All the fields that you want to use in the newsletter must be selected (mapped) on the Mapping tab.

In the left-hand column 'Mapping Variables', you will see all the fields that need to be mapped. In the right column 'Mapping Fields' you will see all the available fields you can choose from.

It is possible to have this done automatically. To do this click on the 'Automapping' icon next to 'Mapping Variables'.

Preview and Testing

Under preview and testing you can preview your newsletter.

It's also possible to send a test newsletter with a custom subject if you want.

Scheduling and sending

Under schedule and sending, the newsletter can be scheduled (periodically) and executed on the desired day and time.

Select the desired pattern:
Off: newsletter is not scheduled and not sent
Onetime: newsletter is executed once at a chosen date and time
Periodic: newsletter is executed according to a periodic pattern during a specific period of time
- Multiple times per day
- Daily
- Weekly
- Monthly

Please note that for periodic execution (multiple times per day, daily, weekly, monthly) of the newsletter, the desired pattern must be defined.

Use template

If you choose Use a template, a venter will appear to select the desired template.

After you click the blue Use Template button, the newsletter editor will open and you can edit the newsletter.

Selection overview

In the selection overview, you can see what type of selection it is by its icon.

The triangle icon indicates that it is an existing selection.

The other icon represents a selection created through the newsletter wizard