Newsletters

This article provides instruction on how to create newsletters. For best practices regarding newsletters for your org, click here.

 

If you see Newsletter in the User menu (avatar picture), it means your App manager has given you permissions to create newsletters for your site members.


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Clicking on Newsletter will take you to the Newsletter page (where you can view all current and previous newsletters). To add a newsletter, click Add newsletter.

Select the site you want to create a newsletter for, then click Next


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Newsletter creation flow

  1. Select who you want to receive the newsletter. Site managers will be able to send newsletters to members and/or followers for their site. If an App manager assigns Newsletter permissions to a user as opposed to a site, that user will be able to send the newsletter to everyone in your org or any public site.
  2. Give your newsletter a name, subject line, and decide which email address it should come from. App managers will need to set these up in Salesforce.
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  3. Add a cover image to your newsletter. These can be selected from your intranet files or uploaded from your computer. The recommended image size is 568px x 319px.
  4. Write an introduction for your newsletter. You have a range of rich editing options to pick from.
    newsletter_2.png

 

Add newsletter content

Add content to the newsletter by searching for the title of the content (page, event or album), or selecting from the latest content. Once you have added multiple pieces of content, you can drag and drop to move them around. For each piece of content, you add you can decide between a Showcase layout or Standard layout.
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By clicking the + icon that appears when hovering between pieces of content you can choose to add a heading, text or a divider. These can be used to customize the overall design of the newsletter.
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Now you have the option to save a draft of your newsletter. Clicking Next will take you to a preview of the newsletter. You can also send out a test newsletter. We recommend you do this, as it will appear differently when received as an email.  

Once you're happy with the layout and content of the newsletter, click Send now to send the newsletter right away. If you want to schedule the newsletter to be sent in the future, select a date and time to send out the newsletter. Please note that you have to select a date in the future (not today) before you can specify a time.

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Comments

1 comment
  • I have a couple of questions about the newsletter feature:
    - Are we able to design a custom template for the newsletter. The current newsletter format is very limiting
    - Can the text box in the + function have some editor capacity? We are unable to add links or even ensure that the paragraph spacing translates correctly when delivered in people's inbox.

    Thanks for letting me know.

    -1
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