Newsletter is an email which is sent to a specific group of subscribers periodically.

In CRM, a newsletter refers to an informative and product-oriented email dispatched to current and potential customers, gently encouraging recipients to take necessary actions.

Newsletters can also disseminate information to employees, investors, and other stakeholders. Before sending newsletters, it’s necessary to establish Email Groups.

To access the Newsletter list, go to: > Home > Settings > Email > Newsletter

1. How to Create a Newsletter

1. Go to the Newsletter list and click on New.
2. Select the Email Group in RECIPIENT table.
3. Enter ‘Subject’.
4. Enter ‘Message’.
5. ‘Publish’ the newsletter to make it available on the web.
6. Tick ‘Send Unsubscribe Link’ if you would like to include unsubscribe link in the email.
7. ‘Send Web View Link’ will include a link in the email to open the newsletter on the web. This option is only visible when the newsletter is published.

2. Features

2.1 Create Subscriber Groups

You can manage subscribers by grouping them into different Email Groups.

You can select multiple email groups in the ‘RECIPIENT’ tables in the newsletter.

2.2 Schedule Send

You can choose to send your newsletter at any future datetime by specifying time in hourly steps.

2.3 Test Newsletter Before Sending to Subscribers

After preparing the newsletter, you can input a “Test Email Address” and click on “Test.”

This allows you to review the newsletter received in the test email, verify its contents, and then proceed to send it to all subscribers by clicking on “Send.”