Newsletter settings
These settings apply to every newsletter your firm sends: which account sends it, the name recipients see, and how fast it goes out. Super Administrators change them, and so can users whose group allows them to manage configuration. Newsletters are available in the Enterprise edition. See Newsletters.
SettingsGeneral configurationNewsletters
Emails per step sets the size of each batch.
The settings
| Setting | What it controls |
|---|---|
| Email account | The email account new newsletters are sent from. See Email accounts. |
| Newsletter sender name | The sender name recipients see. If empty, your company name is used. |
| Emails per step | How many emails go out in each batch. For example, 30. |
| Persons per email | How many recipients are copied in each email. For example, 20. |
Click Save to keep your changes.
Good practice
- Use an account meant for outreach, not a person's inbox, so replies reach the right team.
- Keep batches small if your email provider limits how many emails an account sends per hour. Ask your provider for the limit.
- Use a sender name people recognize, such as your firm's name.
Example: a firm's monthly update
A firm sends a monthly update to about 400 client contacts. Its administrator chooses the marketing team's email account and sets the sender name to the firm's name. She keeps Emails per step at 30, below the provider's hourly limit.
What you can do next
- Newsletters for how newsletters work.
- Creating and sending a newsletter to send the first one.
- Configuration for the other firm settings.