Creating and sending a newsletter
A newsletter has a name for your team, a subject and content for its recipients, and a list of recipients. You create it, add the recipients, then send it when it's ready.
Jump to:
Create the newsletter
NewslettersNew
- Type a name for the newsletter.
- On the Details tab, link it to a project, a managed event, a department, or tags if you like, and write the Subject, which recipients see.
- Choose the email Account it is sent from.
- Write the message on the Content tab.
- Click Add recipients to this newsletter to choose the recipients. See Newsletter recipients.
- Click Save.
Link the newsletter to the project or event it is about.
The Subscribers tab lists the people on your team who follow the newsletter. Linked Objects links it to other records, such as a document.
Send it
Open the newsletter from the Newsletters list. A new newsletter shows the status Open/Pending. Pending lists the recipients who haven't received it yet, and Sent those who have.
- Check the recipients under Pending.
- Click Send under Actions.
EVX Software sends the newsletter in batches, as your firm's newsletter settings say. See Newsletter settings. View sent emails shows the emails that went out.
Pending lists who will receive the newsletter when you send it.
Change or reuse it
The Actions on the newsletter page are Edit, Move to trash, Send, Recipients, Archive, and View History. Recipients adds or removes recipients before you send.
Example: a monthly project update
A project manager sends a monthly remediation update to the client's site team. She creates a newsletter linked to the project, writes the update with the month's results, adds the client's five site contacts, checks Pending, and clicks Send.
What you can do next
- Newsletter recipients to choose the recipients.
- Newsletters for how newsletters fit together.
- Inviting attendees for event invitations.
- Newsletter settings if you're an administrator setting the account, sender name, and batch size.