From template to draft
- 1Open Newsletters and click New newsletterStart from a template or a blank canvas.
- 2Design in the visual editorWrite and arrange your content visually. What you see is what subscribers get.
- 3Name it clearlyThe name is how you will find it on the Newsletters page and in its performance stats later.
Personalize with merge fields
Drop a merge field like {FirstName} into your copy and each recipient sees their own value. Supported fields are {FirstName}, {LastName}, {Name}, {Email} and {Phone}. Add a fallback after a pipe for people missing that detail. {FirstName|there} becomes "there" when the first name is blank. Choose the audience
Audiences are built from your lists and refined with tags. Include the tags you want, exclude the ones you do not (exclude always wins). The estimated recipient count updates as you adjust, so you know the reach before you send, not after.
Dynamic lists shine here
An audience built on a dynamic list is evaluated fresh. Whoever matches on send day gets the email. No stale rosters. Send or schedule
Send now, or set a send date to schedule. A finished draft can also go out straight from the Newsletters list. Its Send… button asks you to confirm before anything leaves, and stays disabled (with the reason shown on hover) until the draft has an audience, a subject and content, and your workspace has a verified sender address. While a send is running, a progress indicator appears in the top bar. You can keep working anywhere in the app; sending happens in the background.
After the send, the Newsletters page shows each campaign’s status, audience and open/click rates, with all-time totals (sent campaigns, deliveries, average engagement and bounces) summarized at the top. View report opens the full engagement report (it appears once a send is underway, since an unsent campaign has nothing to report), and each recipient’s profile lists the send under their Newsletters tab.
Read the engagement report
The report opens with delivered, open rate, click rate, replies and bounces, then breaks the send down: a delivery funnel (sent → delivered → opened → clicked), every bounced address with the provider’s reason and a hard/soft label plus a CSV export, an hour-by-hour chart of the first 48 hours, the top links clicked, and a comparison of the last five sends in the campaign. Bounced addresses that match a person in the CRM link straight to their profile.
The What to do next panel turns the numbers into actions: Create list of N clickers snapshots everyone who clicked into a static list for the follow-up send, replies link to the Inbox, and the most engaged readers are listed by name. The side panels show the audience composition at send, unsubscribe and spam-report rates, and the exact content that went out. Duplicate newsletter starts the next send from a copy of this one.
The footer and opt-in rules
- Every newsletter carries your footer disclaimer and an unsubscribe link. Administrators set the disclaimer text under Workspace → Communications.
- The default from-name and from-address also live there. Only verified sender addresses can be used, which protects your deliverability.
- With double opt-in enabled, people who subscribe through a web form must confirm by email before they receive newsletters.
Respect unsubscribes
Unsubscribed people are excluded automatically. Do not re-import or re-tag your way around it. It damages trust and your sender reputation. Before your first send you will also complete a couple of one-time verifications, and new Free workspaces ramp up gradually — see Sending protections and verification.
