Create an Automation for Welcome letters & Recurring newsletters.

Learn how to create automations in Letterhead, including Welcome Letters for new subscribers or recurring newsletters that send automatically.

Automated Emails in Letterhead

There are two options for creating automated newsletters in Letterhead. We have a Recurring newsletter and a Welcome subscribers option for your welcome letter automations.

The purpose of these automations are to achieve a completely hands off experience.  The first step is to create a template for each. 

For your recurring automation, we recommend using our RSS block or Curations blocks, so that the content is dynamic. 

For the welcome letter, you can create a template with a welcome letter for any new subscriber, which you can personalize by following the instructions on this article. 

Note: The preview of the email will be sent to the Sender email address added in Settings.

 

How to create a Welcome email

This option will send out welcome emails when someone new joins your newsletter. 

1. You can enter the title of your automation in the box showing the current date; subscribers will not see this. This is a required field.
2. Create a template for your welcome email, or select an existing template.
3. Click Save and activate later, if you want to make any changes, or toggle Activate if you want to use it immediately.

Additional Information: When do welcome letters go out?

Recurring newsletter

This will allow you to schedule newsletters on a daily, weekly, or monthly schedule.

1. Click Newsletters.
2. Select Automations on the upper right of the screen.
3. Click Recurring newsletter.
4. Enter the title of your automation in the box showing the current date; subscribers will not see this, and it is a required field.
5. Next, enable the Dynamic subject option, if you would like your subject to be updated with every new edition.  This works well with our RSS Block because Letterhead will use the heading from the first item published in the newsletter, as the email's subject. 
   
   
6. Select the Audience segment for your automated email.  Click on the dropdown and select on of your existing segments.  If you do not have any segments, you can send to your entire audience by selecting 'Entire audience' or create segments by following these instructions.
7. Set your automation schedule by clicking on the Frequency dropdown.
   1. If you select Daily, you will see the options for 'Select publication time'. 
      1. The Daily option means the newsletter will send every day of the week at the same time you select.
   2. If you select Weekly, you will see the options for 'Select publication day' and the days of the week, along with 'Select publication time'.
      1. The Weekly option allows you to select more than one day a week, if you would like to send multiple times in the week.
      2. It will send at the same time you have selected, for every day you have selected.
   3. If you select Every 2 weeks or Every 3 weeks, you will see the options for 'Select publication day' and the days of the week, along with 'Select publication time'.
      
      1. These options also allow you to select more than one day a week, if you would like to send multiple times in the cadence you selected.
      2. It will send at the same time you have selected, for every day you have selected.
8. Once you have set your frequency, you can select at what time you want to receive your test email to review the draft that will go out. 
9. In the Send test email field, you can select to receive a preview of this email either an 1 hour before it goes out or up to 23 hours in advance of it going out, to give you time to make changes or cancel the send. 
10. Enter your Test email recipient.  You can select who will receive the preview email to review it, or in case an approval or update is required.  You can also enter more than one person.
11. Select your template.  You can select a blank template and be redirected to the composer screen to create your template OR select a template you have already created for this automation.
    1. If you select a blank template, once you have created, you can go back to the Newsletters -> Automations page, click on the automation you were working on, and select the new template.  Please make sure you activated it first!
    2. If you select an active template, you are ready to go!
12. Once you have selected your template, you can click Activate on the top right of the screen and Update, or Save and activate later if you are not ready to turn on your automation.