How do I create and schedule a newsletter from a template?
Edit in CMSA template only appears in your template gallery on the Emails page once it has been built and activated โ see Create, Edit, Delete and Activate/Deactivate a Template.
Create the edition
Section titled โCreate the editionโ- Open Emails and click the activated template you want to use.
- Build your edition in the composer: drag blocks from the panel into place, then click any block to open its settings and edit its content.
- When youโre done, click Preview and schedule.
Preview and schedule
Section titled โPreview and scheduleโOn the preview screen you can click Send a Test Email to send yourself (or anyone else) a test version before scheduling. The right panel replaces the composer blocks with the send details:
- Email Subject โ each new edition starts with a default subject you can update here.
- Preview text โ required; the snippet email clients show next to the subject line.
- Audience โ send to your whole subscribed audience or a specific segment.
- Date and Time โ when the newsletter goes out. Letterhead shows the current local time in your channelโs sending timezone while you pick, so you can match your audienceโs clock.
- Social preview โ the image, title, and preview text shown when the edition is shared on social media. You can upload an image from local files or use a direct link.
When everything is set, click Save and schedule. A confirmation appears showing the date and time you selected, and the letter moves to scheduled status โ see What Do Letterhead Statuses Mean?
For everything else you can do on the Emails page, see Working in Emails.
Video walkthrough
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