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How do I create and schedule a newsletter from a template?

Edit in CMS

A 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.

  1. Open Emails and click the activated template you want to use.
  2. 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.
  3. When youโ€™re done, click Preview and schedule.

On 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 channelโ€™s sending timezone while you pick, so you can match your audienceโ€™s 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

Create and schedule a newsletter template
Create and schedule a newsletter template (part 2)

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