1. Create a Mailing List
In the Recipients section of the main menu, click the New icon.
You will be taken to the Settings tab for the new mailing list.
Enter the required information:
Mailing list name
Sender name
Sender email address
Reply-to email address
2. Import Addresses to Your Mailing List
Open the Add tab within the mailing list.
Select Import from Excel or CSV.
Upload the file containing your email addresses.
3. Customize Subscriber Messages
In the Recipients section, click the Recipient settings icon.
Use the Messages and Header/Footer tabs to customize automated subscriber messages, including:
Subscription confirmations
Unsubscription messages
4. Create a Newsletter
Go to the Content section of the main menu and open the Newsletter tab.
Click the New icon to start a new newsletter.
Create your content and remember to also include a text version of your newsletter.
5. Send a Proofreading Test
Before sending your newsletter to your full audience:
In the newsletter editor, send a test version to:
Yourself
A colleague
A proofreading mailing list
Proofreading lists will appear automatically if they were marked as such during the creation of the mailing list.
You can also send test versions from the Send tab in the main menu.
6. Send the Newsletter to a Mailing List
Open the Send tab in the main menu.
Select the mailing list (or a single recipient for testing) and schedule the send.
Note: Dynamic links may be inactive when sending to a single recipient. Use these type of sends as layout previews rather than final versions.
7. View the Newsletter Report
After the newsletter is sent:
Go to the Reports section.
Click your newsletter name to open its report.
Review key insights, including:
Deliverability
Subscriber engagement and activity
All done? Great work!