How do I set up an Automated Newsletter?

The process of setting up a newsletter to run automatically is easy. Start by creating a new newsletter series:

1. Navigate to the Newsletters tab in the main menu.
2. Click the New newsletter series button at the top right of the Newsletter series overview page.
3. Enter a name and description of the newsletter series.
4. Post list Automation: Select Yes - set up with a saved search and select a saved search in the drop-down list to auto-populate the newsletter.
   Go to Search to create a new System Saved Search to connect to your newsletter post list.
5. Send Automation: Select Yes – schedule sendouts and schedule the sendout, including time and timezone.
6. Template: Click on the template tile to view template options and then click Use this template to select a template.
7. Click User access in the top menu and select users or user groups to give co-producers access to the newsletter.
8. Click Subscriptions in the top menu to make the newsletter subscribable for other users:
   • Select Open to make the newsletter subscribable to all users.
   • Select Closed to make the newsletter subscribable to selected users and user groups. 
9. Click Save to save the template.
10. Click Create to customize the template sections: banner, headline, post list, and footer.
    • Click the style icon (palette) to set the font, font size, and background color of the newsletter.
    • Mouse-over the section default templates to display the section menu.
    • Click Edit (pencil) to open the section edit window. Edit the section and Save.
      For more instructions on how to design the layout of your automated newsletter, click HERE.
11. In the Post list section, edit window: click Automation to preview the saved search feed.
    Set the maximum number of posts to include per newsletter. Save.
12. Click Distribute to open the Distribution page.
13. Enter a sender name in the From field and a subject to display in the Subject field.
    1. Best practices is to use your personal name, a department name of your first name @ Company name.
14. Click Choose send list to search or select an existing send list in the drop-down menu or click New Send list to create a new send list to save.
    
    When the newsletter template is ready, the newsletter will run automatically according to your settings, auto-populating the post list with posts matching the saved search at the selected schedule. 

User Access: The Newsletter module is only available for Superusers.