Newsletter Quick Start Guide

Create fully functional newsletters within InsightHub to keep members up to date and engaged.

Newsletter Overview

The FlexMR Newsletter uses a framework so that you can build your email template in stages. You can choose from a pre-set framework, or build your own by adding in elements, which are displayed as boxes outlined in blue. With either option you can add or remove elements as you go, working on a single element at a time.

The Newsletter is designed for you to be able to write your content directly into the template. You can also copy content from another location – we recommend that you do this using plain text to remove any competing formatting.

Building a new Newsletter

The FlexMR newsletter is located in the project area of the platform. To access this, go to ‘Back Room’ > ‘Projects’, and select the project you wish to create the newsletter for. This may be a specific project or your ‘Default’ project. Then select the ‘Newsletters’ tab within the project and you will see the ‘+ New Newsletter’ button on the right-hand side of the screen.

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When you click the ‘+ New Newsletter’ button, a pop-up screen will show prompting you to give a name and optional description for the newsletter draft. This will not be seen by the recipients of the newsletter but will help you to find and re-use this template again in the future.

 

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Once saved, your newsletter template will show in the list on screen. This is also where the content of newsletters you have previously saved can be found. You can click into the title to continue to edit the template, or you can delete or duplicate the template by expanding the ‘Actions’ menu to the right of the screen.

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Quick Start Tips

  1. You can find pre-created templates by clicking on this button on the toolbar:
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  2. Once you have selected your template you can edit the elements to add in text and choose new images. To edit an element click it once so that a blue outline is visible, and then double click to highlight and edit the contents.
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  3. You can add new elements to the layout of your newsletter by dragging a section type (e.g. a single section or a columns section), and then subsequently dragging and dropping content (such as a text box or link) into that section.
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  4. You can tweak layout and content further by clicking on an element, then on the ‘paint brush’ icon to reveal more options for changing the size, style and colour.

Sending your Newsletter

When the content is drafted, at the very bottom right corner of the page you will see the options to ‘Save & Send’, ‘Save’, or ‘Cancel’ the newsletter.

If the option to Send & Save is chosen, you will then be presented with a pop-up window where you can set the subject line of the newsletter and select the consumer group to send it to.

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Reviewing sent Newsletters

You can view previous newsletter mailings by clicking on to the ‘Messages’ tab of your project. Here, you will see details including the number of emails sent, delivered, and opened for newsletters you have sent out, allowing you to monitor impact and engagement.

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Find out more about the newsletter content editing features via: https://help.flexmr.net/en/html-newsletter-content-editing