Overview
Newsletters keeps every newsletter for the selected client in one table. Start a new issue with a topic and audience, have your agent write it in Chat, check it on Preview, then approve the send in Chat. Results shows how a sent issue went. A Client Admin can also let the client's scheduled agents send finished newsletters without asking.
How to use this page
Open Newsletters
If you work across clients, choose the client in the sidebar first. Open Agents, then Newsletters. The table lists that client's newsletters, most recently updated first.
Review the library
Each row shows the Name (the subject), Status (Draft, Approved, Sending, Sent or Failed), Recipients, Updated date (in your own time zone) and Open. Recipients shows the saved recipient count for an unsent issue, or how many were sent and failed once it goes out. Select a name or Open to work on it. On a phone, each newsletter shows as a card.
Start a new newsletter
Select New newsletter. Enter a Name and, in Topic and audience, describe what the issue should cover and who it is for. Select Create newsletter. It is created as a draft and opens on Chat, where your agent reads your brief and writes the subject and body. Nothing is sent until it is approved.
Check the preview
Open Preview to see the subject, how many people would receive it right now, and the newsletter as recipients will see it. If it has no content yet, open Chat and ask your agent to write it. Ask for changes in Chat and check Preview again.
Approve and send
When the preview is right, tell your agent in Chat that you approve sending it. Your agent sends only after you approve the exact preview in that chat. To see it in your own inbox first, ask for a test and give the address to send it to.
Check the results
Open Results on a sent newsletter to see its Status, how many were Sent out of the total, how many Failed, when it was sent (in GMT), who approved it and any problem recorded. An unsent newsletter says it has not been sent yet.
Choose whether agents may send without asking (Client Admin)
Above the table, tick Let agents send newsletters without asking to let the client's scheduled agents send a finished newsletter to its saved audience, at most once every 6 days. Leave it unticked and agents only write drafts; a person approves each newsletter in Chat. It saves as soon as you click. Other users see the setting but cannot change it.
What the buttons do
- New newsletter / Create newsletter
- Opens the form with Name and Topic and audience, then creates the draft and opens its Chat. Cancel closes the form.
- Let agents send newsletters without asking
- Off by default. When ticked, the client's scheduled agents may send a finished newsletter to its saved audience, at most once every 6 days. Live chats still ask for approval of each send. Only a Client Admin can change it.
- Name / Open
- Opens the newsletter on Preview. Newsletters saved as private drafts on the Newsletter audience page open there instead.
- Newsletters (back link)
- In an open newsletter, returns to the library.
- Chat / Preview / Results
- The three sections of an open newsletter: work with your agent, see the newsletter and its audience size, and see the send outcome. On a phone, choose them from the section menu.