Creating Your Newsletter Template

Rather than rebuilding your layout each week or month, create it once and reuse it for every distribution. This gives you:

• A consistent look and feel

• Less manual editing

• Faster turnaround for each edition

Think of it as setting the stage—once your template is ready, all that’s left is adding the content.

1. Click on Newsletters in the left-hand navigation bar

2. Select the Create New drop-down

3. Click Manual Newsletter

4. Select Start from scratch to create a branded newsletter template or select a premade template

5. Select Use this template in the bottom right-hand corner

6. Select the checkboxes to the left of Explore Searches or Tags you want to add to each of the corresponding sections found on the left-hand side of the pop up

7. Click Add Section as needed

8. Once complete, click OK
9. Select Global Style in the top left-hand corner to adjust styles such as
   1. Font
   2. Colors
      1. Page Background
      2. Body Background

10. Select Add Elements to add any of the following
    1. View in Browser Link: Adds text link to view in browser - ideal for long newsletters
    2. Header: Includes optional logo, date, and primary text
    3. Text Banner: A large centered textbox and optional subtitle
    4. Banner Image: A large banner filled with an image
    5. Advanced text: A compact textbox that supports hyperlinks, often used for summaries
    6. Section Navigation: Buttons that link directly to each section
    7. Simple Text: A small textbox for a sign off or slogan
    8. Section: A section to organize your content in

11. To remove an added element
    1. Click on the element
    2. Select Delete

12. To reorder elements, select the up and down arrows

13. For additional organization in your Sections, click into a section
    1. Select Add subsections

14. To customize how articles display, click into a section
    1. Select the + icon to the left of an article you want to add
    2. Click Content Settings

       

    3. To control how mentions appear, toggle option on and off 

15. To show or hide the author's name in the Source line

    1. Select Source Line Settings

    2. Toggle off Show Author Name

16. Click on Save Draft if you need to exit the newsletter creation area at any point