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Newsletter: Create Newsletter

Posted on 08/02/2012 by bcolaadmin

Newsletters > Create Newsletter

Newsletter Subject & Content

Create Newsletter

1. Email / Newsletter Subject

This is the subject of the newsletter which will appear in the Subject field when subscribers receive your email.

Choose it carefully to prevent the emails from landing in the Spam/Junk and keep the subject below 150 characters.

2. Content of the Newsletter / Email

This is the content of your email / newsletter.

You can type as much content as you need in this editor. There is no limit to the length. You can insert images, tables, colors and any other HTML formatting you need.

You can insert single/multiple WordPress posts into your newsletters.

Newsletter Mailing Lists & Field Conditions

Create Newsletter Conditions Fields 1. Newsletter Groups and Lists

Check all the mailing lists that you want to send the current newsletter to. You have to select one or more mailing lists.

If you have Newsletter Groups (multiple lists in one group, then you can select a group here as well to obtain the subscriber count from.

2. Newsletter Conditions Field

You can select that checkbox at Field Conditions in order to filter the subscribers within a specific Mailing List(s) that you want to send the Newsletter to. These filters are the Custom Fields you have created in the plugin, it only works with Select Drop Down or Radion Button Custom Fields.

3. If the Checkbox for #2 is checked, then your Custom Fields that you have created become visible. You can now pick and choose certain options within each to filter the subscribers to send to. See in the image, there is listed the following Conditions Fields: Gender Drop Down Menu, Country Drop Down Menu, Agree to our terms Radio Buttons.

4. Newsletter Number of Subscribers

4. This shows the amount of subscribers that have been selected for the current newsletter. The number updates as your selection between mailing lists and field conditions changes.

Give it a try, select a few mailing lists and then use the field conditions (if applicable) to filter the subscriber count, thus allowing you to send emails to people depending on their choice of custom fields when subscribing.

Theme

Create Newsletter - Themes You can select a theme to style your newsletter when it is sent. The themes can be previewed by clicking on the link marked ‘Preview’. If you do not want to use a theme then select ‘None’.

Variables & Custom Fields

Create Newsletter Variables

1. Shortcodes & Insert into Editor

These are a list of variable shortcodes and links to insert into the editor that you can use in the body of your Newsletter. For example to personalize your newsletter to each user so that when Jane receives her Newsletter starting with ‘Dear Jane’ you would insert the following shortcode ‘Dear [wpmlfield name="first_name"]'. Just click the link for the shortcode, it will inset it into the editor where the cursor is and your screen will automatically scroll back up to the TinyMCE editor.

2. Description of Shortcode

The descriptions of what each variable is and does. It is self-explanatory what each description means.

Email Templates

Create Newsletter - eMail Template

1. Template name/title

This is the title/name of the template.

2. Template shortcode

Instead of pre-loading templates into the editor like a history email as it used to… template shortcodes will be inserted instead.

3. Insert into editor link

The insert into editor is used for inserting your shortcodes into the newsletter. Any of the template shortcodes can be inserted into the content of the newsletter to be replaced with the template content.

Email Attachment

Create Newsletter - eMail Attachments 1. Send Attachment

This is set to ‘No‘ by default. Setting this to ‘Yes‘ will display a ‘Browse’ button which you can use to select an attachment from you computer to send with the newsletter.

2. Attachments

This shows little blocks with the attachment title in it. This is only seen when viewing a draft or history email, else it is just the regular looking blank field with a browse button.

3. Add an Attachment

Click this link to make a new browse field appear. In essence, you can add an infinite number of attachments, just keep in mind the size of the attachments for sending your side and downloading on the subscriber’s side.

Publish the Newsletter as Post

Create Newsletter - Publish as Post
1. Publish as Post

The newsletter will be published as a post when you set this to ‘Yes‘.

2. Post categories

A list of checkboxes will appear with all your current WordPress categories available.

Select which categories the post will appear in.

3. Post Author

Select which author will be credited/responsible for the post from the dropdown list.

4. Post Status

Select the status for the post from the dropdown list. The options available are: Published, Pending, Draft and Private

5. Post Slug

The post slug is used to form the URL.

This is optional, leave it blank to auto create the URL from subject/title.

Send/Queue Newsletter

Create Newsletter - Send / Queue Newsletter 1. Save newsletter as Draft

Click this button to save the newsletter as a draft so that you can come back and work on it later. Drafts are also available in the Newsletters > History/Draft Emails section.

To save a draft it is required that you fill in the Subject, Content (editor) and select at least one mailing list. Selecting mailing list(s) won’t send to them, it just saves the selection so that they can be pre-selected when the draft is later loaded.

2. Preview the Newsletter

Click this button to preview what you have done so far. It is always a good idea to save your work as a draft first.

Preview sends the email/newsletter to your Administrator Email under Newsletters > Configuration. Please note that not all variable shortcodes will load as expected when sending a Preview.

3. Links

These links shows and will scroll to the various sections on the ‘Create Newsletter‘ screen. If a link has been closed/minimized it will expand it for you.

4. Queue Newsletter

Clicking this button will publish the newsletter and send it out to the selected mailing list(s).

This entry was posted in Newsletter - How to and tagged create newsletter, how to, newsletter tutorial. newsletter howto, tutorial by bcolaadmin. Bookmark the permalink.
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