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Create and Send Newsletters

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated today

Before You Dive In

This article is one step from our Master Help Guide: All About Email Marketing. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

One of the most timeless and efficient marketing strategies is sending out a consistent newsletter to your leads and clients. We’ve made it simple to get started.

You can either create your own email template, or choose one of our ready-made newsletter templates (designed to match each Premium Collection).

This guide is perfect if you want to:

  • Pick and import your newsletter template

  • Customise your newsletter email template

  • Send or schedule a newsletter to your list


Step 1: Choose A Newsletter From The Template Library

We've created a newsletter template to match each of our premium collections! Please refer to our Ivorey™ Template Library guide to learn more about all of the beautiful templates we've created for you, and how you can access and download our newsletter templates from the Template Library inside Ivorey™.


Step 2: Customise Your Newsletter Template

Now the fun part - to customise your newsletter and create a repeatable template you can easily use to send out each week or month.

Note: We recommend that you customise your newsletter inside the email Templates section first, and only pull it into the email Campaigns tab when you are ready to send or schedule your newsletter, for the most streamlined user experience.

Click here for the written instructions

  1. From the main Ivorey™ menu, go to [Marketing] > [Emails] > [Templates] > and click on the newsletter template you just downloaded into your account, to access the email builder

  2. Use the sidebar on the left to drag and drop elements, change text, and swap out images​

  3. Click on any element to open the settings panel on the right, and change the colours to match your brand

  4. Click [Save Template], at the top right of the screen, to save your customised template for future use



Step 3: Schedule or Send Your Newsletter

It's time to send or schedule your newsletter out to your community!

Click here for the written instructions

  1. From the main Ivorey™ menu, go to [Marketing] > [Emails] > then click [Campaigns]

  2. Click on the [+ New] button at the top right of your screen > then select [Your Templates]

  3. Search for the newsletter template you just finished customising > then click on it to add it as an email campaign

  4. Recommended: Send yourself a test email by clicking the (⁝) three dots, at the top right of your screen > then click [Test Email], to make sure everything is formatted correctly

  5. Once you have sent yourself a test email and are happy with your newsletter, click the [Send or Schedule] button, at the top right of your screen. Fill in the details:

    1. At the top, select if you want to [Send Now], [Schedule], or [Batch Send] your newsletter:

      1. If you select to Schedule, you will need to add the date and time you would like your newsletter to send

      2. If you're still a new Ivorey™ user, or have recently setup a dedicated sending domain, we recommend using the Batch Send option (refer to Email Domain Warm Up guide to understand why)​

    2. Sender Email: put the email address you want your newsletter to display that it is sent 'From' here (e.g. [email protected])

    3. Sender Name: put the name you want your newsletter to display that it is sent 'From' here (this field is optional)

    4. Subject Line: add your subject line here, if it's not already added from the template settings

    5. Preview text: add your preview text here (this field is optional but recommended)

    6. Recipient to: here you can select who you'd like to send your newsletter to. You can choose to select [All Contacts], or send to a specific audience by choosing [Send to Smart List] or [Choose Contacts From Tags]

      Note: if you have not created your smart lists yet, please refer to our Contact Tags and Smart Lists guide for the detailed steps.

    7. Toggle on or off the final settings, depending on the recipient actions you want to track

  6. Once you have entered all your sending details, click the [Send] or [Schedule] button at the top right of your screen to send or schedule your newsletter

Congratulations! 🎉 You've just created and sent your first newsletter using one of Ivorey's templates. We hope you've enjoyed this experience as much as we've enjoyed creating these templates for you!


Frequently Asked Questions

Can I target specific contacts with my newsletter?

Yes, you can choose to send your newsletter or broadcast email to a specific audience by using smart lists or tags. Please refer to our Contact Tags and Smart Lists guide for the detailed steps.

Why is my email template showing up empty when sent?

If your test email is empty when it lands in your inbox, check the visibility settings of your email content. Make sure the visibility tab is set to All Devices instead of No Devices, to ensure the content is shown on both mobile and desktop.

Why does my email formatting look different after sending the final campaign?

Your email formatting may look different after being sent, when hidden formatting is carried over from another source, such as Word, Google Docs, or a previous campaign. These hidden styles can cause text, colours, spacing, or font settings to change once the email is delivered.

To avoid this, paste your content into a plain text editor (e.g. Notepad) before adding it to the email builder. This removes any hidden formatting and ensures your final email displays as intended.

Why can't I drag and drop an element to into my email?

If you are having issues dragging and dropping elements into your email, we recommend building out your emails inside the Templates tab first, and only pulling into the Campaigns tab when you are ready to schedule or send the email. Building out your emails as a template first offers a more seamless experience, when want adding different elements in and customising your emails.

If you are building out your email inside the Templates tab, then you want to make sure you are dragging the element into your email and only 'dropping' when you see the line show in the correct section. If the line is not showing in the section of your email that you want to add your element to, you may need to break up the blocks to create multiple sections so you can format your elements accordingly.


Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Drop the templates into your account if you can't find them

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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