Skip to main content

How To Create and Send Newsletters

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated over a week ago

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! This video shows you how to choose and import a template into your account.

Click here for the written steps

  1. To choose and import a newsletter template, from the main Ivorey™ menu, go to [Marketing]

  2. On the top menu bar hover over [Emails] > then click [Templates]

  3. Click the [+ New] button at the top right of the screen > then select [Email Marketing Templates]

  4. Use the categories on the left hand side menu to select the [Ivorey™ Premium Newsletter Collection]

  5. Then click on the newsletter template you want to use and click [Continue] to download it into your account

💡 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.


Step 2: Customise Your Newsletter Template

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

Click here for the written steps

  1. To customise an Ivorey™ newsletter template, from the main Ivorey™ menu, go to [Marketing]

  2. On the top menu bar hover over [Emails] > then click [Templates]

  3. Click on the newsletter template you just downloaded into you account to access the email builder

  4. Once you are in the email builder you can begin customising and editing your newsletter template to your branding and content



Step 3: Schedule or Send Your Newsletter

It's time to send or schedule your Newsletter out to your Community! Follow the steps and watch the video tutorial below to see how to officially send/schedule your newsletter.

Click here for the written version:

  1. To schedule or send a newsletter, from the main Ivorey™ menu, go to [Marketing]

  2. On the top menu bar hover over [Emails] > then click [Campaigns]

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

  4. Search for the Newsletter Template you just finished customising > then click on it to add it as an email campaign

  5. Recommended: Send yourself a test email by clicking the 3 dots at the top right of your screen > then click [Test Email] to make sure everything is formatted correctly

  6. 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 and fill in the details

    1. At the top select if you want to 'Send Now' or 'Schedule' your newsletter (if you select to schedule, you will need to add the date and time you would like your newsletter to send)

    2. Sender Email: put the email address you want your newsletter to display that it is sent From here

    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)

    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 using 'Send to Smart List' or 'Choose contacts from Tags' options

    7. toggle on or off the final settings depending on the actions you want to track

  7. 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!


Need Help?

Hit the support chat widget inside Ivorey - we can:

  • 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

Did this answer your question?