Create and Manage Newsletters

This article provides administrators with the instructions to create and manage Newsletters in the Appspace.

The Newsletter module in Appspace brings together the tools needed for effective communication and content distribution, with configurable delivery schedules and curated content selections, all within a single, connected experience.

This introduces a structured layer on top of existing content creation tools, allowing communicators to assemble newsletters featuring content from a defined time period. Users can curate content, schedule automated delivery, and ensure the right information reaches the right audiences at the right time.

The Newsletter module includes the following features:

• Create and manage newsletters with configurable delivery dates and curated content.
• A newsletter dashboard listing scheduled and delivered newsletters.
• Filter newsletters by status (scheduled, delivered), author, audience, and date range, and campaign.
• Calendar view visualizing when newsletter content is scheduled to publish.
• Schedule automated email delivery to targeted audiences.
• Newsletters can be tied to campaigns, together with other content such as quick posts, praise, questions, polls, events, pages, stories, and broadcasts.

Prerequisites

• Account Owner or Publisher role. 
• An Appspace Platform user license.
• An active Appspace public/private cloud user account.

Create Newsletter

To create a newsletter, perform the following steps:

1. Log in to the Appspace console.
2. Click the ☰ Appspace menu, and click Newsletter.
3. Click +Create on the upper-left corner. 
4. Enter the Name and Description of the newsletter.
5. Click the Select date range field under Schedule and select a date range for the newsletter. You can select a preset (Next 7 days, Next 30 days, Next 90 days, or Next 12 months), or manually select a start date and end date from the calendar. Click Apply.
6. Select the Time Zone for the newsletter or leave it to default as your location’s time zone.
7. Click Create.
8. The new newsletter is added to the All Newsletters list.

Edit Newsletter

To edit a newsletter, perform the following steps:

1. Log in to the Appspace console.
2. Click the ☰ Appspace menu, and click Newsletter.
3. The All Newsletters list displays the newsletters within the organization. You can select an option from the left bar to filter the list of newsletters. For example, select Active to view only active newsletters, or Scheduled to view only newsletters that are currently scheduled.
4. On the newsletter list, click the ellipsis (…) at the end of the newsletter row and select Edit.
5. Edit the Name and Description of the newsletter.
6. Click the Calendar field under Schedule and edit the date range for the newsletter. Click Apply.
7. Edit the Time Zone for the newsletter.
8. Click Save.

Newsletter Templates

To create a template,  perform the following steps:

1. Log in to the Appspace console.
2. Click the ☰ Appspace menu, and click Newsletter.
3. Click Settings.
4. Click +Create on the upper-left corner. 
5. Design the newsletter accordingly. Latest version of the app includes generative AI to help with content generation and write-up. The template is automatically saved when editing.
6. Once done, click the back button.

Managing templates

• Import: On the Newsletter settings page, users can click the drop-down button next to Create and select Import. This allows user to import an existing template document in a compressed (.zip) file.
• Search: Users can use the search box next to the Create button to search for a template by name.
• Template list:  Centralizes saved and imported templates, displaying the name, creator, and last modified date (sorted by latest). Users can perform bulk actions via multi-select checkboxes and a delete toolbar, or manage individual items through an ellipsis menu to edit, export, or delete after confirmation.
• Creating a newsletter:  Clicking the Create button to create a new newsletter launches the Select a template page, where users can choose to Start from scratch or use saved templates. If no saved templates exist, the system automatically skips this modal and selects the Start from scratch option by default.

Archive Newsletter

Archiving a newsletter deactivates it and removes it from the All Newsletters, Scheduled, and Sent lists, while preserving all associated content and analytics. This helps reduce the list of newsletters to only ongoing initiatives without permanently deleting past newsletters.

For example, you can archive a newsletter once its scheduled end date has passed, and restore it later if needed to review performance data or reuse newsletter details for future planning.

To archive a newsletter, perform the following steps:

1. Log in to the Appspace console.
2. Click the ☰ Appspace menu, and click Newsletter.
3. The All Newsletters list displays the newsletters within the organization. You can select an option from the left bar to filter the list of newsletters. For example, select Scheduled to view only newsletters that are currently scheduled, or Sent to view newsletters that have been sent.
4. On the newsletter list, click the ellipsis (…) at the end of the newsletter row and select Archive.
5.  The confirmation window will appear. Click Archive.
6. The newsletter is archived.

Restore Newsletter

To restore a newsletter, perform the following steps:

1. Log in to the Appspace console.
2. Click the ☰ Appspace menu, and click Newsletter.
3. The All Newsletters list displays the newsletters within the organization. You can select an option from the left bar to filter the list of newsletters. For example, select Scheduled to view only newsletters that are currently scheduled, or Sent to view newsletters that have been sent.
4. On the newsletter list, click the ellipsis (…) at the end of the newsletter row and select Restore.
5.  The confirmation window will appear. Click Restore.