Newsletter is an email which is sent to a specific group of subscribers periodically.

In the context of CRM, its is an informational and product-focused email that is sent to existing and potential customers with an intention of softly pushing the subscriber to do required actions.

Newsletter can also be used to share information to employees, investors etc.

You need to create Email Groups before sending the newsletters.

To access the Newsletter list, go to:

Home > Settings > Email > Newsletter

1. How to Create a Newsletter

  1. Go to the Newsletter list and click on New.
  2. Select the Email Group in RECIPIENT table.
  3. Enter 'Subject'.
  4. Enter 'Message'.
  5. Tick 'Send Unsubscribe Link' if you woud like to include unsubscribe link in the email.


Below is the screenshot of the email received with link to unsubscribe.


2. Features

2.1 Create Subscriber Groups

You can manage subscribers by grouping them into different Email Groups.

You can select multiple email groups in the 'RECIPIENT' tables in the newsletter.

2.2 Test Newsletter Before Sending to Subscribers

Once the newsletter is ready you can provide a 'Test Email Address' and click on 'Test'.

You can review the newsletter received in the test email, verify it and then send it to all subscribers by clicking on 'Send'.

Newsletter - Test

Next: CRM Reports