Creating and sending Email Newsletters to your clients

  1. Go to Communication, then Email Newsletters
  2. Click New Email Campaign, at top right
  3. Optionally, chose a Cover photo and Background Color
  4. Enter a Subject and Message to recipient
  5. When ready, click Send in the bottom right

Notes

  • You can also click Save Draft to close the draft and send it later
  • Use the the Segmenting tab, in the upper right, to email a subset of clients
  • Use Send test button, in the upper right, to send an example email
  • When uploading a custom cover photo, we recommend the following image resolution:

    • 1300 x 480 pixels
    • RGB color space
    • 72 DPI
    • PNG or JPEG format

Video guide


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