How to Send Your Done-For-You Newsletter

Why This Matters

Staying top-of-mind with your clients, prospects, and colleagues is essential for building strong relationships and growing your business. But writing a professional newsletter every month takes time you don't have. That's why the system creates a Done-For-You Newsletter for you each month—pre-written, professionally designed, and ready to send. All you need to do is review it and click send. In less than two minutes, you can reach your entire database with valuable content that keeps you connected.

Before You Begin

Before you can send emails, you need:

A completed Mail Merge Profile (see Setup: Mail Merge Profile)

A configured email sending domain (see Setup: Email Sending Domain)

Contacts in your database to send the newsletter to

Step-by-Step Instructions

Click Automation in the main menu, then click the Done-For-You Newsletter.

The Done-For-You Newsletter page opens, displaying your pre-written newsletter ready to send.

Time: 30 seconds

The preview screen displays your newsletter on the right side. Scroll up and down to review the content. The newsletter is pre-written with professional, relevant content that's ready to send.

This step ensures you're comfortable with the content before sending it to your entire database.

Time: 1 minute

3. Customize the Merge Template (Optional)

If you want to personalize the greeting or other merge fields, you can change the merge template. When you do, the newsletter will update dynamically to reflect your changes.

Customizing merge fields adds a personal touch that increases engagement with your audience.

Time: 1 minute (optional)

4. Open Group Actions

In the Send Your Newsletter section, click Open Group Actions.

This opens the contact selection interface where you'll choose who receives the newsletter.

Time: 10 seconds

5. Select Your Entire Database

Click Add Everyone to select all contacts in your database. This ensures you reach clients, prospects, and colleagues—maximizing your visibility and engagement.

Sending to your entire database (clients, prospects, and colleagues) maximizes your reach and keeps you top-of-mind with everyone who matters to your business.

Time: 10 seconds

6. Send the Email Blast

Click Email Blast, then select the current month's newsletter from the list. Click Send Blast Now.

Your newsletter is now being delivered to your entire database. This professional content keeps you connected with everyone in your network.

Time: 20 seconds

Questions and Answers

Q: How often is a new Done-For-You Newsletter created?

A: A new newsletter is created every month, so you'll always have fresh content ready to send.

Q: Do I have to send the newsletter to everyone in my database?

A: No, but we recommend it. Sending to your entire database—clients, prospects, and colleagues—maximizes your visibility and helps you stay connected with everyone who matters to your business.

Q: What if I want to send the newsletter to a specific group instead of everyone?

A: Instead of clicking Add Everyone, you can use a saved search, tag, or category to select a specific group of contacts before sending the email blast.

Q: Can I preview the newsletter before I send it?

A: Yes. The preview screen displays the newsletter on the right side, and you can scroll through it to review the content before sending.

Q: Will the newsletter show my name and branding?

A: Yes. The newsletter uses your merge template settings, so it will include your name, contact information, and any personalization you've configured.

Q: What happens if I miss a month?

A: You can still access previous months' newsletters and send them at any time. However, for maximum relevance, we recommend sending the current month's newsletter each month.

Q: How do I know if the newsletter was delivered successfully?

A: You can review the email blast report to see delivery statistics and confirm successful delivery.

Q: Can I add my company logo or photo to the newsletter template?

A: Yes. You can create a custom newsletter template that includes your logo, photo, and other branding elements. You can do this yourself in Settings → Email Templates, or contact our support team for help.

Q: What if I'm not comfortable creating a custom template on my own?

A: No problem. Our support team will help you create a custom newsletter template. Just contact support and schedule a one-on-one call—we'll walk you through it.

Guide Type: How-To Guide

Estimated Time: 2 minutes

Next Guides: How to Create a Custom Email Template, Setup: Mail Merge Profile, About: Opt-In Email