Creating, Sending, and Managing Newsletters on Newsdesk

Nexis Newsdesk^® offers the ability to create Newsletters which can be distributed to colleagues and clients. The Newsletter feature allows you to create custom newsletter emails with selected articles and saved searches.  

• The Newsletter feature is available if you have a Newsletter license. The number of contracted and remaining licenses available for newsletters is found by clicking on the “I” icon located to the right of the Newsletters heading.
  Note: Inactive Newsletters count towards the total number of licenses used while Deleted Newsletters do not count towards the total number of licenses used. The number of Newsletter licenses subscribed to by the account is the number allowed for each Admin. For example, if the account allotment is 10 Newsletter licenses, and there are 10 Admins, then each Admin can create 10 Newsletters, for a total of 100 Newsletters account wide.
• Newsletters can be sent manually or sent automatically at selected times. You can edit, pause, update recipients, re-schedule, and delete your Newsletters at any time. 
• Newsletter themes may be created a new, or be customized for a specific Newsletter from an existing theme.

 

 

Creating a New Newsletter Scheduling or Manually Sending Newsletters Filtering Newsletters Viewing Newsletters as a Webpage Viewing Newsletter History Copy Newsletter URL Adding Analysis and Charts to a Newsletter

Customize Newsletter Theme Managing Newsletters Duplicating a Newsletter Clipped Articles in Newsletters View Newsletter Details View Web Newsletter Manage Newsdesk Newsletter Recipients

Creating a New Newsletter  

You can create a newsletter with detailed setting options or you can create a quick newsletter directly from a saved feed or search results. For more information, see How Do I Create a Newsletter .
 
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Customize Newsletter Theme  

You can customize the newsletter theme directly from the Newsletter itself. You can customize many components such as styles and fonts, create introductory text in the header, and include a sign off message in the footer. The changes made to the theme only impact the current Newsletter.

If you want to make any of the following changes or if you want your changes to impact all Newsletters that utilize the theme, see Manage Newsletter Themes on Newsdesk. 

• add a logo
• make the Theme Type Enhanced or Simple
• change colors for Header, Email Body, and Accent Color in Enhanced themes 

You cannot remove the LexisNexis footer from the Manage Theme.

Take the following steps to customize your newsletter theme:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Open the Newsletter.
4. Click the Customize button next to the Theme drop-down.
   Note: Any changes made to the theme, only impact the Newsletter you are in. Other newsletters with this theme are not impacted and use the same settings that are shown for the theme in the Manage Theme sub tab.
   Note: The Newsdesk Modern (Mobile Friendly) theme does not have the Customize button. 
5. (Optional) Select a theme from the Theme drop-down list, if you want to change the current theme being used by the Newsletter.
6. (Optional) Add a header image, usually your logo to the Newsletter
   • To include a Logo image in the newsletter header, either copy and paste the hosted or public URL linking to where the image is stored or upload an image you've got saved on your computer. The logo will appear in the Header section of the newsletter.
   • When using the Modern newsletter theme, a 2:1 image ratio is recommended, with a max display width of 150 px.
   • When using the Enhanced theme, a 122:19 image ratio is recommended. Optimal dimensions are 460 px (width) by 94 px (height).
     Note: Not all the following choices are available for each theme type.
7. (Optional) Under the Fonts section, select the Type, Size, Style, and Color for the following newsletter options: 
   • Header
     Note: This option only appears if Enhanced is selected as the Theme Type. The Header has a 15 character limit.
   • Table of Contents
   • Feed Title
   • Article Headline
   • Source
   • Author
   • Date
   • Article Content
8. (Optional) Under the Content section, select the following article level options that you want to display in the newsletter: 
   • Highlight Keywords allows highlighting and bolding of keywords. You can also choose which highlighting color best complements your theme style.
     • Bolding
     • Color
   • Show All
     • Companies Mentioned
     • People Mentioned
     • Industry
     • Subject
     • Source Country
   • Show Word Count displays article word counts.
   • Show Article Sentiment displays article sentiment.
     Note: Applies only to the Enhanced themes.
   • Show Article Count displays total article counts which displays at the top of the theme.
   • Show Images displays article images.
     Note: Applies only to the Enhanced themes.
   • Show Sharing Options displays sharing options, such as Facebook, Twitter, and LinkedIn. 
     Note: Applies only to the Enhanced themes.
   • Full Text (Only for Licensed Content) selecting this option limits your number of articles displayed to 25 articles per feed.
     Note: This option is only available in the Customize functionality. You have to accept the disclaimer to apply this option.
   • Show Section Divider applies a line divider between sections.
     Note: Applies only to Simple themes.
   • Summary Text Location provides the ability to change location of the Summary Text.
     Note: This option is only available in the Customize functionality.
     • Above Table of Contents
     • Below Table of Contents
   • User Comments allows you to protect the anonymity for your team to show the team effort without exposing internal and individual information to the newsletter recipients.
     • Select one of the following from the User Comments drop-down list:
       • No User Comments
       • User Comments with Author/Date
       • User Comments without Author/Date
   • Newsletter Language allows you to localize the non-dynamic newsletter text, such as date, title, "Unsubscribe", etc., so that you can send newsletters entirely in the localized version.
     • Select one of the following from the Newsletter Language drop-down list:
       • English
       • Español (Spanish)
       • Deutsch (German) 
       • Français (French)
       • Nederlands (Dutch)
       • Português (Portuguese)
   • Table of Contents
     • Select one of the following from the Table Of Contents drop-down list:
       • Table of Contents
       • Table of Contents with Headlines
         • Select one of the following:
           • Headline Only
           • Headline|Source|Date
           • Source|Headline|Date
       • No Table of Contents
   • Article Extract
     • Select one of the following from the Article Extract drop-down list:
       • Contextual Extract
       • Start of Text Extract
       • No Article Extract
   • Extract Size (Only For Licensed Content)
     • 255
     • 300
     • 400
   • Article Limit Per Feed
     Note: This option is only available in the Customize functionality.
     • 25
     • 50
     • 75
     • 100
9. (Optional) Click in the Summary Text box at the top of the Preview Theme display to enter text.
   • This text displays in the newsletter above the article list.
   • Up to 500 characters may be entered.
   • The Summary Text field supports HTML coding.
10. (Optional) Click in the Conclusion Text box at the bottom of the Preview Theme display to enter text.
    Note: The Conclusion Text field supports HTML coding. Enter a Conclusion Text, if desired. 

11.  Click Save.

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Scheduling or Manually Sending Newsletters  

There are two options to send a Newsdesk Newsletter:

1. You can schedule one or more send times at selected intervals or times of day.

• This will automatically send new stories that have appeared in your saved searches since the previous newsletter went out.
• You do not have to curate each send of the Newsletter.
• If no new stories have appeared in a saved search, then that section on the newsletter will be empty.

2. You can manually send a newsletter.

• This allows you to editorially preview and edit the contents of the newsletter before sending.
• A test email can be sent to check the styling and contents as they appear in your inbox.

To Manually Send a Newsletter:

Take the following steps to manually send a newsletter:

1. Click the Share tab.
2. Click the Newsletters sub-tab.
3. Click on newsletter name.
4. Click the Edit & Send now button.
5. (Optional) Take any of the following actions: 
   • Click Send Test to send a test email to the email address associated with the ID you are logged on with.
     Note: The email is only sent to the email address associated with the ID you are logged on with, not other emails displayed in the Share with recipient(s) box.
   • Manually reorder articles in the newsletter by dragging and dropping articles to prioritize the most important articles at the top of the email.
     Note: If you have a Top Stories section in your Newsletter, these stories cannot be moved, only deleted.
   • Delete articles from the newsletter by hovering over an article and clicking on the X that appears to the far right of the article title.
   • Click Save Draft to save the draft.
   • Click Reset Draft to reset the newsletter back to its original state and remove any added text and formatting changes.
   • Click Export HTML to export the newsletter as HTML.
6. Click the Send button.
   • Once you Send a manual email through Edit & Send, the articles are no longer available and cannot be resent. If you click on Edit & Send again, only new articles, if available, appear in the newsletter.
   • If you have times selected for Active scheduled times but manually send the newsletter earlier than the selected times, the newsletter still sends at the Active scheduled times if there are new articles.
   • The email address that a newsletter is sent from defaults to LexisNexis Newsdesk <newsdesk@lexisnexis.com>. If you want to change the sent from email address, contact Customer Support.  

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Managing Newsletters  

You can edit, pause, resume, or delete the newsletter.

Take the following steps to edit a newsletter:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Click the newsletter you want to edit.
4. Change any option on the newsletter, such as:
   • Click the Delete icon to delete a feed from the newsletter.
   • Click the + Add to Newsletter button to add new feeds to the newsletter.
   • Change the recipients of the newsletter.
   • Change the time zone or time and date of newsletter delivery.
5. Click Save.

Take the following steps to Activate, Publish, Send Now, Delete, Pause, Unpublish, Subscribe, or Unsubscribe one or multiple Newsletters:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Place a checkmark next the newsletter(s) to select.
4. Click one of the buttons listed at the top of the newsletters list. Depending on your display, you may need to click on the More icon to view the entire list of selections.

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Manage Newsdesk Newsletter Recipients  

• Create a Newsletter Recipient List
• Add or Delete Newsletter List Recipients
• Activate, Pause, or Delete a Newsletter Recipient List
• Activate, Pause, or Delete Recipients
• Create a New Newsletter Recipient
• Upload Multiple Recipients

 

Filtering Newsletters  

Take the following steps to apply newsletter filters:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Select the desired filters from the following:
   Note: Selections are automatically applied.
   • Owner
   • Published
   • Status
   • Subscribed

Duplicating a Newsletter  

You can duplicate a newsletter from the Newsletters sub tab. 

Take the following steps to duplicate a newsletter:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Click the ellipses in the Actions column for the newsletter you want to copy.
4. Click Duplicate.
5. Enter the name for the new newsletter.
6. Click Create duplicate.
7. Continue with steps in Creating a New Newsletter starting with step 4.

Viewing Newsletters as a Webpage  

• Copy/paste the Newsletter URL to your intranet site so others may view the content.
• Navigate to previous 30 days newsletters by clicking on the arrows at the top right of the web page.
• Use the Subscribe here link to receive the Newsletter in your email. Once you click Subscribe here, enter the email address in the Enter email associated with (customer name) field in the Subscribe to this Newsletter page. 
  Note: The email address entered must be associated with a user ID or recipient on your account. 

Clipped Articles in Newsletters  

You can add clipped articles to Newsletters. For more information, see Clipped Articles in Newsletters.  

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Viewing Newsletter History  

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Click the ellipses in the Actions column for the newsletter you want to view.
4. Click View Details. 
5. Click the View link in the Send History row next to the date you want to view. 
   Note: The Newsletter sent on that date displays in a webpage.
6. Click the arrows at the top of the webpage to navigate from newsletter to newsletter.

View Newsletter Details  

You can View Newsletter Details from the Newsletters sub tab. The following details are displayed:

• Newsletter name
• Feeds/charts used in the Newsletter
• Time zone
• Scheduled Times
• Send History including View links to display historical Newsletters going back 30 days.

Take the following steps to view newsletter details:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Click the ellipses in the Actions column for the newsletter you want to view.
4. Click View Details.

View Web Newsletter  

You can view your newsletter in your web browser from the Newsletters sub tab. 

Take the following steps to view your newsletter in your web browser:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Click the ellipses in the Actions column for the newsletter you want to view in a web browser.
4. Click View Web Newsletter.

Copy Newsletter URL  

You can copy a newsletter URL link from the Newsletters sub tab. This copies the web newsletter URL link to your clipboard for further use, such as pasting to an intranet site.

Take the following steps to copy a newsletter URL:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Click the ellipses in the Actions column for the newsletter you want to copy the URL.
4. Click Copy Newsletter URL. 

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Adding Analysis and Charts to a Newsletter  

You can share charts with your colleagues via Newsletters, Dashboards, Email, My Content or Shared Content.

Take the following steps add an entire analysis page or individual chart to a Newsletter:

1. Click the Analyze tab.
2. Click the Saved Analysis subtab.
3. Click on the analysis name.
4. Take 1 of the following actions:
   • Click the ellipses to the left of the analysis name at the top of the page to add the entire page.
   • Click the ellipses to the left of the chart name to add that individual chart.
5. Select Share.
6. Select Newsletter.
   Note: This takes you to the Newsletter screen.
7. Take 1 of the following actions:
   • Click on the name of an existing newsletter.
   • Click New Newsletters to create a new newsletter.
8. Click on the name of the analysis or chart, from the Share Chart in Newsletter popup screen, to add it to the newsletter. 
9. Click X to close the Share Chart in Newsletter popup screen.
10. Click Save at the top of the Newsletter.