▶️ How Do I Create a Newsletter?

You can create a Nexis Newsdesk^® newsletter with detailed setting options or you can create a quick newsletter directly from a saved feed or search results. For more information, watch this video:


Creating a Quick Newsletter
Creating a Newsletter with Detailed Settings
 

Creating a Quick Newsletter

Take the following steps to create a quick newsletter from search results:

1. Run a search.
2. Click the bell icon at the top of the page.
3. Enter a name in the Search name field.
4. Select My Content or Shared Content from the Folder drop-down list.
5. Click Save.
6. (Optional) Enter a Newsletter Name.
   Note: The Newsletter Name defaults to the Feed name.
7. Choose a delivery schedule from the How Often drop-down list.  
8. Click Save.

Take the following steps to create a quick newsletter from a saved feed:

1. Click the Dashboard or Search tab.
2. Click the feed name.
3. Click the bell icon at the top of the page.
4. (Optional) Enter a Newsletter Name.
   Note: The Newsletter Name defaults to the Feed name.
5. Choose a delivery schedule from the How Often drop-down list.  
6. Click Save.

For more information on how to change Newsletter settings, see Managing Newsletters .

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Creating a Newsletter with Detailed Settings

Take the following steps to create a newsletter:

1. Click the Share tab.
2. Click the Newsletters sub tab.
3. Click New Newsletter.

 

4. Enter a newsletter name in the Newsletter Name field.
5. Choose a Theme from the drop-down list. 

6. (Optional) Click on Preview to view how the Newsletter appears. Click on Customize to change how this current newsletter appears. For more information, see Customize Newsletter Theme .
7. (Optional) Choose a delivery schedule from the Schedule newsletter delivery drop-down. Click +Add Another to include multiple delivery schedules.
   Note: Newsletters run continuously. When new articles are available, notifications are sent according to your selected delivery schedule. If you do not select a Delivery Schedule, you have manual control of the newsletter.
8. Click More options to perform the following functions:

• Adjust the Timezone.
• Set a Send newsletter until date.
• Enter a description in the Description field.
• Apply tags by selecting Add Tags.
  Note: This feature adds tags to the Newsletter, not the individual articles. The tags do not display in the draft or completed newsletter.

9. Enter the recipient(s) email address in the Share with Recipient(s) field.

• The Newsletter creator email automatically is included and may be deleted
• Clicking in the Share with recipient(s) box displays a word wheel containing:
  • All Account User (i.e. Admin, Standard, and Authorized Reader Roles) email addresses
  • All email recipients entered using the Add Recipient feature on the Manage Recipient tab.  This feature is used to add recipients that do not have account user roles, or are outside your organization 
• A maximum of 200 email addresses, including distribution lists, may be added to a Newsletter.  
• You can add a single distribution list that contains thousands of individual email addresses. The single distribution list would only count as 1 email address in the Share with Recipient field even though the Newsletter would be delivered to all individuals that belonged to that distribution list.  

10. Enter an email subject in the Subject field.
    Note: Check Allow Newsdesk to assign a subject based on the newsletter content (search and chart names) to have Newsdesk automatically enter a subject.
11. Click on + Add to Newsletter in the Content box. Click in the search box and enter a feed or folder name to locate, or drill down using the > icon next to a group name. 
    • To add a feed, check the box next to the feed(s) to add, then click Add.
    • To add a folder, click the folder name, then click Add folder.

• Use the arrows to the right of the feeds to rearrange them.
• Use the trash can icon to delete a feed from the Newsletter.
• By default, you can add up to 10 feeds and 3 charts, for a total of 13 additions possible for each Newsletter. You can receive up to 100 articles per search with a maximum of 1000 articles per email. If you add a folder to the newsletter, the 10 feeds limit still applies. If you add a folder with more than 10 feeds, the first 10 feeds are included in the newsletter.  If the feed exceeds 100 articles, the system publishes the most recent 100 articles in the newsletter.
  Note: When you edit a feed that is attached to a newsletter, the changes are automatically reflected in the newsletter.

12. Click More options to select any of the following:

• Publish to make available to all Newsdesk users.
  Note: Authorized Readers can log in to Newsdesk and access Manage Subscriptions to subscribe or unsubscribe from newsletters published in the account.. Unpublished Newsletters are only sent to email addresses entered in the Share with Recipient(s) field which can include Authorized Readers.
• Allow recipients to unsubscribe from newsletter.  
• Notify me when a recipient unsubscribes.
• Show Top Stories (i.e. what's trending on the Web, grouping the highest-ranking articles at the start of your newsletter).
  Note: If the newsletter is using a Simple or Modern theme, this option is greyed out. It is only available when using an Enhanced theme. For more information about changing the Theme Type, see Manage Newsletter Themes on Newsdesk .
• Send if there is no new newsletter content.
• Duplicates setting and preference. For more information, see Deduplication in Newsdesk Searches and Newsletters .

13. Click Save
14. (Optional) Click Edit & Send Now to perform any of the following functions:
    Note: This option maintains manual control of the newsletter.

• Click Send Test to send a test email to the email address associated with the ID you are logged on with.
• Click Send to send the newsletter to all recipients.
  Note: After Once you click Save and 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.
• 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 clicking on the X that appears to the far right of the article title. You may have to hover for the X to appear. 
  Note: The Theme Type must be set to Enhanced to display the X. For more information about changing the Theme Type, see Manage Newsletter Themes on Newsdesk .
• 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.

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