After creating and structuring your newsletter template learn how to create a newsletter, update settings, automate the process, and export.

Whitney W. avatar
Written by Whitney W.
Updated over a week ago

Template creation

You can either create a template by editing a default template or start from scratch.

To start from scratch, click on Create a template.

To edit a default template, click on More > Copy > Pick a template name > Create

You will find it saved under My templates.

Click on More > Edit to start building your template.

Structure your template

By using the layout editor in the Editor tab, you can quickly build your content layout without having to write any HTML.

Create a newsletter

Content type

In your newsletter you can add articles, documents such as PDFs, Word documents, Excel files, videos, and Youtube videos.



On the left hand side, you can select the posts to include in your newsletter. By default all posts from all topics are listed.

You can select a specific topic, filter scoops by title or tags.

Exclude articles that have already been sent:

In the Editor tab, you can add new elements to the newsletter. These modifications do not impact the original template.

You can add extra columns:

Content modification

By clicking on an element in the newsletter, you will be able to edit it.

For posts, you can choose to edit the title, the image, the excerpt, the insights, the margins, the background, choose a post template and to display the social media buttons or not.

For text widgets, you can edit the text, the margins, the background and the radius.

For image widgets, you edit the image, the margins, the background, add a link, choose to open that link in a new tab, the alternative text and the radius.

For HTML widgets, you can edit the HTML, the margins, the background and the radius.

For separators, you can edit the heights, the color and the margins.

Newsletter Settings

Custom domain

When creating a campaign, the newsletter will be sent with as the “from” email address.

If you prefer, you can configure a custom domain.

You need to reach out internally to the person in charge of DNS to set up the domain by providing a screenshot of the page as documentation.

When the domain is correctly set up ✓ Connected

Recipient lists

Click on “New recipient list” to create a list.

Choose a list name.

Add recipients emails.

The list of emails can be comma separated, new line separated, semi colon separated or any mix of those separators. Spaces are removed. Full format emails are not accepted (emails between brackets preceded by the full contact name).

If an email address is added twice to the list, the duplicate will automatically be removed upon creation of the list.

By default, “allow to unsubscribe” option is ticked. It will display an unsubscribe link at the bottom of the newsletter. The unsubscription is completed by a two-step process.

Once the list is created, it can be updated EDIT or deleted DELETE:

The email addresses of the unsubscribed recipients are still visible within the list. But NO email will be sent to them.

Recipients who have unsubscribed from the newsletter will be listed under “unsubscribed recipients”

If a recipient is part of more than one list it will only be unsubscribed from the list used to send the newsletter they clicked on.

You can remove this recipient from the unsubscribed recipient list by clicking on “Delete”. They will then be able to receive newsletters from you again.

Pre-fill from a previous campaign

In the settings tab, if “form auto-fill” is enabled, when creating a new campaign, fields in the new form will be automatically pre-filled with values from the previously created campaign.

Replicate a campaign

You can choose to replicate a campaign. In this case you can select a previous campaign to base your sending parameters on. This can be very useful if you send several newsletters to specific recipients.

To do so, select the campaign you want to replicate:

You will then choose the newsletter you want to send:

The sending parameters will be auto-filled based on the campaign you replicated:

Subscription form

A subscription form is a section of code that you copy/paste in your website. This will display a subscription form to your website visitors. They will be able to enter their email address to subscribe to your newsletter.

The form can either be displayed as a popup or inline in your website. The subscription form is linked to a Recipients list, this is where email addresses entered by your users will be saved.

Popup subscription form

Fill out the form and click Save. It will generate a code.

Paste the code in any page where you want the subscription form popup to appear. (You can put the code either in the page header or in the page body)

If you already have this widget integrated in your website, any modifications you made here, will be automatically reflected on your website upon save.

Popup subscription form will be displayed on any page where it is inserted. If the user closes it, the form will not show up until the next visitor session. When the user subscribes, its subscription is taken into account so the popup will not be shown again.

It is safe to insert this embed code on any page of your site.

Inline subscription form

Inline subscription form is typically inserted in a navigation column, it will always be displayed, regardless of the user subscription status.


Open Rate:

Percentage of the total number of recipients who opened the newsletter.

Click rate:

Percentage of recipients who clicked in your email.

Click-through rate:

Percentage of recipients who clicked a link in your email out of those who opened it.

Number of opens (unique):

Number of times the newsletter was opened (unique: if the same recipient opens it 4 times it counts as 1)

Number of clicks (unique):

Number of times the newsletter was clicked (unique: if the same link is clicked 4 times it counts as 1).

Number of clicks on scoops:

Total number of scoops clicked in the newsletter.

Number of unsubscribes:

Total number of recipients who unsubscribed to the list selected for this email campaign.

The difference between click rate and click-through rate is that the first one is based on the recipients and the second one is based only on the recipients who opened the email.

In the example above all 3 recipients have opened and clicked in the newsletter.

Advanced statistics

You can have access to more advanced statistics by generating a report. This will give you access to the number of clicks per link, per scoop, per user etc.

Select the options of your choice, and the time frame then click “Export CSV file”. The files will then be downloaded for you to access. The number of files will depend on the options selected.

Automate newsletter creation

A newsletter automation automates the process of creating newsletters using curated content. Newsletters are created automatically according to the settings selected but are not sent without confirmation.

Automated templates are created from an existing template (My templates).

Select the template you wish to automate > More > Automate

Create a first rule (you might need just one or several depending if you are adding articles from different topics or not).

Specify how posts should be included automatically in the newsletter:

First rule: all posts tagged “sport” in the Startup topic will be added automatically.

Then click Next, you will get a preview of the articles matching your rule:

Then click Next, enter a name for this automated newsletter:

Then click Next, (optional, can be set up later) schedule newsletter creation:

You can choose to generate automated newsletters when you want by clicking on “Create a newsletter” from your automated template or Scoop It can do it for you by selecting the schedule that suits you (i.e: on the 3rd of each month, 10 AM):

If you select this option you will be notified by email when a newsletter is automatically created. You will be able to edit it and export it like manually generated newsletters.

We DO NOT send the newsletter automatically. Only the newsletter is generated automatically.

Then click Create, your automated template is created with your first rule:

To add additional rules click More > Edit

As you can see, the first rule is applied by default to the whole template:

First, delete where the first rule shouldn’t apply.

Then create as many rules as necessary:

The “new posts only” rule is based on the template of the newsletter.

A post in the “Sports newsletter” will still be considered a new post for the “Health newsletter”

Select the number of maximum posts that will be added to the widget.

If you select 2, it means that the last 2 publications tagged “Sport” in the Startup topic will be automatically added.

If you only posted 1 article, only that one article will be added.

If you posted 3 articles, only the last two will be added.

Automated newsletter scheduling can also be setup or edited from this page:

Export options

Via campaigns

Send your newsletter via, track data relevant to your newsletter’s performance.

Shareable link

Share the preview link so the newsletters can be viewed in a browser.

Download as PDF

Convert the newsletter into a PDF. The links are clickable.


Copy the HTML and paste it to an emailing platform example: SendinBlue, Mailjet…

Send to me

Receive the newsletter in your inbox and forward it.


If you have a Mailchimp account connect it by clicking on Connect to Mailchimp.

Once connected, click on export. Your newsletter will migrate from to Mailchimp and you will be able to send your newsletter from Mailchimp.

💡 Tip

Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.

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