Our Newsletters Solution has received a glow-up. Newsletters now have a fresh and modern design, more intuitive workflow, modern layouts, advanced editing capabilities, extensive customization tools, and branding options that you can create and manage effortlessly.

This document will walk you through:

Take a look at our new mAcademy course walking you through the following instructions!

Preparing to Create and Send Newsletters

Before creating and sending a Newsletter, there are a few things you should consider:

Identify Your Audience's Needs: Consider your recipients and what they need to know. This could range from industry news, PR highlights, social media mentions, to competitor coverage.
Set Up Your Search Terms: Set up your searches in Explore - these will be used to power your Newsletter.
Verify Your Email Domain: Meltwater sends the Newsletters so they look like they’re coming from your work email address. But in order to do so, you’ll have to fill out a quick form to set up “approved senders” and verify your email domain. Navigate to “account” and select “approved senders.” Here, you can add a new email to Meltwater. Learn more about verifying your email domain by reading here.
Organize with Tags: Create a Tag named “Newsletters” or use a tag name that is specific to the Newsletter you’re going to send regularly (i.e., Weekly Coverage Highlights, Daily Media Monitoring). Learn more about Utilizing Tags.
Have a Logo File Ready (3MB max size)

Accessing the Newsletter Template

Select Newsletters (New) from the left-hand navigation bar
In the Newsletters Box, Click on the Create New in the drop-down
1. To access Newsletter 1.0 or your previous version, select the View all link under the Newsletter (previous version) box
Select the type of newsletter you want to create
1. Newsletter (Manual) - Select this option to create and manage your newsletters personally. This standard manual option gives you full control over content selection and distribution timing.
  
  Note: You will need to manually send each newsletter, there is no automation available for this option
2. Automated Newsletter - Select this option for a newsletter that auto-generates and dispatches according to your predefined schedule. This article will walk you through the benefits of automation. You'll need to specify:
  1. Day of the week for sending
  2. Time and time zone
  3. Additional time intervals (optional)
    To learn more about setting up an automated Newsletter and its benefits, click here.

Creating a Branded Newsletter - Manual Option

You can access the manual template from the above steps or by selecting the “Create New” purple button and selecting Newsletter.
The Create newsletter page opens.
1. You will notice across the top there are 4 steps to creating a manual newsletter, At any point in the steps above, you can save your work, leave, and return later. :
  1. Step 1: Select a template design
  2. Step 2: Brand your template according to your guidelines and customize it however you like. In this step, you can also organize your Newsletter by creating sections for how you will group the articles or social posts.
  3. Step 3: Select search inputs, review search results, and select content.
  4. Step 4: Finalize your email settings like subject line, recipient list, etc.
Select a template page will open
Select a design template that meets your needs. This template will be your jumping-off point. Options include:
1. Default
2. Compact
3. Balance
Select preview when hovering over the template you’re interested in
Select “use this template” to advance to the next step
The Customize template page will open. This is where you edit the template to meet your brand guidelines. Tailor it to meet and exceed your readers' expectations, ensuring a cohesive and engaging experience.
1. We recommend the following steps but all templates offer the same layout options and they can be toggled on or off by selecting the Layout options tab in the Template editor
Click on Styles
1. Here you can select the Page settings and Section settings
2. Select the colors based on hex, rgb or hsl, the color dropper or recently used
3. Click Apply button
Click on Layout options in Template editor Tab
1. You can click on any part of the template to update and customize
2. Or from the layout options menu, toggle on and off and update:
  1. Header - Add Logo, name your newsletter, date your logo
  2. Hero - You can add or remove an additional section for a title and date (Logo isn’t available here)
  3. Banner image - where you can upload a designed banner image
  4. Section navigation - a menu that outlines each section of the Newsletter
  5. Sign off text - brand your Newsletter even further by adding your company’s tagline or slogan
Start customizing any section by clicking on any part of the template, a panel will appear where you can choose which elements you want to show/hide/or customize as you wish.
Once you’ve finished customizing, select the Save draft (to finish the newsletter at a later time) or Next button (to proceed to the next step).
Start organizing your Newsletter by creating sections that match how you want to group your articles or social posts. (This can be edited at any time later) Select the “add section” button in the top right hand corner.

Tip: We recommend adding your logo first, this way if you want to use any colors from the logo you can use the color dropper to easily pull the color into other areas of the document.

Here’s how: Toggle on the Header > Click on the logo > update the Logo Image section: add the logo by drag and drop, upload or add the URL link.
The Select content page will open. This is where you can:
1. Further organize your Newsletter into sections based on your areas of interest, like markets, business lines, or coverage types (business, tech, lifestyle). Customize the outline of your Newsletter for your audience's needs.
  1. Click add section
  2. Click into the section you want to start with and select the desired search inputs from your list of Explore searches and tags. The results will populate in the content stream on the right.
2. To populate the sections with content
  1. Click the plus sign
  2. Then click the tag or saved search
  3. Add content to your newsletter by clicking the check box on the article or post in your content stream on the right. It will automatically be added to your Newsletter on the left.
3. Review the articles in the content stream and click the checkbox to add to the Newsletter draft on the left.
4. To add additional articles to your newsletter
  1. Select “+ add section” to continue adding sections.
  2. To remove sections, click the “trash” icon at the top of the section.
  3. Include external articles - Can’t find an article in your search results? No worries - if you know an article ran but can’t find it in a busy content stream full of search results, just copy and paste the hyperlink to the article from your browser directly into your Newsletter via the “add content” button which can be found at the top of each section in your newsletter.
5. Add personal commentary - You can also add commentary about how the article came to life, who pitched it, who’s quoted in it or why it’s relevant and important by clicking the pen icon and “add a comment”
Add a summary to your newsletter by clicking the summary text box. A summary should cater to your stakeholder’s needs. It can be something simple such as “please see this week’s top media highlights” or it can give a full overview of what’s going on in the media this week.
Once you’re done adding content to your Newsletter, click the Next button.
The Email settings page will open. This is where you will add:
1. Newsletter settings Add a Newsletter template name. Note: this title will only appear in Meltwater.
2. Under Email settings, add:
  1. Subject line you would like to display in your recipient’s inbox.
  2. Select Select an approved sender. Learn how to set up an approved sender here.
  3. Select from an existing list of recipients or create a new one.
    To create a new list:
    Select “+ Recipient List”
    Add a list name
    Add email contacts.
3. Once finished, select Review and send button

Create a Branded Newsletter - Automated Option

You can access the manual template from the above steps or by selecting the Create New purple button and selecting Newsletter.
The Create newsletter page opens.
1. You will notice across the top there are 4 steps to creating a manual newsletter, At any point in the steps above, you can save your work, leave, and return later. :
  1. Step 1: Select a template design
  2. Step 2: Brand your template according to your guidelines and customize it however you like. In this step, you can also organize your Newsletter by creating sections for how you will group the articles or social posts.
  3. Step 3: Select search inputs, review search results, and select content.
  4. Step 4: Finalize your email settings like subject line, recipient list, etc.
Select a template page will open
Select a design template that meets your needs. This template will be your jumping-off point. Options include:
1. Default
2. Compact
3. Balance
Select preview when hovering over the template you’re interested in
Select “use this template” to advance to the next step
The Customize template page will open. This is where you edit the template to meet your brand guidelines. Tailor it to meet and exceed your readers' expectations, ensuring a cohesive and engaging experience.
1. We recommend the following steps but all templates offer the same layout options and they can be toggled on or off by selecting the Layout options tab in the Template editor
Click on Styles
1. Here you can select the Page settings and Section settings
2. Select the colors based on hex, rgb or hsl, the color dropper or recently used
3. Click Apply button
Click on Layout options in Template editor Tab
1. You can click on any part of the template to update and customize
2. Or from the layout options menu, toggle on and off and update:
  1. Header - Add Logo, name your newsletter, date your logo
  2. Hero - You can add or remove an additional section for a title and date (Logo isn’t available here)
  3. Banner image - where you can upload a designed banner image
  4. Section navigation - a menu that outlines each section of the Newsletter
  5. Sign off text - brand your Newsletter even further by adding your company’s tagline or slogan
Start customizing any section by clicking on the any part of the template, a panel will appear where you can choose which elements you want to show/hide/or customize as you wish.
Once you’ve finished customizing, select the Save draft (to finish the newsletter at a later time) or Next button (to proceed to the next step).
Start organizing your Newsletter by creating sections that match how you want to group your articles or social posts. (this can be edited at any time later) Select the “add section” button in the top right hand corner.

Tip: We recommend adding your logo first, this way if you want to use any colors from the logo you can use the color dropper to easily pull the color into other areas of the document.

Here’s how: Toggle on the Header > Click on the logo > update the Logo Image section: add the logo by drag and drop, upload or add the URL link.
The Select content page will open. This is where you can:
1. Further organize your Newsletter into sections based on your areas of interest, like markets, business lines, or coverage types (business, tech, lifestyle). Customize the outline of your Newsletter for your audience's needs.
  1. Click click add section
  2. Click into the section you want to start with and select the desired search inputs from your list of Explore searches and tags. The results will populate in the content stream on the right.
2. Review what search results look like so you can get a better idea of what will go into your automated Newsletter each time.
3. Add a summary to your newsletter by clicking the summary text box. A summary should cater to your stakeholder’s needs. It can be something simple such as “please see this week’s top media highlights” or it can give a full overview of what’s going on in the media this week
Once you’re done adding content to your Newsletter, click the Next button.
The Email settings page will open. This is where you will add
1. Newsletter settings Add a Newsletter template name. Note: this title will only appear in Meltwater
2. Under Email settings, add:
  1. Subject line you would like to display in your recipient’s inbox.
  2. Select Select an approved sender. Learn how to set up an approved sender here.
  3. Select from an existing list of recipients or create a new one.
    To create a new list:
    Select “+ Recipient List”
    Add a list name
    Add email contacts.
Once finished, select Review and schedule button
You’ll see a preview of your Newsletter in this step. Click the “schedule” button in the top right hand corner and a calendar with time intervals will appear.
Pick the dates and times you’d like your automated Newsletter to be sent.

And you’re finished!

FAQS

What will happen to my classic newsletters?

Today, you can find a button that allows you to toggle back to the Classic Newsletter. You can still continue using your Classic Newsletter, but we recommend you try out the new experience.

Where are Newsfeeds?

Newsfeeds has moved to “Content”

What are the different types of Newsletters?

Manual: 100 articles per section with a 200 article max total
Automated: 500 article max

Can I receive readership analytics for my Newsletter?

Yes! All newsletters are sent through our sending partner, Sendgrid. You'll need to set up an Approved Sender and update your Newsletter ‘From’ field in order to gain access to readership Analytics. Familiarize yourself with this process, HERE.

What does the new terminology in Newsletters mean?

Project: a template design created in our app + settings + search inputs
Template: The design and layout of your Newsletter (i.e., how it looks!)
Newsletter: the version that you are drafting, scheduling or sending via email (i.e., a sent Newsletter, a scheduled Newsletter, a newly drafted Newsletter)

💡 Tip

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

Find answers and get help from Meltwater Support and Community Experts.