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 article will cover:
Take a look at our new mAcademy course walking you through the following instructions!
Prerequisites
Before sending a newsletter from your Meltwater account, you first need to verify your email address and be approved as a sender. Learn more about Adding an Approved Sender.
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 include industry news, PR highlights, social media mentions, and 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)
Understanding the Difference Between Manual and Automated Newsletters
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
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:
Day of the week for sending
Time and time zone
Additional time intervals (optional)
To learn more about setting up an automated Newsletter and its benefits, click here.
Note: If you have created an Automated Newsletter but find you need more control over the content added to it, you have the option to convert it to a Manual Newsletter. This allows you to either curate the content yourself from scratch or use the "auto draft" feature to generate a preliminary draft that you can then edit to meet your specific needs. Learn more about Using a Template Design for Multiple Newsletters.
Accessing the Newsletter Template
Select Newsletters from the left-hand navigation bar
In the Newsletters Box, click on the Create New in the drop-down
To access Newsletter 1.0 or your previous version, select the View All link under the Newsletter (previous version) box
Creating a Branded Newsletter - Manual Option
Click Newsletters in the left-hand navigation bar
You can access the manual template from the above steps or by selecting the Create New purple drop-down
Select Manual Newsletter
The Create newsletter page opens.
You will notice across the top, that there are 4 steps to creating a manual newsletter. At any point, you can save your work, leave, and return later:
Step 1: Select a template design
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 grouping the articles or social posts.
Step 3: Select search inputs, review search results, and select content.
Step 4: Finalize your email settings like subject line, recipient list, etc.
Click on the Design Template that meets your needs. This template will be your jumping-off point. Options include:
Start from Scratch
Compact
Balance
Precision
Click Use this template in the bottom right-hand corner
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. Learn more about Customizing Your Newsletter Template
Once you’ve finished customizing, select the Save draft (to finish the newsletter at a later time) or Next
Start organizing your Newsletter by creating sections that match how you want to group your articles or social posts. Learn more about Selecting Content for Your Newsletter.
Once you’re done adding content to your Newsletter, click Next
The Email Settings page will open. This is where you will add:
Newsletter Settings:
Add a Newsletter template name. Note: this title will only appear in Meltwater.
Email Settings
Subject line you would like to display in your recipient’s inbox.
Select Select an approved sender. Learn How to Add an Approved Sender.
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.
Click Create
Once finished, click Review and Send
Create a Branded Newsletter - Automated Option
Click Newsletters in the left-hand navigation bar
You can access the manual template from the above steps or by selecting the Create New purple drop-down
Select Automated Newsletter
The Create newsletter page opens.
You will notice across the top, that there are 4 steps to creating a manual newsletter. At any point, you can save your work, leave, and return later:
Step 1: Select a template design
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 grouping the articles or social posts.
Step 3: Select search inputs, review search results, and select content.
Step 4: Finalize your email settings like subject line, recipient list, etc.
Click on the Design Template that meets your needs. This template will be your jumping-off point. Options include:
Start from Scratch
Compact
Balance
Precision
Click Use this template in the bottom right-hand corner
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. Learn more about Customizing Your Newsletter Template
Once you’ve finished customizing, select the Save draft (to finish the newsletter at a later time) or Next
Start organizing your Newsletter by creating sections that match how you want to group your articles or social posts. Learn more about Selecting Content for Your Newsletter.
Once you’re done adding content to your Newsletter, click Next
The Email Settings page will open. This is where you will add:
Newsletter Settings:
Add a Newsletter template name. Note: this title will only appear in Meltwater.
Email Settings
Subject line you would like to display in your recipient’s inbox.
Select Select an approved sender. Learn How to Add an Approved Sender.
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.
Click Create
Once finished, click Review and Schedule
You’ll see a preview of your Newsletter in this step. Click Schedule in the top right-hand corner and a calendar with time intervals will appear
Pick the day(s) and time(s) you’d like your automated Newsletter to be sent
Sending a Newsletter: Creating a Recipient List
There are four steps to take when creating a newsletter: Select a Template, Customize Template, Select Content, and Email Settings. Once you have completed steps 1-3, follow the steps below to create a recipient list.
Navigate to Email Settings
Click Select Recipient List
Select + Recipient List
Add a List name
Enter your recipients’ email addresses
Click Create
After creating and selecting your recipient list, fill out the remaining fields
Select Review and Send
Using a Template Design for Multiple Newsletters
You can now use one template for different types of Newsletters.
Instead of creating the same design template time after time, duplicate your template to streamline the process of sharing your Newsletters.
Duplicating Your Template Design
Click Newsletters in the left-hand navigation bar
Navigate Newsletters
Select View all
Click the kebab menu on the Newsletter you want to convert
Select Duplicate
Similarly, if you’ve created a design you love for a Manual Newsletter but later decide to use it for an Automated Newsletter, you don’t need to recreate your design from scratch - you can convert it!
Converting Your Template Design from Manual to Automated (and Vice Versa)
Click Newsletters in the left-hand navigation bar
Navigate Newsletters
Select View all
Click the kebab menu on the Newsletter you want to convert
Select Convert
If you selected a Manual Newsletter, select Convert to automated. If you originally selected an Automated Newsletter, select Convert to manual.
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.