Newsletters serve as a great tool to send current awareness updates or need-to-know information out to your End Users via email. Using Topics as their building blocks, Newsletters can either be fully automated or can be curated in order to ensure a more refined set of results being published to your End Users.
This guide assumes that you have satisfactorily set up searches within Topic(s) as outlined in the Quick Start Guide, and you are ready to set up your Newsletter.
Create your Newsletter Shell
To start, navigate to the Newsletters page and select Build Newsletter.
Title: You must give your Newsletter a title. This will also be the email subject line of published emails.
Description: This field is optional. The description will be visible on the Newsletter page. If you share the Newsletter to the MyVable self service platform, this description will also be visible to End Users.
Type: Select between an Automated or Manually Curated newsletter type from the dropdown menu.
Administrators: You will automatically be assigned as the owner of the Newsletter. You can add other Administrators as managers by clicking on +Add.
Note: By default all Newsletters can be collaborated on by all Administrators. By assigning more than one name to the Administrator’s list, you will lock the Newsletter down to only those named individuals.
Restricted Access: Those accounts which have a license for the MyVable self service portal will have the ability to limit the visibility of the Newsletter to specific users or groups (if your organization has these). Note that this does not subscribe the users to be recipients - that must be done as part of the Subscribers field.
Newsletter Sending Options: While your organization can have default values automatically applied to all Newsletters, you can customize the sender name, reply-to name and reply-to address within this pane.
Create: Click to create the shell of your Newsletter.
System Information: This will populate with the created date and an updated date, to show when the Newsletter was created and last updated, and by whom. Any historic changes made to the Newsletter are recorded in the Audit Log.
Some of the above features are only available as part of certain licenses. For more information, please contact us.
Note that you will not be able to activate the Newsletter until you have added subscribers to it.
Add Content to your Newsletter
Now that you have created the shell of your Newsletter, you will need to add Topics to populate it with content.
Click Configure Newsletter to bring up the Newsletter configuration dialog. Here you can add one or more Topics which have already been created by yourself or another Administrator (Existing Topic) or create a new Topic which will only be available for use in this Newsletter (New Topic).
Add an Existing Topic
When this option is selected, you will be redirected to the Topics page where you can select one or more Topics to add to your Newsletter.
Tip: To quickly find the Topics you want to include, use the filters and/or search box to limit your results. Note that, by default, you will be seeing those Topics which you manage, rather than all available Topics. Clear the filter by clicking the X next to your name at the top of the list view.
Once you have ticked the box for each Topic you would like to include in your Newsletter, click on Add Topics at the top-right side of the page.
You will then be taken back to the Newsletter configuration dialog where you can change the ordering of your Topics by clicking on the dotted grid to the left of a Topic name and dragging it to the desired location.
You can now add further Topics, or simply close the Newsletter configuration dialog.
Adding a New Topic
If you click on the teal coloured New Topic button from the configurator as shown above, you will be creating an Alert Topic exclusively for use in this single Newsletter. Unlike Topics created in other ways, these will not be visible to End Users to add to their Personal Newsletters nor will the Topic be available for use in other Newsletters.
Once you have clicked New Topic in the Newsletter configuration dialog, you will be prompted to give the Topic a title (and add a description if desired) and click on the check mark to create the Topic shell.
Once the shell has been created, you will need to add content by creating one or more Vable searches to feed into your Topic. These can be keyword searches and/or content from selected publishers, sources or emails routed into your platform. Click Add New Vable Search.
You will be redirected to the Articles page, where you can build your search.
Once you have applied your terms and filters, click Save to be taken back to the Newsletter configuration dialog where you will name and activate your search.
Give your search a name (and optional description) and click the check mark icon.
You will then be asked if you would like to activate your search. Note: If you opt to skip activation, the content from the search will not populate your Newsletter until you activate it.
To see at a glance what your search terms are, hover the pointer over the funnel icon to the left of the search. To view and/or edit your search, click on the cog icon on the right of your search title.
You can now add a new search to your Topic, add more Topics to the Newsletter, reorder the Topics or close the Newsletter configuration dialog.
Now that you have added Topics to your Newsletter, you will need to follow the steps outlined in the appropriate article below to continue your Newsletter management.
Newsletters can either be fully automated or can be curated in order to ensure a more refined set of results are published to your End Users. Depending on the approach that suits your needs, click to read more on the relevant knowledge article: