You’ll no doubt be aware that sending a newsletter to your existing customers on a regular basis is not only a great way to engage with them, but also a way to promote new products and services and give other important updates that your company might have. But if you’re the one that has been tasked with organising the newsletter to send out to your email list, it can be a daunting task when you haven’t had to do it before.
Sending a newsletter isn’t actually as overwhelming as you think it may be when you have a system to follow on exactly how to go about doing it. The process outlined below takes you through the tools that you need in order to prepare, how to create the newsletter and what content to use, and finally how to test that you’ve got everything working correctly before you send it off to your customers. Once you work through this system a few times, sending newsletters will become like second nature and you’ll be able to complete the process more quickly and smartly.
Once the process is complete, you will have a system for preparing, creating, testing and sending a highly engaging newsletter.
Sending email communications to your list is important to stay top of mind, which helps to build your authority, increase engagement in your list, and increase the likelihood of closing more deals with more prospects.
Marketing Tool: MailChimp / Active Campaign / other
Logins / URLs to access the systems: (Logins / Passwords shared via LastPass)
Google Docs Templates
Click the links and then go File > Make a Copy.
Email Marketing Strategy Template »
Email Marketing Content Template »
MailChimp template
Click this link to import into your account »
ActiveCampaign template
Click this link then follow the instruction >>
You will know this process is complete when the email has arrived in your inbox.
1 – Set up – once the set up is complete, be sure to communicate the process to the ensure team. If the set up has been created proceed to step 2.
2 – Prepare content and images – contents are more effective when linked to company’s website. Prepare links and headers that will engage the audience.
3 – Design the campaign – make sure that the campaign is designed within company branding guidelines (colours, fonts), make sure alignments are followed.
4 – Send test – send a test email to self and to another colleague to ensure quality and that all links are going to the correct landing page before sending.
5 – Deliver – once testing is complete, set the campaign to schedule or send it out immediately, depending on your planned release time.
Who should you contact if you have an issue?
Contact your project manager via Slack if you have an issue or question.
The important thing to remember when you are organising to send a newsletter out to your email list, is that you are doing it to keep in the front of your clients’ minds. The type of content that you choose to share, the images you use, and the email subject line will all play a factor on whether your customers will actually open your email and want to engage. Once you start sending emails out, you can take advantage of the many analytics tools on offer to be able to determine what is working and what isn’t.
Be sure to follow this process from start to finish, and make the testing stage a crucial step so you can double check that everything is correct before sending the newsletter out.
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He then develops a digital strategy blueprint that outlines how to achieve goals with a focus on the website as the hub of this strategy.
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