{"id":22374,"date":"2024-09-14T11:14:39","date_gmt":"2024-09-14T11:14:39","guid":{"rendered":"https:\/\/doc.probance.com\/base_de_connaissance\/create-and-send-an-email-newsletter\/"},"modified":"2025-11-11T07:00:16","modified_gmt":"2025-11-11T07:00:16","slug":"creating-and-sending-a-newsletter","status":"publish","type":"tutoriels","link":"https:\/\/doc.probance.com\/en\/knowledge-base\/creating-and-sending-a-newsletter\/","title":{"rendered":"Create and send a newsletter"},"content":{"rendered":"\n<p>This tutorial will guide you through all the steps to configure and schedule an email newsletter.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Create a Newsletter<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the <strong>Campaigns &gt; Newsletters<\/strong> menu and click <strong>Create a newsletter<\/strong>.<\/li>\n\n\n\n<li>Enter a name for your newsletter.<\/li>\n\n\n\n<li>In the <strong>Channel<\/strong> dropdown list, select <strong>pmail<\/strong>.<\/li>\n\n\n\n<li>Click Create to confirm.<\/li>\n<\/ol>\n\n\n\n<p>You will then be automatically redirected to the configuration page of your newsletter.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-style-note is-layout-flow wp-block-quote-is-layout-flow\">\n<p>By default, newly created newsletters appear in the schedule with the date of the following day.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">2. Build the Email Template<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Edit the template<\/strong>.<\/li>\n\n\n\n<li>In the window that opens, click <strong>Create a template<\/strong>.<\/li>\n\n\n\n<li>Select the editor you want to use to build your template. Two options are available:\n<ul class=\"wp-block-list\">\n<li><strong>Fast Builder:<\/strong> See our guide on creating a template with Fast Builder to learn how to use it.<\/li>\n\n\n\n<li><strong>HTML Builder<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>You can start from scratch by selecting <strong>New template<\/strong>, or copy the template of an existing campaign by selecting it from the list. The Advanced search button allows you to find a specific campaign template by filtering by campaign name, sending dates, or type (newsletter\/scenario).<\/li>\n\n\n\n<li>Click<strong> Use this template<\/strong> to confirm your selection.<\/li>\n\n\n\n<li>Then build your template. Make sure to regularly save your work to avoid losing changes accidentally, by clicking <strong>Save<\/strong> at the top left of the editor.<\/li>\n\n\n\n<li>Once your template is defined, click <strong>Save <\/strong>to confirm.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">3. Define the Recipient Target<\/h2>\n\n\n\n<p>The Target section allows you to define who the newsletter should be sent to by adding target groups, filters, and exclusions.<\/p>\n\n\n\n<p>All newsletters include by default a mandatory filter Contactable members, which cannot be removed or modified. This filter ensures that emails are only sent to members who have agreed to receive your communications and whose email addresses are available and valid.<\/p>\n\n\n\n<p>We recommend checking <a href=\"https:\/\/doc.probance.com\/en\/knowledge-base\/building-a-campaign-target\/\" data-type=\"tutoriels\" data-id=\"27074\">our tutorial on building a target<\/a> for a complete guide on how to use the targeting tool.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Define Sending Information<\/h2>\n\n\n\n<p>To define the email sending parameters, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the <strong>Subject<\/strong> section and click <strong>Edit<\/strong>.<\/li>\n\n\n\n<li>In the <strong>Subject field (with optional personalization)<\/strong>, enter the main subject of the email. You can personalize the subject line with profile information for each recipient, such as first name or last name, to make your communication more personal, or include product details featured in the email to highlight your offer. See our tutorial on email personalization to learn how to personalize subject lines. The subject line can include emojis.<\/li>\n\n\n\n<li>In the <strong>Fallback subject field (without personalization)<\/strong>, enter an alternative subject. This subject will be used for members whose personalization fields are empty. Therefore, it should not contain any personalization fields. However, emojis can be used.<\/li>\n\n\n\n<li>In the <strong>Sender name<\/strong> field, enter the label that will identify the sender in the recipients\u2019 inboxes.<\/li>\n\n\n\n<li>Enter the <strong>sender email address <\/strong>and the <strong>reply-to email address<\/strong>.<\/li>\n\n\n\n<li>Optionally, enter the campaign <strong>UTM parameters<\/strong>.<\/li>\n\n\n\n<li>Click<strong> Save <\/strong>to confirm.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">5. Test the Email<\/h2>\n\n\n\n<p>Before activating your campaign, we strongly recommend testing it. This allows you to check the content and display of your message as it will appear to your contacts.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Send a test <\/strong>in the campaign header.<\/li>\n\n\n\n<li>In the <strong>Recipient list<\/strong> field, enter the email addresses of test recipients. Separate each address with a line break.<\/li>\n\n\n\n<li>If your template and\/or subject line contain personalization fields, the <strong>Profile personalization <\/strong>section allows you to define which values to use in the test email.<\/li>\n\n\n\n<li>If your newsletter includes offers, you can define the number of offers to include in the test email and the offer selection mode to test how the template displays in different configurations. You can send a test that closely matches real sending conditions by using the <strong>Restrict to campaign filters <\/strong>option, which applies the constraints defined in the Personalized offer section to product selection during testing.<\/li>\n\n\n\n<li>Click <strong>Send<\/strong> to confirm and send the test.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">6. Send the Newsletter<\/h2>\n\n\n\n<p>Once all elements of your newsletter are defined, you just need to schedule and activate it. Three sending modes are available:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Send at a scheduled date and time<\/li>\n\n\n\n<li>Send as soon as possible<\/li>\n\n\n\n<li>Send at each recipient\u2019s optimal time (on a scheduled date)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">6.1. Send at a Scheduled Date and Time<\/h3>\n\n\n\n<p>In the<strong> Timing <\/strong>section, enter the desired <strong>sending date <\/strong>and time and deactivate the <strong>Personalized sending time option<\/strong>.<\/p>\n\n\n\n<p>Make sure to activate your newsletter before the scheduled time so it can be sent on time.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">6.2. Send as Soon as Possible<\/h3>\n\n\n\n<p>To send your newsletter as soon as possible, simply set the <strong>sending date<\/strong> to the current day and the sending time to a past time.<\/p>\n\n\n\n<p>Then activate the newsletter. It will be sent within 15 minutes after activation.<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">6.3. Send at the Optimal Time<\/h3>\n\n\n\n<p>Probance One determines an optimal email sending time for each contact in your database based on their past opens. This time corresponds to the moment when the contact is most receptive and likely to engage with your emails.<\/p>\n\n\n\n<p>The <strong>Personalized sending time <\/strong>option allows you to send your newsletter at each recipient\u2019s optimal time, maximizing its chances of being opened and read.<\/p>\n\n\n\n<p>To schedule your newsletter with this sending mode, activate the <strong>Personalized sending time<\/strong> option, then set a date and a sending time.<\/p>\n\n\n\n<p>In this case, the sending time corresponds to the newsletter\u2019s execution time by Probance One. Recipients for whom the optimal time has not yet been determined (new contacts or those who have not opened your emails), as well as those whose optimal time is earlier than the execution time, will receive the campaign at the specified sending time. Make sure to activate your newsletter before the defined time so it can be executed on time.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-style-note is-layout-flow wp-block-quote-is-layout-flow\">\n<p>When you modify any element of your campaign after activating it, it automatically switches back to Inactive status. Don\u2019t forget to reactivate it after making your changes.<\/p>\n<\/blockquote>\n<div id=\"wpmem_restricted_msg\"><p>This content is restricted to site members.  If you are an existing user, please log in.  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