Creating & Sending a eNewsletter

Create beautiful newsletters and send them instantly or schedule them to be sent.

Last updated on 28 Jun, 2026

This section shows how to send a newsletter by email.

Firstly go to Merges from the side menu. This will open the ‘Merges ’ page, which has a list of all your previous merge jobs.

Select ‘Add New Merge’.
Select Channel to Email.
Select the template to be sent. Lookup Templates which will show how email documents available. If a new template is required go to Templates from the side and create one.
Press Select Customers.
Query Generator will appear to select contacts which will be used for the mailing list. Conditions can be used here to filter the mailing list. Once the query selection is finished select Accept List.
Merge Now - This will merge and create individual documents for each recipient.

Tip: at this point documents can be edited and personalized. Attachments can also be added here.
Select Send Now or Schedule Send

Email Templates - Using the Email Editor

Create rich emailed newsletters and general emails.

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Sending & Receiving SMS Messages

This section shows how to send a newsletter by email.

Firstly go to Merges from the side menu. This will open the ‘Merges ’ page, which has a list of all your previous merge jobs.

Select ‘Add New Merge’.
Select Channel to Email.
Select the template to be sent. Lookup Templates which will show how email documents available. If a new template is required go to Templates from the side and create one.
Press Select Customers.
Query Generator will appear to select contacts which will be used for the mailing list. Conditions can be used here to filter the mailing list. Once the query selection is finished select Accept List.
Merge Now - This will merge and create individual documents for each recipient.

Tip: at this point documents can be edited and personalized. Attachments can also be added here.
Select Send Now or Schedule Send