Functions: Communications - Newsletters

The Newsletters page is located under the Functions menu under the Communications tab. Here admins can create and distribute newsletters for multiple scenarios: including company updates to be sent to all users or multiple fund updates to be sent to relevant groups of users in one clear and concise newsletter.

Create and Distribute a Newsletter

Create a General Update Newsletters

Create a Newsletter Containing Fund Updates

Create and Distribute a Newsletter

1. Navigate to the Functions menu and select Communications. The page is organized in tabs based on communication type. Click on the Newsletters tab.
2. Click + Add Newsletter
3. On this page, there is a Header section at the top. Below it, are individual sections for each published fund.
4. There are two types of newsletters you can send out on Sensr Portal:
   1. Create a General Update Newsletter
   2. Create a Newsletter Containing Fund Updates
      1. For newsletters containing fund updates, the process is very similar to creating a general newsletter except you will be providing updates for one or more of your funds in the newsletter.

Create a General Update Newsletter

The newsletter feature is very handy for creating general updates about your company, the market, or any other information you would like to communicate to your users that are not tied to any specific investment. 

1. Navigate to the Functions menu and select Communications. The page is organized in tabs based on communication type. Click on the Newsletters tab.
2. Click + Add Newsletter

3. Remove all the funds from the newsletter page by clicking on the red X button located in the upper corner of each fund.

   

4. Once you've removed all funds, you should only have the Email Subject, the Header, and the Footer remaining.  Notice these sections will be seen by all recipients.

   

5. Populate these fields with the appropriate information.  It is best practice to use the Header text as the greeting and body of the communication while using the Footer text for a sign-off and any legal disclaimers. 

   

6. Before saving your newsletter and reviewing it, decide if you want this newsletter to be delivered to all of your users or certain groups of users.  You can do this in the Send to tagged users only section.  Simply add the tags for the users whom you would like to receive this newsletter and all users who aren't tagged with at least one tag will not receive this newsletter when you decide to send it. For example, if we only wanted to send this email to investors, we would add the [investors] tag only to this field.

   

7. Next, Save the Newsletter, which takes leads to the view newsletter page.

8. We recommend sending the newsletter to yourself for review before sending it to your desired users.  You can do this by clicking on the Send a Test Email button located on the right. 
   1. A Send a test email window will appear. 
   2. In the Send test email to: field enter the email address you would like to receive the test email. 
   3. In the View as: field select a user whom you would like to experience the email as. 

   4. Click the Send Test button. 

      
      

In the example below, selecting John Doe from the drop-down menu allows us to preview the newsletter from John Doe's perspective.

Once you have reviewed the test email and are happy with the newsletter update, you have two options:

• Send it to individual users in the list at the bottom of the view newsletter page
• Send to all users (or those who meet the tag requirements) by clicking on the Send to X Users button next to the test email button.

Create a Newsletter Containing Fund Updates

For a newsletter containing fund updates, the process is very similar to creating a general newsletter above, except that you will be providing updates for one or more of your funds in the newsletter. 

1. Navigate to the Functions menu and select Communications. The page is organized in tabs based on communication type. Click on the Newsletters tab.
2. Click + Add Newsletter
3. Be sure to populate the Header with an intro to provide context into things such as a company or market update.  
4. Next, provide an update for the funds you want to provide an update.  Any funds you don't want to provide an update on, can be removed from the Newsletter by clicking the red X button next to that fund.

5. Create your newsletter by entering the relevant information into the Email Subject, Header text, and Footer text.  For each fund, enter the title for the update and the body text for the update specific to that fund.  In each fund section, you will be presented with a list of which contacts will be able to see the update for this property.

   

6. Click on the X next to the name of any of these contacts to remove them from the recipient list.  Keep in mind, this will remove them from all updates in this newsletter.  If you want to add them back so they can receive a tailored newsletter, find their name in the panel at the bottom of the page called Blocked List under the footer text section, click the red X next to their name again and this will add them back to the list for all properties they have access to.

   

7. In addition to controlling which contacts will receive the update as part of this newsletter, you can choose to publish this update to the fund page.  This will make the update available under the fund updates section for that particular fund when contacts access it on the software.  You can do this by checking the box under the fund update in the Newsletter, leaving it unchecked if you would like it to only be included in the emailed newsletter, or checking it to publish this update to the fund.

   

8. When you have entered information for all the funds about which you would like to provide information, you can Save the Newsletter at the bottom of the page.  This will then take you to the view newsletter page. Here you can review the information you have created for each fund update as well as prepare to send a test email.

9. We recommend sending a Test Email of the newsletter to yourself for review before sending it to your desired contacts.  Click the Send a Test Email button located on the right. In the popup use Send test email to: field enter the email address you would like to receive the test email.  In the View as: field select a user whom you would like to experience the email as.  Click the Send Test button.  In the example below, selecting John Doe from the drop-down menu allows us to preview the newsletter from John Doe's perspective.

10. Once you feel comfortable with the appearance of your newsletter and verified the information you would like to provide.  You can go ahead and send the newsletter to individual users at the bottom of the page or click the button Send to X Users on the right-hand side of the page to send to all users who will be able to access at least one fund update in the newsletter.

    

11. A green banner appears at the top of the Newsletters page notifying you that you have successfully queued sending a newsletter to X of users.