How To Create A Newsletter Template

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000004623

This article explains how to create a newsletter template from the Emails >> Send Newsletter section of the admin area.


Newsletter templates can also be created from Emails >> Email Templates, but this article focuses on creating one directly from the newsletter builder.


Where to Start

  1. Go to Emails >> Send Newsletter.
  2. Click the New Email Newsletter button.



The first step is to give the newsletter a name and choose how the newsletter should be created.



There are three available options:

  1. Start Blank
  2. AI Generate
  3. Select Template

Option 1: Start Blank

Selecting Start Blank opens the standard newsletter editor.


This option is best when the newsletter will be created manually from scratch.

  1. Enter a name for the newsletter.
  2. Select Start Blank.
  3. Click Continue.



The admin will be taken to the newsletter editor, where the newsletter content can be added, edited, saved, and sent.


Option 2: AI Generate

Selecting AI Generate opens the Quick Create Wizard, which helps generate a newsletter using AI. This option is useful when the admin wants help creating the first draft of the newsletter content.


For complete step-by-step instructions, please see the following article:


The Quick Create Wizard allows the admin to:

  • Add a custom prompt for the newsletter
  • Select options for format, tone, audience, length, images, and color mood
  • Use suggested prompts as a starting point
  • Review and edit the generated newsletter before saving
  • Continue to the standard newsletter editor to make final changes or send the newsletter



Option 3: Select Template

Selecting Select Template allows the admin to create a newsletter from an existing saved newsletter template. This option is best when the site already has newsletter templates saved and one of those templates should be reused.

  1. Enter a name for the newsletter.
  2. Select Select Template.
  3. Choose one of the available saved newsletter templates.
  4. Click Continue.



The selected template will open in the standard newsletter editor, where the content can be edited and sent.