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Creating Newsletters with Bundles
Creating Newsletters with Bundles

How to build a newsletter using bundles

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Written by Copilot
Updated over 7 years ago

You will only have to create a new newsletter bundle once per template. Using the duplicate button located on the search card, you can use a previously created newsletter as a shell and only have to change the editorial items and text (such as newsletter id, preheader text, content in sections, etc) that varies with each email. **If you are duplicating a previous newsletter, you can skip right to Add Your Content.**

1. In the Create dropdown, choose Bundle.

2. Select Newsletter and add the correct template hed.

**This should be the the name of the newsletter (maybe just the name of your brand, or the specific channel that the content is coming from; this is up to your team), followed by the letters NL and the month/date/year, formatted like this, for example: Glamour NL 022217. There is logic set to automatically pull from the month/date/year entered to apply the correct tracking, so this format is necessary.

3. Add the promo hed.
This is required for ADA compliance. Text here should describe the tout image, which is the banner on the newsletter. (For Glamour's beauty newsletter, they have "Lipstick Newsletter" as the promo hed. Simple as that!)

4. Add the tout.
This should be the banner image.

5. Add the channel.
This will vary by brand and it won’t show anywhere on the newsletter (i.e. Glamour uses "Beauty" channel for their Lipstick newsletter, "Index" for their Glamour newsletter). It just needs to be plugged in as it is a required field for publish.

Add your content.

6. In the dek, add the preheader text (and link, if applicable).

7. In the body, add any intro text to the body if your template has this styled.

8. Navigate to the first section and remove existing items (if duplicated from previous newsletter).
**The sections correspond to your template and were predetermined by you product team. Your design might incorporate a mix of hero sections and lists. If you decide to leave a container blank, this will not cause any errors. Empty containers will collapse within in the design.

9. Click Add Content to open the asset finder and find the stories you want to promote.

10. Add your own contextual hed and dek (if that is in your design) or leave blank for the story's promo hed and dek to be pulled in.

11. On list sections, add a hed to define the section and choose a grid or stacked layout for items (if this flexibility is built in to your design).
**There is an ADA requirement to define different sections of a newsletter. This can be input in the hed of the list. For example, on Glamour's list section for top stories, the hed is "Top Stories" and that shows up on the design and as alt text.

12. After adding all items and saving, click preview to see how the newsletter will look.
**On the preview page you will also see the ADA validator. This will offer suggestions and flag specific pieces of the newsletter that might not meet ADA requirements. It will never prevent you from publishing, but we encourage you to make any adjustments to meet all requirements and keep the newsletter ADA compliant.

Publish

13. Click Publish to open the publish modal.

  • Populate the slug with the newsletter id (from the hed of the bundle).

  • Uncheck "include in search."

  • Click publish.

14. Go to preview page to pull the source code.

  • Click Full HTML, to see the source code.

  • Copy and paste this code where instructed (varies by email service provider).

 

*Note: If you need to make updates to the newsletter, you must do so in the bundle and click publish again. Then, go back to preview to pull the updated HTML code.

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