In this article, you can details for:

  • Add basic details
  • Add and manage newsletter content
  • Submit actions and notifications settings
  • Submit the newsletter for status
  • Status options for newsletters

You can add newsletters to share specific types of information with app users, for example some news or industry updates.

Click on News in the sidebar.

 

The list of newsletters appears if someone have added to this account. 

Click on Add.

The newsletter form appears where you can add the details. The form has three sections—Details, Content, and Submit Actions.

 

Add the following details for the new newsletter.

 

Details

Date: Click on the date icon to see the calendar. Select a date and this date serves as the publishing date of this newsletter.

Label: Select a label for this new newsletter. Labels help you group and organize newsletters for different use cases such as their purpose, or audience. (Please see Newsletter labels for details.)

Group Code: Select the group code for this newsletter. Note that when you select a group code, the newsletter is automatically saved for your future reference. While working on the newsletter details, the system alerts you to select a group code to save it automatically.

 

Content

In the content section, add the newsletter title, its description, and attach any images or documents, if required.

 

Title: Write the title of the newsletter.

Issue Number: Write the issue number.

Issue Highlights: Write some highlights that serve as the metadata or introduction about the newsletter.

Image: Select an image as part of this new newsletter and will appear in the Activity feed, as the content thumbnail and header image in detail view. Browse the image and upload it. (Please see the Insert Images section in Common tasks for more details on adding images.)

Documents: Select a document to attach with this newsletter.

 

Note: The documents are available depending on the group code that you select for this newsletter, in the Details section. If you have not selected any group code, the document dropdown list is not available to you.

You can upload a new document from your own computer, or from the 2Way server. Click on Add Document to see the document upload options. (Please see the Attach documents section in Common tasks for more details on adding documents.)

Description: Write the content of the newsletter. Use the text editor to format the text such as to add paragraph styles, lists, to insert tables or images in the text, or symbols, and so on. (Please see the Using text editor section in Common tasks for more details on using the text editor to format content.)

 

Submit actions and notification settings

Set the newsletter publishing notification settings, as required.

Send Notification

In Send Notification, the No option is selected by default. 

Select Yes to notify the users when this newsletter is active and is available to them. When you select Yes, the settings appear as below.

 

Send later: Select Send later box to send this notification at a later date and time. Set the later date and time for this notification, in the Date and Time fields, respectively.

Notification Type: Select an option for:

  • Normal with sound: Select this option for a normal notification with sound.
  • Normal without sound: Select this option for a normal notification without a sound.
  • Badge count only: Select this option to show only the notification count in the app notification icon. There are no screen notifications in this case. Please note that this option is available on iOS only.

In Message, write the message that the app users see with the newsletter notification. As you start writing the message, the word count limit shows there.

 

Hide from activity feed

You have an option of whether to show the newsletter in the users' activity feed.

  • Select Yes to hide it in their activity feed.
  • Select No to show it in their activity feed.

 

Save the newsletter

Click on Save button to save the newsletter.

Click on Reset button to discard the newsletter details.

 

Submit the newsletter

As you save this new newsletter, you need to submit it for approval.

There are two ways to submit this newsletter.

 

Option 1: In the newsletters list

In the list, the newsletter's status is Update pending.

 

In the Action column, click on the three dots to see the actions. 

Click on Submit. The status changes to Active.

 

Option 2: In the newsletter's details

Click anywhere in the newsletter name row in the list and its details open in a floating panel in the right side.

 

In Action dropdown, click Submit to submit it. 

The status changes to Active.

 

The newsletter status

The newsletter status can be:

  • Draft: If the newsletter is auto-saved and is incomplete for the mandatory details. You cannot submit it before completing the required information.
  • Active: If the newsletter is active.
  • Inactive: If the newsletter is inactive.
  • Update pending: When you save a new newsletter with all required information, and it is ready for submission.