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Activation

Smart Newsletter

Metrics for the period, the module's six tabs, and the path to the first campaign, from sending profile to history. The DNS prerequisite for sending.

Updated on

Smart Newsletter is the dashboard's email module. It gathers contact lists, the capture form for the site, automated campaigns, templates, send history, and sending profiles. The screen subtitle is "Gestão centralizada de campanhas de e-mail, bases e automação." (centralized management of email campaigns, lists, and automation).

The sidebar and the page title both read Smart Newsletter. In Access levels, the permission for the module is called Newsletter.

Metrics

The four cards at the top, filtered by the Data (date) selector, with the Últimos 7 dias (last 7 days) default, are Total de inscritos (total subscribers), Taxa de abertura (open rate), CTR médio (average CTR), and Envios (sends).

Tabs

TabPurposeArticle
Gestão de listas & ingestão (list and ingestion management)Create lists, generate the capture script, and import contactsLists and ingestion
Contatos (contacts)Look up the contact base by personContacts
Campanhas automáticas (automated campaigns)Set up the rule that builds and sends the issueNewsletter campaigns
TemplatesEdit the HTML of the issueTemplates
Histórico de envios (send history)Check recipients, sent, opens, and CTRNewsletter history
Configurações (settings)Manage sending profiles and DNS statusSending profiles and DNS

The path to the first campaign

  1. In Configurações, create a sending profile with + Novo perfil (new profile) and wait for the DNS column to change from Pendente (pending) to Verificado (verified). Verification depends on records published by whoever administers the sender domain.
  2. In Gestão de listas & ingestão, create a list with + Criar lista (create list).
  3. Populate the list with the capture script, with Importar contatos (import contacts), or with + Novo contato (new contact) in the Contatos tab.
  4. In Templates, write the HTML of the issue and check the result with Atualizar prévia (refresh preview).
  5. In Campanhas automáticas, set up times, criterion, filters, list, template, sending profile, and execution.
  6. If the campaign requires human approval, approve it in Approvals. Check the send in Histórico de envios.

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