How Do I Send Out a Newsletter?

Newsletters are a great way to keep your contacts informed and engaged. In CareFunnels, you can create and send newsletters to individuals or groups using your Smart Lists.

• To share updates, promotions, or announcements with clients.

• To maintain regular communication with your contacts.

• To target specific audiences using Smart Lists.

1. Go to Marketing in the left-hand menu.

2. Select Templates & Snippets.

3. Find the template called Company Newsletter and clone the template.

4. Give your clone a name that’s easy to recognize (e.g., September Newsletter).

• Open your cloned template.

• Edit the body text with your own content (e.g., introduction, updates, or announcements).

• Replace placeholder text or remove sections you don’t need.

• Add images, links, or additional messages as desired.

• Save your changes.

1. Return to the Marketing page.

2. Under Emails, click to create a new campaign.

3. Choose the template you cloned and customized.

4. Make final edits if needed (changes here won’t affect your saved template).

5. Decide how to send your newsletter:

   • Send Now → delivers immediately.

   • Schedule → set a specific time to send.

   • Batch Schedule → send in smaller batches (e.g., every 15 minutes).

• Sender Email & Name → leave as is (it will use your location details).

• Subject Line → update to match your newsletter topic.

You can:

• Select specific contacts, or

• Choose a Smart List for easier, reusable targeting.

To send to a Smart List:

1. Click the + icon under recipients.

2. Select your desired Smart List.

3. Review the number of contacts included.

💡 If you’re not sure how to create Smart Lists, see: How to Create a Smart List

• Double-check your content, subject line, and recipient list.

• Remember: bulk sends cannot be undone.

• Once you’re confident, click Send (or confirm your scheduled time).

✅ Your newsletter is now on its way!

• Always clone first—never edit the master Company Newsletter template.

• Use Smart Lists to avoid manually selecting contacts each time.

• Test by sending to yourself first before sending to your full list.

• Keep subject lines short and engaging to boost open rates.

Need a visual? Check out this tutorial video for a walkthrough of this process:

https://www.loom.com/share/7749dc770d2949df953fab7115da5cb5?sid=8757caf1-cbfe-4e1a-97ee-f7192161781f