This guide explains how to use Infomaniak's Newsletter tool to create, write, and send targeted campaigns to subscribers registered in the tool's contact lists.

Create and send a newsletter

Newsletters are managed from the left-hand menu, under the Campaigns section. This section allows you to view previous sends and create new campaigns:

1. Click here to access the Newsletter management section in your Infomaniak Manager.
   • If nothing is displayed, you may not be in the Organization to which your Newsletter is linked (❓: help).
2. Click on the domain name associated with your mailings:
   
3. Click on Campaigns in the left-hand menu.
4. Click on Create a campaign:
   

1. Configure the sending settings

To start writing your newsletter, enter the requested information:

1. Enter a subject for the email; this will be visible to the recipient and in the list of your sent emails.
2. Add an emoticon if necessary (❓: help).
3. Add custom variables/fields if necessary (❓: help).
4. Proceed in the same way for the preview message; you can view the result with the subject in the right-hand part of the window.
   • For this excerpt to be visible in the Infomaniak Web Mail application when the recipient receives your newsletter, they must have enabled this setting (❓: help):
     
   • In Gmail, the following setting must be enabled:
     
   • Here is the result once this option is enabled:
     
   • These two fields are optional: if no preview message is entered, the first lines of the email content will be displayed by default.
5. Enter the sender's name, which will be visible to the recipient.
6. Enter the sender's email address; this address must exist and be valid among the addresses configured for the domain associated with your Newsletter.
7. Choose the language used for ancillary communications, including the unsubscribe message.
8. Enable or disable statistical tracking (❓: help).
9. Enable or disable UTM parameters (❓: help).
10. Click on Continue to proceed to the next step; your newsletter is then saved as a draft:
    

2. Choose a newsletter template

1. If you have already saved custom templates (with blocks and layouts configured according to your preferences), you can find them in the My templates tab to reuse them.
2. Otherwise, click on the Templates tab.
3. Hover over a predefined template to start editing it or to display a preview.
4. Click on the blank template to start a new creation using the block editor:
   

3. Write and format the content

1. Your changes are saved automatically; you can undo them at any time, preview how your newsletter will look on a computer or mobile device, or send a test email (❓: help).
2. The Sections tab groups together various predefined elements, including blocks for the header and footer.
3. Click on the chevron ‍ to expand the content and select an element:
   
4. Click on the Blocks tab to access simpler elements that you can use to create the layout of your newsletter.
5. Drag and drop the desired elements into the right-hand sidebar, at the desired location:
   
6. Click on an element to adjust its settings:
   1. You can format the text using the toolbar that appears above it; you can also insert variables there (❓: help).
   2. The general settings for the element are accessible in the left sidebar; you can, for example, change the background color or select a file for image blocks (maximum 5 MB).
   3. You can move, duplicate, or delete the block itself:
      
7. Click on Styles to configure the visual characteristics of the different elements.
8. Select the elements you want to customize.
9. For example, you can add a border to the buttons.
10. This change will affect all new button insertions, as well as existing buttons that have not been individually customized:
    
11. You can restore the default style of a previously customized element at any time in order to apply the characteristics defined in the styles:
    
12. During registration, if the mandatory information regarding unsubscription is missing, it will be automatically added to your content:
    
13. You can save your template to reuse it when creating other newsletters; it will then be available in the corresponding tab (see step 2 above). To do this, click on the downward-pointing chevron ‍ located to the right of the save button:
    
14. Once you have finished writing your newsletter, click the save button in the top right corner.

4. Choose the recipients

To select your subscribers in simple mode:

1. Check the corresponding box to select all subscribers.
2. The total number of subscribers corresponding to this item is displayed on the right; the same applies to the items listed below.
3. You can exclude certain subscribers from the total number of recipients based on the criteria defined in advance in the segmentation; you can also select only the subscribers that match this segmentation.
4. You can also exclude subscribers belonging to specific groups from the total number of recipients (❓: help); you can also select only one group.
5. The total number of recipients to whom the newsletter will be sent is automatically updated based on your choices:
   

To select recipients based on specific criteria / segmentation (❓: help):

1. Click on the Advanced tab:
   

This tab allows you to add selection criteria. Please note: when multiple criteria are defined, the conditions can be linked by "AND" or "OR". Depending on their combination, a significant number of subscribers may be included or excluded from the selection.

As in the previous tab, the total number of recipients is automatically updated at the bottom of the page, based on your choices.

5. Preview and test the sending

This penultimate step summarizes the main features of your sending. It allows you to check them and modify any information that needs to be corrected before proceeding.

Once everything is ready, click the blue button in the bottom right corner to proceed to the final step.

6. Schedule or start sending

This final step allows you to choose the time at which your newsletter will be sent:

• You can schedule the sending for a specific time or trigger it immediately:
  
• Sending may take several hours, depending on the total volume of newsletters being sent, the number of recipients, and the hourly quota allowed for your account; you will be informed of its progress.

7. Cancel an ongoing send

You can cancel a sending, whether it is scheduled to start soon or has already started:

1. Click on Campaigns in the left-hand menu.
2. Click on the Sent tab if the sending has already started, or on Scheduled if it has not yet started.
3. Click on the ⋮ action menu to the right of the campaign in question.
4. Select the option to cancel sending, then confirm your choice: