Send a Custom Email without Libraries or Articles Added

Category: Email

A Vestorly Roundup includes an introductory message and selected articles from your Content Libraries. This article goes over how to send Custom Emails, which include only a message and not articles.

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  1. On the Send page, choose the Custom Email tab.
  2. You’re now viewing a preview of the email. Click Edit Email to customize.
  3. See the below image to reference the following numbered instructions. Begin by updating your subject at the top. We recommend personalizing the subject to prompt readers to open your email, not the default line.
  4. Upload your header image, typically your logo. Suggested image size is 598px by 118px
  5. Edit the greeting line. Use the salutation shortcuts available. For example, if your contacts are Dan and Mary, write “Dear *|TO:FIRST_NAME|*,” so that Dan will receive an email beginning “Dear Dan,” and Mary will see “Dear Mary,”.
  6. Edit the body text. This is your opportunity to share a personal message with readers. Use the formatting tools above the section to format appropriately.
  7. Edit the font of all text in the email (not just the body) on the right.
  8. It is not possible to remove the unsubscribe section. You may, however, update your Privacy Policy, Terms of Use, and Disclosures on the account page.
  9. Optionally, edit the footer. This is where you might add your address, further contact information, or company policy, for example.
  10. At any time, click the blue Save Changes and Preview button to see the reader view. email how to
  11. To insert an image, place the cursor wherever you want the image to appear, then drag and drop a .jpg or .png file directly into the editor.Screen Shot 2016-02-24 at 11.35.58 AM
  12. Click to Save Email and Preview when you’re ready to send.
  13. On the top left, choose your audience for the email by selecting the correct libraries. Screen Shot 2016-02-24 at 4.44.45 PM
  14. On the top right, click Schedule Email to choose when your email should be sent.Screen Shot 2016-02-24 at 4.45.57 PMScreen Shot 2016-02-24 at 4.46.03 PM
  15. Click Save, and your email is set to go out.
  16. You can create and schedule multiple Custom Emails in advance by using the tools by the dropdown menu in the top right. Click the plus button to begin a new email. Customize and schedule it to queue multiple emails. Screen Shot 2016-02-24 at 4.47.23 PM