How do I create and send a newsletter?

1. Go to the Communication menu in your admin area
2. Click on the Newsletters tab
3. Click on "New campaign"

4. Give your campaign an internal name (for internal use only, not visible to recipients)
5. Write your content using the editor tools

What can you do in the editor? ✍️

🔷 Reorder blocks
When you hover over a block, a move icon (⠿) appears on the left. Click and hold, then drag the block to where you want it — the other blocks will automatically adjust.

🅰️ Format text
Select some text to access a toolbar: font, size, colour, alignment, bold, italic, underline, strikethrough and hyperlink.

📋 Structure your content
From the toolbar, you can add bullet lists, numbered lists, quote blocks or separators to space out your layout.

🖼️ Add visuals
Add an image (resizable, alignable, with clickable link, caption and rounded corners) or a custom action button (text, link, colours, alignment).

💻 Edit in HTML
Click the </> button to edit your newsletter's HTML code directly.

🧷 Attachment
You can attach a file to the newsletter (PDF, document, etc.). This isn't done in the editor itself, but in the next step, when you finalise and schedule the send.

Before sending your newsletter, send a test version to check how it looks in a real inbox:

1. Click the "Test" button at the top right of the editor
2. Fill in the fields in the panel that opens:

• Email address: the address to send the test version to
• Email subject: the subject that will appear in the inbox
• Preview text: the short text visible under the subject before opening

When your newsletter is ready, click "Finalise and send" at the top right. 

Sending is done in two steps.

Step 1 — Set up the sending details

• Email subject: the subject shown in recipients' inboxes
• Preview text: the short text visible before opening the email
• Reply-to address: the address employees can reply to
• Send date: the date and time you want (must be in the future)
• Attachment (optional): a file to attach to the newsletter

Step 2 — Select recipients

Click on "Select recipients". The list of beneficiaries on your portal will appear. You can:

• 🔍 Search for a beneficiary by name
• ☑️ Select or deselect all with one click
• Manually choose which recipients to include or exclude

Once you've made your selection, click "Save and schedule (X)" — the number in brackets shows how many recipients you've selected. Your newsletter is ready to go 🚀

You can leave the editor at any time by clicking the "Exit" button at the top left. Your content is saved automatically — the campaign will remain as a Draft and you can pick it up later.