Automated Newsletter

How do I send the monthly newsletter to a new client?

This video tutorial shows you how to add a new client

  • Once the client has added you can select the newsletter you want to send from the Communication tab.

  • Scroll down to the line labeled Recipients to choose one or more clients you like to send the newsletter to.

  • Click on the Scheduling icon to schedule the newsletter to go out.

Here is another video that discusses that.