> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/communications-overview/build-send-email-newsletter.md). # How to Build & Send an Email Newsletter ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Admin Setup**: If using a custom From address, authorize it first via "Request to Send From". * **Decision**: Know which **Type** you need — **Marketing Newsletter** (sends to a group or individual), **Triggered Response** (automatic on a system event), or **Campaign** (multi-step sequence). ### Instructions #### 1. Open a new newsletter Navigate to [**CONNECT > Manage E-mails**](https://control.peoplevine.com/newsletters?message_type=email) and click the green **COMPOSE E-MAIL NEWSLETTER** button. > **Note (Pro Dash):** Navigate to **CONNECT > Group Messaging > View E-mail Newsletters**, then click **Send E-mail Newsletter**. > **Builder version**: When composing, pick the builder from the version dropdown. **Email Builder v2** is the current block-based builder (new accounts default to it) — see [How to Use Email Builder v2](/products/control-panel-overview/communications-overview/email-builder-v2.md). The original (v1) builder remains available; v1 and v2 emails are built in separate systems and can't be opened in the other. The audience, preview, approval, and sending steps below are the same for both. #### 2. Configure the basics * Set **Delivery Medium** to **E-mail**. * Select the **Type**: **Marketing Newsletter**, **Triggered Response**, or **Campaign**. * Enter the **Campaign Name**, **Newsletter Subject**, and **Preview Text**. * Set the **Status**: start with **Pending Approval** (draft mode); set it to **Approved** when the email is ready to send. To cancel or clean up an email, set it to **Denied** or **Archived**. * Choose the **Newsletter Layout** that will wrap the newsletter (**v1 builder only** — the v2 builder does not use newsletter layouts). * Optionally **Assign to a Category** to group similar newsletters. This is for internal reference only — it groups look-alike emails (e.g. templates) so your team can find them quickly. #### 3. Set the delivery options * Set the **Sending Address** and **Reply-to Address**. #### 4. Set the newsletter details * Optionally add a **CC** so a copy is also sent to the CC address on each recipient's CRM profile. * **Send as priority message** — overrides members' opt-out preferences (see the warning below). * **Remove default opt-out link** — Peoplevine automatically adds an unsubscribe link to the footer. Toggle this on only if you have built your own, more branded unsubscribe link into the email. > **Warning**: Enabling the **Send as priority message** toggle overrides opt-out preferences — members who unsubscribed will still receive the message. Reserve this for urgent or safety-related communications only (e.g., emergency closings, critical account updates). Commercial misuse may violate CAN-SPAM and international spam law. #### 5. Build the content Click **CONTINUE** to open the builder. > These build steps describe the original (v1) builder. **For new emails we recommend Email Builder v2** — the current block-based builder. See [How to Use Email Builder v2](/products/control-panel-overview/communications-overview/email-builder-v2.md). * Double-click snippets (images, text, buttons) to add them. * Hover over any block's outer wrapper to move or delete it. * Use the link picker to search for events, blog posts, or forms by name. * Optionally add dynamic content for membership info or upcoming bookings. Contact the Peoplevine Support team for assistance with dynamic content setup. > **External URLs with special characters**: When pasting a link that contains an ampersand (`&`) or other special characters, URL-encode the character first or use a URL shortener. Peoplevine wraps tracking parameters onto outbound email links — an unencoded ampersand breaks the wrap and the click resolves to the Member Portal instead of the intended destination. Common replacements: `&` → `%26`, space → `%20`, apostrophe (`'`) → `%27`, quotation mark (`"`) → `%22`. > **Image sizing**: For image format, size, and compression, see [How to Optimize Images for Email Campaigns](/products/control-panel-overview/communications-overview/optimize-email-images.md). #### 6. Preview and approve * **Save and exit the builder** to return to the newsletter detail page. * Test the email from the **Newsletter Information** panel: **SEND ME A PREVIEW** sends a copy to your own account email, and **PREVIEW ON WEB** opens it in a browser. You can also use **SEND TO INDIVIDUAL** (in the **Newsletter Recipients** section) to send a copy to a specific person. Check formatting, links, and dynamic content first. * Click **REVIEW & APPROVE FOR SENDING** to approve. > **Test every link in the preview**: Click each URL in the preview email to confirm it resolves to the intended destination (see the special-characters note above). > **Important**: Marketing Newsletters require explicit approval before they can be sent. Triggered Responses and Campaign templates activate immediately. #### 7. Select recipients and schedule > **Note**: You only need to select recipients and set a send time if this newsletter is **not** a Triggered Response and is **not** part of Campaign logic. * In the **NEWSLETTER RECIPIENTS** section, click **+ SELECT RECIPIENTS** to choose a group or segment, or **SEND TO INDIVIDUAL** to send to one person. For a full list of the available recipient groups and who's included in each, see [How to Send a Newsletter](/products/control-panel-overview/communications-overview/send-newsletter.md#recipient-groups). * In the **SCHEDULE** section, send now or set a future delivery time. > **Note**: "Send Now" fires at the next 15-minute interval (:00, :15, :30, or :45 past the hour), not instantly. ### What Happens Next * **Tracking**: View delivery, opens, and clicks from [**CONNECT > View E-mails Sent**](https://control.peoplevine.com/messaging/email/sent). > **Note (Pro Dash):** Navigate to **CONNECT > Individual Messaging > E-mails Sent**. * **Send a newsletter to a recipient group**: See [How to Send a Newsletter](/products/control-panel-overview/communications-overview/send-newsletter.md). * **Message one member directly or re-send to one person**: See [How to Send 1:1 Communication to Members](/products/control-panel-overview/communications-overview/send-1to1-communication.md). * **Send on a schedule**: See [How to Set Up Recurring Messages](/products/control-panel-overview/communications-overview/setup-recurring.md). * **Send automatically on a system event**: See [How to Set Up Triggered Emails](/products/control-panel-overview/communications-overview/setup-triggered-emails.md). * **Build a multi-step sequence**: See [How to Create a Campaign](/products/control-panel-overview/communications-overview/create-campaign.md). *** *Last updated: 2026-07-03* --- # Agent Instructions This documentation is published with GitBook. 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