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Creating a Newsletter from a file
Updated over 8 months ago

A Community Newsletter contains noteworthy information, especially about recent events. This article will walk you through creating a Newsletter from a template.

View Newsletters

Navigate to Newsletters.

Click Communicate then click Newsletters.

Creating a Newsletter from a file

To Create a Newsletter from a file (commonly a PDF), click Upload Newsletter. This will open the create Newsletter workflow. There are seven stages that are detailed below.

Community

At the Community stage you will decide which communities receive the Newsletter. Click Select Communities to open a dropdown menu. Select the desired communities from this list by checking the appropriate box(s) and then clicking off the dropdown menu or the up arrow to return to the Community stage.

Click Next to continue to the Upload stage.

Upload

Click Upload a File Here to select the PDF. The file name will be displayed below when the upload is complete.

Click Next to continue to the Message stage.

Message

Enter a Newsletter Title and Description. The Title and Description will be used in the email notification and resident app but will not appear in the newsletter itself.

Click Next to continue to the Audience stage.

Audience

Here you can decide who receives the notice.

Click the Target Audiences box to open the dropdown menu.

Check the boxes corresponding to the desired group\types\club\users. You may choose one or more or each. After checking the desired boxes click off the drop down or click the up arrow to return to the Audience stage.

Once the target audience has been selected, click Next.

Visibility

You can choose to display the notice on the Mobile App or not. This option is enabled by default. If you do not wish to display the Notice on the mobile app click the Display on Mobile App slider icon to disable.

By default, your Newsletter will be displayed until you remove it. If you would like to set a start and end date for your Newsletter, click the Permanently Displayed slider icon. You can set the dates by clicking the small calendar icons or by typing in the date.

Click Next to continue to the Notification stage.

Notifications

The notification will be sent when the newsletter is posted. You can disable the notification by clicking the slider icon.

Notification Types can be chosen if you would like your residents to receive the notice by other means, such as SMS or Push Notification. The email option is mandatory for the primary notification so you will not be able to uncheck it. Simply check the boxes for SMS or Mobile if desired.

You can also set the time that the notice will be sent. Click the time box to open a clock to set a new time.

PLEASE NOTE: There is an additional cost to the community for each

SMS message sent.

You may choose to send an additional notification either before or after the newsletter is released. To send an additional notice, click the slider icon to enable. This will open additional options for the notification.

Click the small calendar icon to set the release date.

Click the time box to set the release time.

Check the boxes for the desired notification types.

Click the Additional Notification message box to add the message.

Click Next to continue to the Submit stage.

Submit

Once you are satisfied with the Newsletter, click Submit Newsletter.

  • Submit Newsletter will send the Newsletter off to the selected users or schedule it to be sent at the specified time and date.

You will be brought back to the main Newsletters page. Your Newsletter will now be listed, and you will see a Newsletter added message at the bottom of the page.

Viewing old Newsletters

Using the Expired tab at the top of the page, you can view Newsletters that are no longer active.

  • Published Current active newsletters.

  • Expired Newsletters that have expired from their scheduled date and are no longer displayed on the resident application.

  • Deleted Newsletters that have been manually deleted by an admin.

What happens to expired Newsletters?

After the Newsletter end date has passed, the Newsletter will be moved to the Expired Tab.

Delete Newsletters

You can manually remove the Newsletter by deleting it - simply click the ellipsis icon and select Delete.

Deleted Newsletters can be viewed on the Deleted Tab.

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