How to create a newsletter on Zeffy?

A step-by-step guide to creating and sending professional newsletters using Zeffy's email editor.

To learn how to send emails to all or a segment of your contacts, consult this article.

Step 1: Access the Newsletter Editor

1. Log into your Zeffy account
2. Navigate to the Contacts section in the left-hand menu
3. Click on Emails 
4. Click New Email in the top right corner

Step 2: Choose Your Starting Point

1. Start with a Template:

    

    
   

   • Click the Template button
   • Select Zeffy templates
   • Choose from options like:
     • Newsletter templates
     • Fundraising appeals
     • Event recaps
     • Invitations
     • Follow-up templates
2. Start from Scratch:
   • Design your own layout and save it as a template so you can use it in the future!

Step 3: Build Your Newsletter Content

1. Add Content Elements:
   
   • Click Content section
   • Add elements by dragging and dropping:
     • Text boxes
     • Headings
     • Images
     • Buttons (for donation forms or event links)
     • Dividers
     • Social media icons
     • Videos
     • HTML content
2. Add Structure:
   • Click Blocks section
   • Choose your layout:
     • Full-width blocks
     • Two-column layouts (50-50 split)
     • Other custom arrangements
3. Add Images:

• Click Images section
  • Either:
    • Search for images using keywords
    • Upload your own images
• Drag selected images into your newsletter

Step 4: Customize Design

1. Select your font style
2. Choose text colors
3. Set background colors
4. Adjust content width
5. Align content
6. Customize other typography settings

Step 5: Personalize Your Content

1. Use variables for personalization:
   • First name
   • Last name
   
2. Add your organization's branding
3. Include relevant links and calls-to-action

Step 6: Mobile Optimization

1. Click the mobile preview option

   

2. Review how your newsletter looks on mobile devices
3. Make adjustments if needed

Step 7: Prepare for Sending

1. Click Next in the top right corner
2. Set up sending details:
   • Write your subject line
   • Set sender name (visible to recipients)
   • Note: Replies will go to your Zeffy account email
3. Add recipients:
   • Select from Zeffy contacts
   • Import from MailChimp or Gmail (You can find instructions for this here: Importing contacts into Zeffy)
4. Add file attachements 
   • Please note that the maximum file size is 20MB. 

Step 8: Test and Send

1. Click "Send Test Email" to preview
2. Review:
   • Layout
   • Links
   • Content
   • Personalization
3. Make any final adjustments
4. Send to your recipient list OR schedule it to send at a later time

Pro Tips

• Save your custom designs as templates for future use
• Keep your layout clean and organized
• Use images thoughtfully
• Test all interactive elements before sending
• Monitor newsletter performance in the Emails section