Newsletter functionality is available to any Pro level user.
Newsletters allow you to publish articles based on a specific channel definition to an email recipient list. The recipients do not need to have a subscription to FTS Apollo or RegLens in order to access the articles in the newsletter. The headline links will take the recipient to the actual published location for the article.
Each newsletter can be themed with a logo and colors matching your corporate branding.
The newsletter will automatically cover the period since the last published newsletter, including managing weekend periods.
Setting up a newsletter is a straightforward process.
The first step in creating a newsletter is to set up the channel that will be used to provide the articles available for publishing. There are really three types of channels that can be used.
- High Volume Channel - Any channel that produces a large number of articles every day. This type of channel can be managed by using the trending news sort for selecting articles along with a defined number of articles to publish (up to 25). Typically, a good number is 10, but you can set up any number between 1 and 25.
- Low Volume Channel - In this case, the channel produces a handful of stories every day. In this case, the sort can still be trending, but the parameter you should consider is the flag that says whether or not to publish the email if no stories exist.
- Curated Channel - This type of channel contains a workflow channel stage that only shows articles that are in the specific workflow state. It is used to manage specific articles to be published in the newsletter.
Each newsletter can have a theme established which consists of a logo and color treatments.
- A logo can be placed at the top of the newsletter. the logo file should have a transparent background if possible as that can be combined with a color band to set it off at the top of the Newsletter.
- The logo can be positioned left, center or right.
- A color band can be placed around the logo to help highlight it.
- logo file, preferably with a transparent background.
- color code for the logo background.
- preferred logo position
- Link Colors
- Within the body of the Newsletter, the headline links can be colored to match your logo treatment or the color band at the top of the Newsletter.
- color code to be used for Headline Links
- Newsletter Landing Page Button
- An optional component of the Newsletter is the Newsletter Landing Page which gives your recipient access to the stories published in the Newsletter and allows them to use the full power of FTS Apollo(TM) or RegLens®.
Newsletters can be scheduled for delivery using one of several available scheduling types:
- Set up a schedule to be delivered once a day. The schedule can be configured to generate the Newsletter on one or more specific days of the week at a designated time.
- A weekly schedule allows you to deliver on a specific day of the week. You can designate an interval (1 week, 2 weeks, etc.) between Newsletters along with the time of day to deliver them.
- A monthly schedule set up to deliver the Newsletter on a specific day of the month. A monthly schedule has an interval parameter that allows you to deliver every other month, every third, etc.
- A yearly schedule allows you to publish a Newsletter on a specific day of the year. You can use intervals for a yearly schedule as well.
- An hourly schedule is used to set up a more active notification capability. It will deliver a Newsletter on any schedule based on 15 minute increments. This can be used when time sensitive news updates are required.
One of the optional features is a button that can be added at the bottom of the newsletter that links to a custom newsletter dashboard that will display the specific articles that have been captured during the period the newsletter covers.
The landing page is interactive and can be used for further research and analysis. This can be particularly useful in a high-volume newsletter where only the top X number of stories are included. The landing page will display all stories that have been published with the scheduled timeframe for the newsletter. In addition, you can use the date filter to expand the timeframe to view and analyze any articles currently in the channel regardless of when they were published.
Using workflows, a newsletter can be curated to contain only the articles selected by a Newsletter Curator. In this case the Newsletter Channel used to publish the newsletter is defined using just the workflow utilized in the curation process.
One very helpful component that we can set up for you is a curation dashboard that gives you access to the channels supplying the candidate articles along with the publication workflow and the channel used to publish the newsletter.
The articles to be published still need to have a publish date within the timeframe of the Newsletter. Typically with a curated newsletter, the actual publication is over a longer timeframe such as a week and the curated articles will need to be published within the week subsequent to the last published newsletter.
FinTech Studios® publishes many newsletters that you can subscribe to and receive.