Skip to content

How to Publish a Newsletter

Prior to production, the following will be completed:

  1. Draft text is created by the Content Team in Google Drive and linked to the ticket for this edition
  2. Stefan reviews and approves the content
  3. Sarah creates the hero image and provides the final version

You may want to subscribe to the Better Ecommerce Newsletter so you get to see the final email when it is sent.

Production steps

  1. In Marketo > Marketing Activities > Campaigns
    1. Clone "yyyy-mm" to "Same Program," re-name for year and month of edition
      1. Better Ecommerce Newsletter is in > Content Marketing > Better Ecommerce Newsletter
      2. Customer Newsletter is in > Customer Marketing > Customer Newsletter
  2. Edit Email
    • View Google Doc, copy
    • Paste into text-only editor, format to clean up, remove extra lines, ensure links are preceded by "Learn more" etc.
    • Gather images
      • IMPORTANT: Include the key word "email" in the file name to prevent image optimization, which can have unintended effects
      • Get validated hero image, download to local, upload to WP Media Library OR
      • Extract newsletter art from the provided PSD and export to local
    • For BE NL, Open listed blog posts
      • Download images, edit to 275 x 156, upload to WP Media Library, copy full image URLs
    • In Marketo, edit "Email"
    • Work through template, replacing item images, text and URLs; copying from the text-only version leads to fewer formatting problems on paste
  3. Verify subject; see previous edition for style
  4. Edit Email > Email Settings > Update Preaheader text with first sentence or two from main body of email
  5. It's an optional good idea to Send Sample to yourself at this point, so you can test all the links and gather the shortened URLs for the next step
  6. Edit Email > Text - Use the text-only version copied from Google Doc and format like the one copied from Marketo in a previous step.
  7. Test the email to yourself and any other interested stakeholders
    1. IMPORTANT: Make sure Kevin is looped in on tests; Kevin, make sure Sarah is looped in on final test
  8. Add Marketo URL for the produced email to the ticket, in a comment if there is no Marketo field
  9. When all approved, click the main folder for the edition in Marketo, set the Schedule and Approve
  10. Review the email when it arrives on normal schedule