Before you begin
- A CXF account that can create automations (a super admin or Master)
- A set of Contacts to send to
- Email configured in Communication settings
What you’ll build
Two things: the newsletter itself — laid out from a Content Template, targeted to a Segment, and sent automatically — and the Journey Manager App your marketing team uses to run it (draft issues, pick the audience, and watch results) without touching the admin. This guide stays high level — follow the links for the full detail of each object.Steps
Model the audience
Build a Segment over your
Contacts so the recipient list stays current on its
own. Capture subscription preferences as Attributes (or a
Profile) so you can segment on them.
Grow the list (optional)
Capture new subscribers with an
Engagement Funnel sign-up flow that creates
or updates Contacts.
Design the newsletter
Lay out the email with a Content Template, pulling
images from the DAM, and author each issue as a
Content Instance — one
version per language.
Automate the send
Create an Event Template in
Events & Automation whose flow runs the
Send email to contacts action
against your Segment. For a recurring newsletter, trigger it on a
schedule.
Build the management dashboard
Assemble a Journey Manager App for the
marketing team: a Section over your
newsletter issues with a data table and cards, a
front page of KPIs, a
Single Record page to edit an issue, and a
New Record form to draft the next one — so the team runs campaigns end to end from
one place.
Verify & optimize
Send a test, confirm delivery in the automation’s
run history, and track
consumption in Usage.
Troubleshooting
Emails aren't going out
Emails aren't going out
Confirm an email transport provider is set in
Communication settings, and that the
Send email to contacts action
targets the right Segment.