Newsletters

you can create, customize, and send newsletters to leads and candidates within ashby if someone signs up for a talent pool, applies for a role, or attends a virtual or in person event, you can send out updates and information on future roles prerequisites to configure a domain, you need access to manage the dns records of the domain you're configuring for guidance, see email domain setup docid\ rkqq453zhhg4vmishy9q2 permissions & access newsletters are available on the enterprise plan only foundations legacy plus plus enterprise ❌ ❌ ❌ ✅ users with elevated access and above can access and edit newsletters users can only send newsletters to candidates considered for the jobs they have can email/schedule candidates permissions for overview the video below gives a short overview all steps in this video are covered in more detail in this guide creating a newsletter navigate to sourcing > newsletters https //app ashbyhq com/sourcing/newsletters/all click new give your newsletter a title click the + new button to create a newsletter the newsletter editor then opens newsletter editor page overview the content editor page audience review candidates who have received your newsletter and track metrics like opens and clicks edit the editing page for your newsletter desktop/mobile view click between the views to see what your newsletter looks like on a desktop and on a mobile device review + send once your newsletter contents, your audience, subject line, and sender are determined, you can send out your newsletter from here settings amend your newsletter title, add filters to create your audience, and add your subject and sender for your newsletter email here more create a copy of your newsletter, or archive it content drag and drop blocks to add content to your newsletter rows click and drag row structures for your content settings (newsletter content) set content specific settings like the default font and background color here adding content to your newsletter when building your newsletter, you can drag row structures over from the rows tab to create your structure once you have rows in place, you can drag your content blocks over to start adding in text, videos, images, and more adding rows to your newsletter in the content editor when dragging and dropping a row into your newsletter, drag it to the very bottom of the previous row or between two rows a drag it here message appears before you drop it if you drag and drop a row without seeing the drag it here message, ashby does not add the row adding content blocks in the content editor once you've added a new row, the spaces to drop content blocks in appear click the contents tab to access your content options, then click and drag the blocks as needed the newsletter content editor click the save button to save your newsletter as you make edits content block options title add a heading to your newsletter or titles throughout paragraph add text in a paragraph format list add text in a list format image add an image button add a button the button can send users to a web page, prompt them to send an email, make a call, or send an sms ashby tracks clicks using buttons you add to your newsletter divider divide content with a single line spacer add space between content blocks social add icons that link to social pages you can amend the icons and urls as needed in the content properties tab html add your own code to one of these blocks adding your own code can affect how the code renders video add a vimeo or youtube video link to generate a preview image in your newsletter this image then links to the video in question icons configure and add any company specific icons you'd like to use in newsletters menu configure a menu with options that can link out to a website or prompt the user to complete actions like sending an email, sending an sms, or making a call text a text block with no specific structure previewing a newsletter once you've added content and saved your newsletter, preview it by clicking actions , then preview previewing a newsletter under the actions button on the preview screen, you can view how the newsletter looks to candidates, both on a desktop and a mobile device to exit the preview screen, click the x icon you can switch between viewing the desktop version and the mobile version of the newsletter clicking youtube and instagram social links in a newsletter preview leads to an error these links function correctly when the email is officially sent content settings the settings tab in the editor allows you to make adjustments to how the content is displayed in your newsletter you have the following options content area width determine how wide the area the content is contained in should be content area alignment determine whether you'd like content to be left or center aligned background color determine the background color of the newsletter content area background color determine the background color of the area content is contained in default font select the font that should be used by default in your newsletter link color confirm the color that hyperlinked text shows in you can also add a preheader in the optional properties section the settings section within the content creator settings and adding an audience once you've added your newsletter content and structure, you can set up your audience, or determine the candidates and leads that should receive this newsletter to start setting up your audience, click the settings button above the editor the settings button within the newsletter editor you see the following options the settings section of the newsletter title adjust your newsletter's title audience add filters here to determine the candidates that you would like to send this newsletter to ashby automatically excludes candidates who have already unsubscribed or are marked as do not contact from determine the sender of the email from the drop down subject add in the email subject here include unsubscribe link newsletters are required to include an unsubscribe link, so you cannot uncheck this box if you send your newsletter from an email that doesn't have an inbox that's regularly monitored, you can set a custom reply to address here by unchecking the use this email as the newsletter's reply to address checkbox the reply to address added receives replies to the newsletter instead the unsubscribe link appears in the bottom left corner of your newsletter the unsubscribe link included at the bottom of the email using filters to create your audience to set up your audience, click add field to match and add in filters as needed in this example, the filters search for leads and candidates that have been added to a specific project (for more on projects, see projects docid\ neoukpzgi4kdatdsymhez ) setting the filters for your audience once you have filtered for your audience, click view audience to see the full list of leads and candidates and confirm this is the correct audience for your newsletter the view audience button allows you to see a full list of newsletter recipients sending your newsletter to start the process of sending out your newsletter to your audience, click review and send from here, you can review your settings and view the newsletter contents and your audience one more time reviewing the newsletter contents prior to sending it if you need to make any adjustments to the settings or the content, click cancel to return to the editor to ship out your newsletter, click send newsletter reviewing the details of your newsletter before sending it if you are sending out your newsletter to a large audience, ashby sends the emails over a longer period of time you can track the send status for each candidate on the audience tab for your newsletter once the sending process has started if your organization's bounce rate for newsletter emails becomes too high, ashby may disable your ability to send newsletters to maintain a healthy email sending reputation and ensure continued delivery of your newsletters, keep your bounce rate low by only sending newsletters to candidates that have actively signed up to receive newsletters from your organization to build a list of newsletter subscribers, we recommend using sourcing forms docid 0ueuealx1va ay8s18ldo tracking open rates and click rates you can track the size of your newsletter audience, how many emails have been sent, and your open and click rates for your newsletter on the audience tab of your newsletter you can add filters or search by specific candidate name as needed you can also use the audience tab to track the status of each candidate's email when sending out newsletters the audience section of the newsletter section allows you to track the status of the newsletter activity to track clicks, add a link or button to your newsletter looking to build up an audience? check out our guide on sourcing forms docid 0ueuealx1va ay8s18ldo