Newsletters

you can now create, customise 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 newsletters can be configured on the enterprise plan only foundations legacy plus plus enterprise ❌ ❌ ❌ ✅ configure a newsletter domain to configure a domain, you will need access to manage the dns records of the domain you’re configuring you can find our guide on adding your domain at email domain setup docid\ rkqq453zhhg4vmishy9q2 overview creating a newsletter to create a newsletter, head to sourcing , then newsletters https //app ashbyhq com/sourcing/newsletters/all , then click new you’ll be asked to give your newsletter a title before proceeding you will then be taken to the newsletter editor from here newsletter editor page overview audience here you can 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 here you have the options to create a copy of your newsletter, or archive it content here you can drag and drop blocks to add content to your newsletter rows you can click and drag row structures for your content settings (newsletter content) content specific settings like the default font and background color can be set 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 when dragging and dropping a row into your newsletter, be sure to drag it to the very bottom of the previous row or between two rows (you will see a drag it here message before dropping it) if you drag and drop a row without seeing the drag it here message, the row will not be added once you’ve added a new row, the spaces to drop content blocks in should appear click on the contents tab to access your content options and click and drag the blocks as needed be sure to hit 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 clicks are tracked 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 the icons and urls can be amended as needed in the content properties tab html add your own code to one of these blocks please be aware that adding your own code can have an impact on how the code is rendered video add a vimeo or youtube video link to generate a preview image in your newsletter this image will then link 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 website or prompt the user to complete actions like sending an email, 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, you can preview it by heading to actions , then preview on the following preview screen, you’ll be able to view how the newsletter will look to candidates, both on a desktop and a mobile device to exit the preview screen, click the x icon note clicking on youtube and instagram social links in a newsletter preview leads to an error these links will 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 should show in you also have the option to add a preheader in the optional properties section 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 you’ll see the following options title adjust your newsletter’s title audience add filters here to determine the candidates that you would like to send this newsletter to please note that candidates who have already unsubscribed or are marked as ‘do not contact’ will automatically be excluded from determine the sender of the email from the drop down 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 will receive replies to the newsletter instead subject add in the email subject here include unsubscribe link newsletters are required to include an unsubscribe link, so you will not have the option to uncheck this box the unsubscribe link will be listed in the bottom left corner of your newsletter using filters to create your audience to set up your audience, click add field to match and add in filters as needed in our example, i’m searching for leads and candidates that have been added to a specific project (more on projects at projects docid\ neoukpzgi4kdatdsymhez ) once your audience has been filtered for, you can click view audience to see the full list of leads and candidates to confirm this is the correct audience for your newsletter sending your newsletter to start the process of sending out your newsletter to your audience, click review and send from here, you’ll be able to review your settings and view the newsletter contents and your audience one more time if you need to make any adjustments to the settings or the content, click cancel to be taken back to the editor to ship out your newsletter, click send newsletter if you are sending out your newsletter to a large audience, these will be sent out 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, it's crucial to 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 to track clicks, be sure to add a link or button to your newsletter looking to build up an audience? check out our guide on sourcing forms docid 0ueuealx1va ay8s18ldo