Let's get started building your Vestorly Email Newsletter
Please select the Email Options Icon and Build Email
From here select Create Email to access the email building tool
First we'll select who is going to receive the email
We can send to Tag groups, individual contacts, or All of your Contacts at once
Now we're able to curate the content for our email newsletter by clicking Curate
By selecting Add Email Section, we can customize the language here
On the right side of the page we can select a category that we're interested in
By selecting the Circle Icons we can move the article to and from our email newsletter
Selecting "back" will help us add another category to the email
This time, we'll use Vestorly's A.I. to automatically add content to a portion of our email newsletter from a selected Category
Let's select another category and select the Email Icon to automatically share the top 4 Articles from that category in your Vestorly Email
Now we'll scroll back to the top on the left side of the page and select Finish
The Next step is to add a subject line
To Build the Body of the email we'll select Customize and add a Header Image
Vestorly will automatically add in the First name of each of your Contacts to the body of the email
We can add any verbiage and messaging here and scroll down to add a footer statement
Once we've finished we'll head back up and select SAVE
The final step before scheduling the email is to select Preview Email and send yourself a test email
We can see how the email will look to our recipients, scroll back to the top and select Exit Preview
Scheduling the newsletter can be done at any time over the next 7 days at any hour on the hour.
Selecting View email list will bring us back to the Email homepage to view your scheduled newsletters
