Skip to content
English
Publisher Portal
  • There are no suggestions because the search field is empty.

Setting Up and Using Post to Newsletter

Learn how to use the Post to Newsletter feature to automatically turn your site's posts into email campaigns with this step-by-step guide.

 

The Post to Newsletter feature allows you to automatically turn your site's posts into email campaigns for your subscribers. Follow this step-by-step guide to set up your template, configure your integrations, and send your first newsletter.

Step 1: Create Your Newsletter Template

Before you can send a post as a newsletter, you need to create a base template with a specific merge tag so the system knows where to insert your content.

  1. Navigate to Email > Campaigns > Regular Campaigns > My Templates.
  2. Click the plus sign (+) in the upper right-hand corner to create a new template.
  3. Build your template structure. It must include:
    • A Header and a Footer.
    • A Row containing a Paragraph block.
  4. Click into the Paragraph block and add the following mandatory merge tag exactly as shown: [INCLUDE=INDIE_EMAIL_CONTENT_URL]
  5. Important: Before clicking Save and Close, look at your browser's URL bar. Locate the 6-digit template ID number positioned between the words template and edit. Copy this number.
  6. Click Save and Close.

Step 2: Enable the Integration

Next, you need to link your newly created template to your global site settings.

  1. Go to Site Options > Integrations > Indie Email.
  2. Toggle on the Post to Newsletter feature.
  3. Paste your 6-digit template ID into the designated field below the toggle.
  4. Click Save Changes.

⚠️ Note on Errors: If you see an error under Global Settings Sender, you must assign a Primary Sender profile before you can proceed with sending newsletters.

Step 3: Create and Configure Your Post

Once your settings are saved, you are ready to draft your post.

  1. Navigate to Post > Add Post and add your content.
  2. In the upper right-hand corner, click the Envelope icon (labelled Indie Email).
  3. Toggle on Enable Newsletter.
    • Note: The email's subject line will automatically pull from your post's title.
  4. Configure your email settings:
    • Featured Image: Toggle on or off depending on your preference.
    • Content Type: Select Full Post (sends the entire article) or Excerpt (sends a snippet).
    • Audience: Select your main mailing list from the dropdown menu.

      ⚠️ Note on audience: If you wish to send the newsletter to a specific segment, create the email as a draft and send it directly through Indie Email. Check out Indie Email - Creating Campaigns to learn more.

Step 4: Preview, Schedule, or Send

With your post configured, use the Campaign Actions menu to manage your delivery:

  • Preview: Check how your email looks before it goes live.
  • Send/Schedule: Send the newsletter immediately or schedule it for a later date.
  • Update: If you need to make edits after configuring, select Update.
  • Unschedule: Cancel a pending scheduled email by clicking Unschedule.
  • Delete: Remove the email campaign entirely by selecting Delete.

    ⚠️ Note on Publishing: Publish your post first. Then send your newsletter. Sending a newsletter does not publish your post. Publishing your post does not send your newsletter. Each action must be completed separately.