Scheduling Content to Newsletters

This page will provide a brief overview of how to populate your newsletters.

Although individual newsletters may have their own unique nuances that make scheduling a little different, all newsletters will still follow the same general guidelines.

Important to note: Newsletters do not adhere to the content status - this means that if a piece of content has expired or is in draft, it will still appear on the scheduled newsletter. To remove the content, you must remove the newsletter schedule.

In Base, navigate to the piece of content you wish to schedule. On the left-hand side of the page you'll see a scheduling option for Website, Magazine, and Newsletter. Select the "Newsletter" tab:

From here, you'll choose the newsletter you wish to schedule to, the section/row you want it to appear in, scheduled date and time, and the sequence.

Content on newsletters will be sorted from oldest to newest by default (within the scheduled section).

Sequencing

There's also the option to set a Sequence. It's important to note that sequencing begins at 0, not 1, so if you want a piece of content to appear in the first slot of a section on a newsletter, you would set it to 0, and you would change the sequence of other content scheduled to that section to 1, 2, 3, etc. This is because all content will default to 0 as the sequence, so if you'd like to order content this way instead of by date, it should be consistent with other pieces of content scheduled to that section.

Once the Newsletter, Section, and Deployment Date have been selected (Sequencing not required), you'll have the ability to Add the schedule:

Once you add the schedule, you'll see it appear in the list directly below where you clicked "Add".

If you'd like to modify an existing schedule, click the edit button highlighted here:

Which will bring you to a page that looks like this:

From here, you can modify the newsletter, section, date, and sequence. It's important to note that if you update the newsletter, you'll be forced to update the section before you can save. (This is because not all newsletters have the same sections).

You also have the unique ability to Clone a section, in cases where you have very similar schedules to add but don't want to enter all the information over again.

If you try to create a duplicate newsletter schedule, you'll get this error message until you modify the schedule you're trying to create:

Alternate Scheduling Option

By default, newsletter schedules will only appear on the newsletter that corresponds to that exact same deployment date. That is, when you view a newsletter (see Previewing Newsletters section to find out how), it shows the content that's scheduled only to that specific day. For example, if a piece of content is scheduled to 1/28, it will only show up on the 1/28 newsletter. If you were to look at tomorrow's newsletter for 1/30, the content won't be there unless explicitly scheduled to 1/30.

Let's say that you have a piece of content that will run on the same newsletter in the same slot for days, weeks, or months at a time (usually in the case of promotional content, contact-us sections, or e-requests). You could create however many schedules you need to get it to show up for long periods of time, one for 1/28, then a duplicate but for 1/29, another for 1/30, etc. Or, we can have the section of the newsletter set to pull the same content indefinitely, until the schedule is removed, or the content is replaced. This way, a piece of content could have just one schedule for 1/28, but will appear on every newsletter dated 1/28 or later until the content's schedule is removed.

If this alternate scheduling option is used the content will be sorted by newest to oldest, instead of the standard - oldest to newest.