Operator guideEN

Email Newsletters / Program

Full create and edit workflow for one newsletter campaign program, including recipients, templates, notifications, coupons, and delivery settings.

How to use this guide

Start with the main guide

Follow the explanation and examples first. Extra definitions and formulas are available below when you need them.

What this page does

This screen is the full editor for one newsletter program. Operators use it to define who should receive a campaign, which template is used, whether email or notification delivery is enabled, and when the campaign should run.

The same screen is used for both create and edit mode. Opening a new program starts with default weekly settings; opening an existing program loads the saved campaign values and then lets the operator adjust the same sections.

Main sections

  • core program identity and schedule
  • recipient targeting and distribution-list selection
  • template or custom body selection
  • optional notification attachment or notification creation
  • optional coupon payload
  • advanced email settings and throughput controls
  • helper flows for recipient calculation, test emails, preview, and notification translation

What operators should watch closely

  • ONE_TIME and WEEKLY programs expose different schedule fields
  • Send Email and Send Notification can be enabled separately
  • notification linking can either reuse an existing notification or create a new one from the editor
  • coupon delivery can exist without an email or notification send
  • Use Custom Body? clears template selection when enabled and clears custom subject/body when disabled
  • weekly programs can trigger a confirmation dialog when the selected UTC time for the current UTC day is already in the past
  • Send Without Campaign? in the test-email section is currently a visible helper switch only; the current test-email send ignores it
  • notification priority currently saves only the Regular or Important slider values even though higher labels are visible on the scale
  • the service supports immediate send in other contexts, but this editor does not expose a Send Now action

Known caveats

  • The editor uses separate save, recipient-count, notification, asset, template, and test-email flows; a problem in one helper does not necessarily mean the whole editor is broken.
  • Existing notifications are selected from linked email-template rows, but the same surface also exposes inline notification creation and preview fields when no existing notification is selected.
  • Notification avatar selection uses URL vs existing Asset choice; there is no direct upload control on this page.
  • Calculate Recipients can return 0 even when the campaign exists, because it counts only contacts that still match the sendable state.
  • Weekly programs can stop on a confirmation dialog when the chosen UTC day is today and the chosen UTC time is already in the past. Save continues only after operator confirmation.
  • Inline notification creation requires EN notification content when no existing notification is selected.
  • Preview and test-email helper flows sanitize Mapping Fields and ignore placeholders that are auto-resolved by the surrounding email-template system.
More details

Definitions and formulas

Open only the section you need. The relevant section opens automatically when you request help for a specific item on screen.

Fields68 topicsOpen details

Program Name

Human-readable label used by operators to identify the campaign.

Visual Type
form-field

Type

Defines whether the program runs once or on a weekly schedule.

Visual Type
form-field

Is Active

Activates or deactivates the newsletter program without changing its targeting or content.

Visual Type
toggle

Day Of Week

Selected weekday for recurring programs.

Visual Type
form-field

Time Of Day

UTC send time for weekly programs.

Visual Type
form-field

Scheduled At

Exact UTC time for one-time programs.

Visual Type
form-field

Status

Optional send-state override such as `SCHEDULED`, `IN_PROGRESS`, `DONE`, or `ERROR`.

Visual Type
form-field

Send Time Type

Optional relative-time mode such as registration date or last activity that shapes when the campaign should be evaluated.

Visual Type
selector

Distribution List

Optional predefined recipient list shown as `name(contact_count)` in autocomplete and used in addition to dynamic filters.

Visual Type
selector

Filters

Dynamic recipient conditions used to calculate campaign recipients.

Visual Type
structured-form

Exclude leads from campaign recipients

Excludes lead-only contacts from recipient calculation.

Visual Type
toggle

Include Tags

Tag names a contact must match to be included.

Visual Type
multi-select

Include Mode

Controls whether all listed include-tags or any one of them is enough.

Visual Type
selector

Exclude Tags

Tag names that should exclude a contact from the campaign.

Visual Type
multi-select

Exclude Mode

Controls whether all listed exclude-tags or any one of them is enough to remove a contact.

Visual Type
selector

Tag Added Date Type

Switches the `Tag Added` filter between specific dates and relative minutes-ago fields.

Visual Type
radio

From Tag Added Date

Start date for the `Tag Added` date-range filter.

Visual Type
date

To Tag Added Date

End date for the `Tag Added` date-range filter.

Visual Type
date

From Tag Added Date (minutes ago)

Relative start boundary in minutes for the `Tag Added` period filter.

Visual Type
number

To Tag Added Date (minutes ago)

Relative end boundary in minutes for the `Tag Added` period filter.

Visual Type
number

Tag Removed Date Type

Switches the `Tag Removed` filter between specific dates and relative minutes-ago fields.

Visual Type
radio

From Tag Removed Date

Start date for the `Tag Removed` date-range filter.

Visual Type
date

To Tag Removed Date

End date for the `Tag Removed` date-range filter.

Visual Type
date

From Tag Removed Date (minutes ago)

Relative start boundary in minutes for the `Tag Removed` period filter.

Visual Type
number

To Tag Removed Date (minutes ago)

Relative end boundary in minutes for the `Tag Removed` period filter.

Visual Type
number

Registration Start Date

UTC start boundary for registration-date matching.

Visual Type
date-time

Registration End Date

UTC end boundary for registration-date matching.

Visual Type
date-time

Registration Days Ago

Relative registration window in days.

Visual Type
number

Last Activity Start Date

UTC start boundary for last-activity matching.

Visual Type
date-time

Last Activity End Date

UTC end boundary for last-activity matching.

Visual Type
date-time

Last Activity Days Ago

Relative last-activity window in days.

Visual Type
number

Include Countries

Countries that should be included in recipient matching.

Visual Type
multi-select

Include Countries Mode

Controls whether all listed include-countries or any one of them is enough.

Visual Type
selector

Exclude Countries

Countries that should be excluded from recipient matching.

Visual Type
multi-select

Exclude Countries Mode

Controls whether all listed exclude-countries or any one of them is enough.

Visual Type
selector

Recipients

Helper count showing how many contacts currently match the campaign filters and distribution list.

Visual Type
helper
Caveats
In edit mode, the count can exclude contacts that already received this campaign., The helper is informational and does not save the campaign.

Template

Existing newsletter template selected for this campaign.

Visual Type
selector

Custom Subject

Overrides the selected template subject when custom body mode is enabled.

Visual Type
form-field

Custom Body

Campaign-specific body content used instead of a stored template.

Visual Type
rich-text

Use Custom Body

Switches the editor between stored template mode and campaign-specific subject/body mode.

Visual Type
toggle
Caveats
Turning this on clears the selected template state., Turning this off clears custom subject and custom body.

Selected Template Subject

Read-only subject preview populated from the selected newsletter template.

Visual Type
preview

Selected Template Body

Read-only body preview populated from the selected newsletter template.

Visual Type
preview

Send Email

Controls whether the campaign sends email.

Visual Type
toggle

Send Notification

Controls whether the campaign also delivers an inbox notification.

Visual Type
toggle

Existing Notification

Reuses an already linked notification instead of creating a new one.

Visual Type
selector
Caveats
The selector is populated from active notification-linked email-template rows, not from every notification in the system., Saving with Send Notification turned off clears this link.

Notification Title

Title for a new inline notification when no existing notification is selected.

Visual Type
form-field

Notification Custom From

Optional custom sender name for a new inline notification.

Visual Type
form-field

Notification Sender Avatar Source

Chooses whether the inline notification avatar comes from a direct URL or an existing core asset.

Visual Type
toggle

Notification Image URL

Direct image URL used when the avatar source is `URL`.

Visual Type
form-field

Notification Selected Asset

Existing core asset chosen when the avatar source is `Asset`.

Visual Type
selector

Notification Language Tab

Language tab used while editing inline notification content.

Visual Type
tabs

Notification Content

HTML body for a newly created inline notification.

Visual Type
rich-text

Notification Priority

Priority used by the inline notification preview and saved notification record.

Visual Type
slider
Caveats
The current slider range allows Regular and Important values even though higher labels are visible on the scale.

Notification Preview

Read-only preview of the currently selected or composed notification.

Visual Type
helper

Mapping Fields

Placeholder-to-field mapping used to resolve merge variables in custom body or selected template content.

Visual Type
structured-form
Caveats
The editor re-scans subject/body content after a short delay before mapping rows update., Removing a placeholder from the subject/body also removes its manual mapping., Auto-resolved brand/email placeholders are hidden from manual mapping.

Coupon Payload

Coupons that should be provisioned to eligible recipients.

Visual Type
structured-form

Coupon Code

Coupon code selected from active bonuses for one coupon row.

Visual Type
selector

Coupon Type

Read-only coupon type derived automatically from the selected code.

Visual Type
derived-field
Caveats
Codes longer than 10 characters are treated as internal; shorter codes are treated as external.

Sending Provider

Email provider used for campaign delivery.

Visual Type
selector

From Email

Optional sender email override for campaign emails.

Visual Type
form-field

From Name

Optional sender name override for campaign emails.

Visual Type
form-field

Reply-To Email

Optional reply-to address override for campaign emails.

Visual Type
form-field

Limit Emails Per Period

Maximum number of emails to send during the configured period.

Visual Type
number

Period Unit

Period unit used together with the throughput limit.

Visual Type
selector

Period Value

Number of units that make up the throughput period.

Visual Type
number

Spread Entire Period

Distributes sends evenly across the period instead of using the fallback send-until-limit behavior.

Visual Type
toggle

Test Emails

Comma-separated recipient list for the `Send Test Emails` helper.

Visual Type
form-field

Send Without Campaign?

Visible helper flag shown next to the test-email flow.

Visual Type
toggle
Caveats
The current test-email send ignores this toggle.
More help

Related pages

Email Newsletters

Operator workspace for newsletter campaigns, distribution lists, and send-log review.

Email Newsletters / Campaigns

Main newsletter program inventory with filters, status badges, active-state checks, and edit navigation.

Activity Tag Rules / Detail

Rule inspection page with stored identity, conditions, timestamps, impact estimate, run action, delete action, and recent application history.

Affiliate Payment Settings / Detail

Detail/edit shell for one saved affiliate payment-setting record.

Affiliate Settings / Detail

Saved affiliate detail workspace for reviewing one affiliate and opening report actions.

Auto Tags Manager / Detail

Edit surface for one existing auto-tag rule, using the same dynamic rule builder as create but with a persisted rule payload and ID-backed updates.