Difference between revisions of "Userlevel:Admin:Procedures:Send newsletter"

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*Write each story into a separate '''posts''' in WordPress and save them as '''drafts'''.  
 
*Write each story into a separate '''posts''' in WordPress and save them as '''drafts'''.  
 
**Tag them with both the '''Article''' category and the '''new category''' you created above.  
 
**Tag them with both the '''Article''' category and the '''new category''' you created above.  
**Write an excerpt in the '''Excerpt''' section. This will be the text written in the actual e-mail newsletter.  
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**Write an excerpt in the '''Excerpt''' section. This will be the text written in the actual e-mail newsletter. If you don't see the Excerpt section anywhere on the screen, click on '''Screen Options''' in the top-right corner and put a checkmark next to '''Excerpt'''.  
 
**Normally you don't want to cross-post them to Facebook/Twitter at this time. We will write a news item that automatically will be posted to Facebook/Twitter.  
 
**Normally you don't want to cross-post them to Facebook/Twitter at this time. We will write a news item that automatically will be posted to Facebook/Twitter.  
 
**The stories will be ordered by publishing date, the newest will be listed first (be careful not to set a future publishing date, then people won't be able to see the story!).  
 
**The stories will be ordered by publishing date, the newest will be listed first (be careful not to set a future publishing date, then people won't be able to see the story!).  
 
*Find an '''image''' for each story and upload it in WordPress (under the Media menu).  
 
*Find an '''image''' for each story and upload it in WordPress (under the Media menu).  
**Attach the image to the '''category''' with correct '''year/month''' name under the Newsletter category. You might need to add the year/month category first.
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**Attach the image to the '''category''' with correct '''year/month''' name under the Newsletter category. You might need to add the year/month category first.  
**Edit each post to set the corresponding image as the featured image.
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**Edit each post to both place the image where you want it within the story as well as setting as the featured image (usually lower right corner of screen).
  
 
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Revision as of 15:09, 28 December 2011

Send a newsletter

The Process & People Involved
  1. Lora receives the stories from X for review and puts them into WordPress.
  2. Kathi then reviews them.
  3. Allan generates the final draft.
  4. Lora, Kathi, Jeremiah and Bob reviews the final draft.
  5. Allan sends it.


Prepare the content

  • Under Posts create a new category under the Newsletters category. Name it using this format: "Newsletter YYYY-MM"
  • Write each story into a separate posts in WordPress and save them as drafts.
    • Tag them with both the Article category and the new category you created above.
    • Write an excerpt in the Excerpt section. This will be the text written in the actual e-mail newsletter. If you don't see the Excerpt section anywhere on the screen, click on Screen Options in the top-right corner and put a checkmark next to Excerpt.
    • Normally you don't want to cross-post them to Facebook/Twitter at this time. We will write a news item that automatically will be posted to Facebook/Twitter.
    • The stories will be ordered by publishing date, the newest will be listed first (be careful not to set a future publishing date, then people won't be able to see the story!).
  • Find an image for each story and upload it in WordPress (under the Media menu).
    • Attach the image to the category with correct year/month name under the Newsletter category. You might need to add the year/month category first.
    • Edit each post to both place the image where you want it within the story as well as setting as the featured image (usually lower right corner of screen).


Send the newsletter

  • Publish each of the posts in WordPress
  • Generate the actual e-mail content ("mail content") by running the Generate newsletter script.
  • Go lookup the mail content and verify that it looks as desired.
  • Use the mass mailing system to select the query, the mailing content, and then send the newsletter.
  • Make a news post telling about the new newsletters that has been published.
    • Ensure you cross-post the news item to Facebook/Twitter.