The NEWSLETTER System

The Basics

The Newsletter System allows your visitors to subscribe to tax news posts, and receive them in their inbox on a regular basis. As well, you can do one time sends for announcements and specials.

This tutorial will mainly focus on the list of subscribers and one time newsletters.

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NEWSLETTER ACCESS

 

Follow these guidelines to access the newsletter system…

  • On your taxPRO Dashboard, click on ‘SEND NEWSLETTER’ 
  • From this screen, you may select to review your subscribers or send a newsletter.

Lets Click on Subscribers on the left hand side…

(Notice:) Sometimes you will hear and see the words MAILPOET. This is the newsletter tool we use with the taxPRO system. It comes fully featured and can have up to 2000 subscribers.

This is expandable and will allow a multitude of new features. Contact us for further information.

Edit Subscribers

Use this tool to see who has subscribed to newsletters. You can add individual users and even import lists.

Copy/Paste list or Import using CSV

Click on IMPORT to add new users from lists or saved CSV documents.

Create a new Mailing

Click on emails on the left menu to create a NEW newsletter or mailing

Choose a Design or Style

Decide on a design or style of mailing to use and then edit to match your business.

Edit Email

Use the “?” for help using the mailing form. Hold mouse over each section of the email to activate the ‘Edit Settings’ tools. On the right hand side are new modules you can add to your email.

Making Adjustments

Review the image for notes. Always add a subject and a preview line of what the email is about. Note the sidebar that pops out when you use the edit tools. To edit text, just click on the text to change.

Ready to Send

Once you have completed your newsletter, scroll down and find ‘NEXT’ (noted, there is also a SAVE if you wish to come back). Follow the directions to setup email delivery.

Newsletter Dashboard

Once an email is sent, you can see the final results in the main emails list. Review how many opened the email and how many clicked. You can also review bounces (not a good email address) and unsubscribes.

The end of BASICS

This ends the basics of training. Make sure to the help modules or read the full documentation using HELP under the menu for Newsletters.