How to create a Publication

Note: Publications are not available in all accounts. To access this advanced feature, please contact Support.

In this article you will learn:

• What publications are and how they can be used
• How to create a publication

---

What are Publications?

Publications provide the highly automated distribution of content with minimal effort. Administrators can streamline campaign creation by publishing content to be sent automatically or to be sent by users.

An email campaign series is centrally created and then published to users for distribution to their contacts.

Users can enable publications that have been shared with them and choose to have new issues sent to all of their contacts or only certain groups.

When a new issue is published, the individual campaigns are copied into each user’s account that has enabled the publication. Depending on the settings established by the publisher, users may also be able to edit each issue before it is sent.

Reports are available to users as normal, and roll up reports are available to the publisher for high level analysis.

Key Terms

• Publication – a series of email campaigns, such as a monthly or quarterly newsletter, an annual series of holiday and event messages, or any other content that is regularly distributed
• Publisher – usually an administrator, often a part of the corporate or head office marketing or communications team
• Issue – a campaign created as a part of a publication; issues bypass template access restrictions (meaning a user does not need to have access to the template used to create the issue in order to edit) but cannot be copied
• Distribution – method by which new issues are sent from users’ accounts:
  • Sent Automatically - send from all user accounts on a specific date and time
  • Sent by User - set expiration date before which users must send or schedule, and optionally require the campaign to route through the user’s normal campaign approval settings
  • Sent Immediately - send from all user accounts as soon as the issue is published

 Creating a Publication

Click the Publications tab on the Home page.

1. Click the Create a Publication button.
   

   

2. Enter a title for the publication, such as the name of a monthly newsletter.
3. Optionally modify the publisher name that will display in users’ accounts and in notification emails.
4. Enter a description for the publication including information users will need such as details about the type of content to be included and how often new issues will be published.
   
   
5. Select the distribution method:
   • Sent Automatically – when new issues are published, campaigns will be created in the In Progress tabs of users’ accounts that have enabled the publication, and the campaigns will be scheduled to be sent on a specific date and time.
   • Sent by User – when new issues are published, campaigns will be created in the In Progress tabs of users’ accounts that have enabled the publication, and users can send or schedule the campaigns until a specific date and time. If the campaigns are not sent before the expiration date, they will be deleted.
     •  Campaign Approval – optionally require campaign approval. If enabled, the campaign will route 
        through the normal campaign approval processes required for that user based on their settings.
   • Sent Immediately – when new issues are published, campaigns will be created and sent from users’ accounts that have enabled the publication.
     
     
     
     
6. Click Next Step to select reminder notifications to be sent to all users that have enabled the publications. Select Reminder and/or Final Reminder notices, then enter the number of hours, days or weeks before the distribution or expiration date that the notice(s) should be sent.
   
    
7. At the final Confirm and Create step you can now review and confirm your selections with the new preview page. Click Create Publication when ready and Share Now to make the publication visible to users in their 'Publications Available' tab, so that they can choose to enable it.