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What You’ll Learn

In this guide, you’ll learn how to:
  • Create a newsletter with custom content segments
  • Add articles to newsletter segments
  • Generate and review newsletter variants
  • Edit and verify newsletter content
  • Publish and export your newsletter

Before You Start

Prerequisites:
  • Active BeatSquares account with newsletter access
  • At least one Square created with the “newsletter” output format
Each square has a specific output format. To create a newsletter, you need a square with the output format “newsletter”.
What You’ll Need:
  • Newsletter content and messaging strategy
  • Articles or content sources to include
  • Brand assets (logos, colors, fonts) if customizing

Creating Your Newsletter

1

Navigate to Your Square

Go to your dashboard and click on the square where you want to create the newsletter.Step 1 screenshot
2

Create Newsletter

Click on Create newsletter button in the square interface.Step 2 screenshot
3

Name Your Newsletter

Type a name for your newsletter in the name field.Step 3 screenshot

Editing Content Segments

Newsletters are built using segments. Each segment can contain custom text content or articles, events or press releases. The segments are pre-defined per Square as part of the so called “Blueprint”. If you want to change the segments, please contact BeatSquares. You’ll edit segments one at a time.

Editing a Manual Content Segment

1

Add Content Segment

Click on Click to add content to create a new segment.Step 4 screenshot
2

Add Text Content

You can add custom text content to your segment. Click on Click to add content again to add a text element, or highlight existing text to edit it.Step 5 screenshot
3

Edit Text Content

Click on highlight to select and edit text, or paste content directly into the element.Step 6 screenshotStep 7 screenshot
4

Save Your Content

Type your content (for example, a greeting like “Guten Morgen!”) and click Save to save the segment.Step 8 screenshotStep 9 screenshot

Adding Articles to Segments

After creating a content segment, you can add articles to generate newsletter content based on your selected articles.
1

Add Article to Segment

Click on Add article to Segment to select articles for this segment.Step 10 screenshot
2

Select Articles

Check the articles you want to include in this segment. Available articles are based on the categories chosen in your Square settings.Step 11 screenshot
3

Generate Segment

Click Generate to create newsletter content for this segment based on the selected articles.Step 12 screenshot
4

Add Content to More Segments

Repeat the process to add more segments. Click Add article to Segment again to create additional segments with articles.Step 13 screenshotStep 14 screenshotStep 15 screenshot

Reviewing and Editing Segments

Once your segments are generated, you can review different variants and make edits.
1

Access Newsletter

Click on your newsletter name to view all segments and variants.Step 16 screenshot
2

Check Variants

Once segments are generated, you can check different variants (Var 2, Var 3, etc.) by clicking on the variant tabs.Step 17 screenshotStep 18 screenshot
3

Edit Segments

Click on edit to make changes to any segment as needed.Step 19 screenshot
4

Verify Segments

Click Verify to confirm the segment content is correct.Step 20 screenshot

Regenerating Segments

If you want to switch a segment to use different input sources or regenerate the content, you can use the regenerate feature.
1

Select Segment to Regenerate

Click on highlight to select the segment you want to regenerate.Step 21 screenshot
2

Regenerate Segment

Click on Regenerate to switch the segment to use different input sources.Step 22 screenshot
3

Select Source Type

Choose your content source. Click on Events or Press Releases depending on your content type.Step 23 screenshotStep 24 screenshot
4

Verify Regenerated Segment

After selecting new sources, click Verify to confirm the regenerated segment.Step 26 screenshot

Overview Segments

Overview segments use the content of the other segments and generate an overview.
1

Generate Final Segment

Once all other segments are verified, click Generate segment to create the final newsletter content.Step 27 screenshot

Publishing Your Newsletter

Once all segments are verified and you’re satisfied with the content, you can publish your newsletter.
1

Publish Newsletter

Click Publish to finalize your newsletter.Step 28 screenshot
2

Access Published Newsletter

Click on your Newsletter Name to access the published newsletter.Step 29 screenshot
3

Copy to Clipboard

Click on Copy to clipboard to copy the complete HTML newsletter. You can then paste it into your email tool.Step 30 screenshot
Make sure to verify all segments before publishing. Once published, you cannot make edits.

What’s Next?


Related: Creating Squares | FAQ