Engage+ Content Marketing: Newsletters

Overview

Newsletters are long-form content designed to be shared with your clients and prospects by email. If you find a newsletter you'd like to send, you can send it through the Email Marketing feature in AMS+. This lets you take advantage of AMS+'s tracking and analytics tools to see how your newsletter performs.

IN THIS ARTICLE

Find newsletters in Engage+ Content Marketing

You can locate newsletters in the following areas:

• Homepage
  • Monthly Highlights
    

• Left navigation menu

  • Collections
  • Content Type
  • Topics

  

Preview a newsletter in Engage+ Content Marketing

The newsletter view in Engage+ Content Marketing is a preview, not an editor. You can’t make changes to the newsletter in this view.

To edit the newsletter:

• Follow these instructions to send it to AMS+.
• Then customize it using the email editor.

Access additional details

• Select the Help tab to view additional information about the newsletter.
  
• Check the summary panel on the right for audience details and other key data.
  

Send a newsletter through AMS+

Follow these steps to customize and send a newsletter.

1. Select a newsletter

Select a newsletter from one of the following:

• Engage+ Home
• Collections
• Content Type: Newsletter
• Topic areas (for example: "Medicare", "Group Business", "Everyday Living")

2. Select recipient type (if prompted)

When the newsletter opens, a Select Newsletter Recipients pop-up window may appear.

Recipient type defines the category of contacts who will receive the email (for example: "Individuals", "Primary Contacts", "Agents").

If only one recipient type is available:

• It is automatically applied.
• The option is not shown.

If multiple recipient types are available:

• The pop-up appears.
• Select a recipient type to continue.

You can also update this selection using the Recipient Type dropdown in the right-hand summary panel.

3. Continue to sender settings

Select the Continue button.

A pop-up window will prompt you to select sender information.

• From Name: The name shown in the "From" field
• Reply To: The email address that receives replies

4. Edit the newsletter in AMS+

A new tab opens in AMS+ with the newsletter loaded in the email editor.

Review the email content, and make any necessary personalizations. See the Enhanced Email Editor article for more information.

To add a signature:

• Go to Rows > Signature Templates.
• Add a signature row.
• Customize it with your agency's:
  • Business information
  • Branding

See the signature row article for full instructions.

5. Save, test, and schedule

Save and/or test the email. When ready, follow Steps 12–17 in this article to:

• Create the recipient list
• Schedule the campaign

Tips and best practices

Adjust spacing using hard and soft returns

Spacing directly impacts the readability and visual structure of the email. During Step 4 (editing in AMS+), review formatting carefully to ensure consistency with your agency's branding, tone, and readability standards.

Use the following keyboard shortcuts to adjust spacing:

• Hard return: Used to separate distinct ideas.
  • Press "Enter" or "Return"
    
• Soft return: Used to group closely related content (for example, within a signature).
  • Hold "Shift" and press "Enter" or "Return"