Goal
This article outlines how to publish a newsletter to residents using either the Upload Newsletter or New Newsletter options in the admin portal.
Before you get started
You will need to have the correct permissions set in order to create communication templates. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Access Detail ➡️ Expand Communicate and ensure that Newsletters has Full Access selected.
Publishing a newsletter
You can publish a newsletter in two ways:
Upload Newsletter: Upload a pre-prepared PDF file
New Newsletter: Create a newsletter directly within the admin portal
The steps are mostly the same for both methods.
Step 1 - Create a Newsletter
Click Communicate in the admin portal
Select Newsletters
Choose either:
Upload Newsletter – to upload a PDF
New Newsletter – to create the newsletter within the platform that then converts to a PDF
Step 2 - Select communities
Choose the community or communities you want to send the newsletter to
(You can select one, some, or all communities.)
Step 3 - Add Newsletter content
If using New Newsletter:
Select a newsletter template
Enter the Title, Description, and Body of the newsletter (this content will be converted into a PDF)
If using Upload Newsletter:
Upload your PDF file
Enter the Title and Description (this appears in the notification sent to residents)
Step 4 - Choose the audience
Select who should receive the newsletter:
All users, or specific user types:
Owner-occupiers
Owner-investors
Tenants
Property managers
Committee
Other
You can also choose:
Resident groups
Committee groups
Individual users
Step 5 - Set visibility
Display on mobile app: Toggle ON or OFF
Visibility period:
Choose Permanently displayed, or
Set a start and end date
Step 6 - Send notifications
Choose how to notify residents:
Email
SMS
Mobile push notification
The notification will be sent based on the visibility from date, and you can select the specific time.
(Optional) Additional communication
You can send an additional custom notification to residents:
Select Date, Time, and Type (Email, SMS, or Push Notification)
Enter your custom message
Step 7 - Review and submit
Review all the newsletter details
Click Submit Newsletter to publish
The newsletter will now be sent to residents and recorded in Communicate Logs, where you can track delivery status
