In these quick videos and screenshots, we'll explain to you the basic functions of reviewing, approving/declining, testing, and requesting modifications to Engage Newsletter emails.
Receiving the Newsletter Draft Notification
Once you receive a Newsletter Draft Notification email, you'll be able to choose how to move forward - to approve the Newsletter for release, make or request edits, or decline the release of the Newsletter to your audience.
Viewing Newsletter Drafts in Engage and Approving Without Edits
If you do not require edits or changes to the Newsletter draft, you can approve it to be sent out at its scheduled time by clicking the approve button on the bottom of a single newsletter.
You can select only one or multiple drafts and edit the following Newsletter settings: pre-header text, introduction message, subject line, scheduled for date, and approve or revoke the draft.
Searching for and Requesting Alternate Content
If you would like to have content in the Newsletter replaced with other Questline-provided content, you can browse for other topics to have added to the Newsletter. When viewing a single newsletter, click Edit Mode > Replace > and search for an article topic. Once you find your new article, click
Requesting Newsletter Modifications and Snippets
You may require modifications to the Newsletter before it is sent out to your audience. Some edits you can make yourself, but others require that you request changes be made by Questline staff. You can select only one or multiple drafts and edit the following Newsletter settings: pre-header text, introduction message, subject line, scheduled for date, and approve or revoke the draft. To make article changes, select request changes and your changes will be made by Questline staff.
Once a Newsletter has been distributed to your audience, you'll be able to review the engagement metrics in Engage Reporting.
Creating a Test Send
Once the draft is created, you can generate a test send by clicking Send A Test at the top of the page and entering a test email address.
More information on Engage Newsletters can be found in the following articles: