Newsletter
Overview
Newsletter — Business Overview
Newsletter is used to create, manage, and send regular email communications to a defined group of subscribers. It helps organizations stay connected with customers, partners, or internal teams by sharing updates, announcements, promotions, or educational content in a structured and repeatable way.
This document supports consistent, professional communication and ensures that important messages reach the right audience at the right time.
Purpose in Business Operations
The Newsletter document enables businesses to:
- Communicate updates and news in a centralized and organized manner
- Build long-term engagement with customers or stakeholders
- Support marketing, customer relationship, and internal communication efforts
- Deliver consistent messaging to large audiences without manual effort
It is especially useful for recurring communications such as monthly updates, campaign announcements, or policy reminders.
Prerequisites and Setup Requirements
Before using Newsletter, the following should be in place:
- A clearly defined list of subscribers or recipients
- Verified email addresses for those subscribers
- Agreed content guidelines and approval responsibility
- A communication schedule (weekly, monthly, quarterly, etc.)
- Branding elements such as logos, tone, and messaging style
Having these elements ready ensures smooth execution and consistent communication.
Typical Workflow
Plan the communication
Define the purpose of the newsletter, target audience, and timing.Create the Newsletter
Draft the subject, message content, and any call-to-action in the Newsletter document.Review and approval
Content is reviewed for accuracy, branding, and compliance before sending.Send to subscribers
The newsletter is sent to the selected subscriber group.Follow-up and engagement
Responses, inquiries, or business outcomes (such as leads or actions taken) are monitored.
This workflow supports structured and repeatable communication cycles.
Key Business Scenarios Where Newsletter Is Essential
Marketing and promotions
Sharing product launches, special offers, or event invitations.Customer engagement
Sending tips, updates, or educational content to maintain ongoing relationships.Corporate communications
Announcing company news, policy changes, or leadership messages.Internal communication
Informing employees about updates, initiatives, or upcoming activities.Community and membership updates
Keeping members or partners informed about developments and opportunities.
Important Considerations for Users
- Ensure content is relevant and valuable to the target audience
- Maintain a consistent sending schedule to build trust and anticipation
- Avoid over-communication, which can lead to disengagement
- Respect subscriber preferences and opt-out expectations
- Review content carefully to avoid errors or unclear messaging
When used thoughtfully, Newsletter becomes a powerful business communication tool that strengthens relationships and supports strategic goals.
Create and send emails to a specific group of subscribers periodically.
Basic Information
- Module: Email
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| emailsentat | Email Sent At | Datetime | - | Date and time when newsletter was sent via Dafater | |
| total_recipients | Total Recipients | Int | - | Total number of recipients targeted for this newsletter | |
| total_views | Total Views | Int | - | Total number of times the newsletter was viewed | |
| email_sent | Email Sent | Check | - | Indicates whether the newsletter email has been sent | |
| sender_name | Sender Name | Data | - | Display name of the sender shown to recipients | |
| sender_email | Sender Email | Data | ✓ | Email address used to send the newsletter | |
| send_from | Sender | Data | - | Sender identifier configured for sending emails in Dafater | |
| email_group | Audience | Table | ✓ | Newsletter Email Group | Target audience groups receiving this newsletter |
| subject | Subject | Small Text | ✓ | - | Email subject line visible to recipients |
| content_type | Content Type | Select | Rich Text, Markdown, HTML | Format used to compose the newsletter content | |
| message | Message | Text Editor | - | Main newsletter content written in rich text format | |
| message_md | Message (Markdown) | Markdown Editor | - | Newsletter content written using Markdown format | |
| message_html | Message (HTML) | HTML Editor | - | Newsletter content written using raw HTML | |
| campaign | Campaign | Link | Marketing Campaign | Marketing campaign associated with this newsletter | |
| attachments | Attachments | Table | Newsletter Attachment | Files attached to the newsletter email | |
| sendunsubscribelink | Send Unsubscribe Link | Check | - | Include unsubscribe option link in the newsletter | |
| sendwebviewlink | Send Web View Link | Check | - | Include web view link for online newsletter access | |
| scheduledtosend | Scheduled To Send | Int | - | Indicates whether newsletter is scheduled for later sending | |
| schedule_sending | Schedule sending at a later time | Check | - | Enable scheduling of newsletter email delivery | |
| schedule_send | Send Email At | Datetime | - | Planned date and time to send the newsletter | |
| published | Published | Check | - | Indicates whether the newsletter is published | |
| route | Route | Data | - | Web URL route for accessing the newsletter online |
Child Tables
Audience (Newsletter Email Group)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| email_group | Email Group | Link | ✓ | Email Group | Selected email group for newsletter distribution in Dafater. |
| total_subscribers | Total Subscribers | Read Only | - | Automatically shows total active subscribers in the selected email group. |
Attachments (Newsletter Attachment)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| attachment | Attachment | Attach | ✓ | - | Upload file to include as attachment in Dafater newsletter |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Newsletter Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Marketing Campaign | Links to | Website |