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Newsletters

Newsletters let organizations manage CRM-connected audience lists and campaign communication. They reuse contacts, subscribers, assignments, contact forms, and event context so teams do not need brittle one-off CSV exports for every send.

Route: /organizations/:id/newsletters

Newsletter detail route: /organizations/:id/newsletters/:newsletterId

What A Newsletter Represents​

A newsletter is an organization-scoped list or communication audience. It can be used for marketing campaigns, operational updates, event communication, hospitality messaging, member updates, or community announcements.

Newsletter records can include:

  • Name: internal newsletter name.
  • Display name: optional public-facing or friendly name.
  • Organization: owning organization.
  • Created by: user who created it.
  • Subscribers: customer records subscribed to the newsletter.
  • Assigned customers: contacts connected to or responsible for the newsletter.
  • Events: events related to this newsletter audience.
  • Contact forms: forms that add or collect subscribers.
  • Tile: guest-facing newsletter tile context where configured.

Subscribers​

Newsletter subscribers connect a customer to a newsletter.

Subscriber fields include:

  • Customer.
  • Subscribed date.
  • Unsubscribed date.
  • Status.
  • Verification state.
  • Related mails.

Common statuses are operational and may depend on the subscription flow. A subscriber can be pending, active/verified, unsubscribed, or otherwise tracked depending on implementation and campaign setup.

If support is investigating why a person received or did not receive a newsletter, start from the customer record and check the newsletter subscription tab/context.

List View​

The newsletter list shows:

  • Name.
  • Subscriber count.
  • Created date.
  • Created by, where relevant.

The list also supports search and Show only assigned filtering.

Creating Newsletters​

Users with newsletter edit permission can create newsletters from the newsletter overview. After creation, the dashboard opens the newsletter detail page.

Customers can also be added to newsletters from customer quick actions, depending on customer type and permissions.

How Newsletters Connect To CRM​

Newsletters are tied to CRM in several ways:

  • Customers become subscribers.
  • Customer records show newsletter subscription state.
  • Contact forms can collect or assign subscribers.
  • Events can reference newsletters for attendee or audience communication.
  • Assigned customers can make newsletter visibility match team ownership.
  • Sent mails show what communication went out.

This makes newsletters different from a detached mailing tool: subscriber context stays close to customer history, events, and operational work.

Typical Uses​

  • Pre-arrival hotel or hospitality updates.
  • Event invitation, reminder, and follow-up communication.
  • Association member newsletters.
  • Partner or sponsor communication.
  • Destination or community announcements.
  • Segmented operational campaigns based on tags, assignments, or CRM categories.

Permissions​

Newsletter navigation appears when the user can list or read newsletters. Creating and editing newsletters usually requires newsletter edit permission. Deleting depends on newsletter delete permission, creator/admin status, and organization context.

Assigned-only filtering can limit visible newsletters to those assigned to the user's customer/member context.

Common Support Scenarios​

A newsletter is missing from the list​

Check active organization, newsletter permissions, assigned-only filter, search text, and whether the newsletter belongs to a different organization.

A customer is missing from a newsletter​

Check whether the customer is subscribed to that newsletter, whether they unsubscribed, whether verification is required, and whether the customer was added to a different organization's newsletter.

A user cannot create newsletters​

Check newsletter edit permission and whether the user is blocked.

A subscriber received unexpected communication​

Check the newsletter subscriber relationship, related mails, event links, contact form source, and whether the customer exists more than once across organizations.

Related concepts: Email, Customers.