Create Publication
To create a publication:
- Click the Publications tab in the main navigation menu.
- Click the Create a Publication button.
- Enter a title for the publication, such as the name of a monthly newsletter.
- Optionally modify the publisher name that will display in users' accounts and in notification emails.
- Enter a description for the publication including information users will need such as details about the type of content to be included and how often new issues will be published.
- Click the Next Step button.
- Select the distribution method that will be used for all issues created within the publication:
- Sent Automatically - when new issues are published, campaigns will be created in the In Progress tabs of users' accounts that have enabled the publication, and the campaigns will be scheduled to be sent on a specific date and time.
- Sent by User - when new issues are published, campaigns will be created in the In Progress tabs of users' accounts that have enabled the publication, and users can send or schedule the campaigns until a specific date and time. If the campaigns are not sent before the expiration date, they will be deleted.
- Sent by User upon Approval - when new issues are published, campaigns will be created in the In Progress tabs of users' accounts that have enabled the publication, and users can submit for approval to be sent or scheduled until a specific date and time. If the campaigns are not sent before the expiration date, they will be deleted. The campaign will route through the normal campaign approval processes required for that user based on their settings.
- Sent Immediately - when new issues are published, campaigns will be created and sent from users' accounts that have enabled the publication.
- Click the Next Step button.
- If applicable, select reminder notifications to be sent to all users that have enabled the publication. Select the Reminder and/or Final Reminder notices, and then enter the number of hours, days, or weeks before the distribution or expiration date that the notice(s) should be sent.
- Click the Next Step button.
- Review and confirm your selections, and then click the Create Publication button.
- To make the publication visible to users in their "Publications Available" tab so that they can choose to enable it, click the Share Now button. Or you can share the publication later.