Getting Started with Newsletter
Last Updated: 2026-01-15 Available On: Pro, Enterprise Time to Complete: 5 minutes
TL;DR (Quick Summary)
Newsletter lets you create and send email campaigns to users based on modules and conditions. This guide shows you how to create your first newsletter and send it to targeted users in under 5 minutes.
What is Newsletter?
Newsletter is an email marketing system that enables you to create and send email campaigns to users. Target specific user groups based on modules (Sales, HRM, Projects, etc.) and send personalized newsletters.
What you can do:
- ✓ Create email newsletters
- ✓ Target users by module (Sales, HRM, Projects, etc.)
- ✓ Filter recipients by conditions
- ✓ Use rich text editor for content
- ✓ Track newsletter status
- ✓ Send bulk emails
Prerequisites
⚠️ Before You Begin: Newsletter requires these prerequisites.
| Prerequisite | Status | Notes |
|---|---|---|
| SMTP Configured | [ ] Complete | SMTP must be configured in system settings |
| Email From Address | [ ] Set | Company email "From" address must be configured |
| Target Modules (optional) | [ ] Enabled | Enable modules you want to target (Sales, HRM, etc.) |
💡 Don't have SMTP configured? Contact your admin to configure SMTP settings first. Newsletter cannot send emails without SMTP.
How to Access
Step 1: Navigate to Newsletter
- Log in to your dashboard
- In the sidebar, click Newsletter
- You'll see the Newsletter interface with module tabs
💡 Tip: If you don't see Newsletter in your sidebar, contact your admin to enable it for your workspace.
Quick Start (5 Minutes)
Create Your First Newsletter
| Step | Action |
|---|---|
| 1 | Click Newsletter in the sidebar |
| 2 | Select a module tab (e.g., General, Sales, HRM) |
| 3 | Set filters/conditions (if needed) |
| 4 | Enter Subject: Welcome Newsletter |
| 5 | Enter Content: Your newsletter message |
| 6 | Click Send |
Result: Newsletter is sent to selected users via email.
What's Next?
Now that you've sent your first newsletter, explore these resources:
| Resource | Description |
|---|---|
| 📖 All Features | Discover everything Newsletter can do |
| ❓ FAQ | Answers to common questions |
Related Topics
- Newsletter Features
- SMTP Configuration (prerequisite)
Need Help?
| Channel | Details |
|---|---|
| support@custojo.com | |
| Help Center | docs.custojo.com |
Was this helpful? Let us know at support@custojo.com