Newsletters Introduction

Newsletters are automated emails you can enable as a business to send out to your subscribers and members. You might ask, "okay, but why are they important?" Well, when done right, a newsletter is the perfect tool to leverage sales tactics to upsell existing customers, drive information about new features, and keep you engaged with your audience without having to exert too much time or effort.

The platform is now the source of truth for both your newsletter catalog and your newsletter subscribers. You can define newsletters directly in the platform — title, description, photo, status, and behavior — and they are automatically exposed through the site config endpoint and rendered in the Default UI. So instead of managing newsletter definitions in your SDK and subscribers somewhere else, you have a single space to do all of that alongside your subscription management.

📘

Two sub-pages under Newsletters

The Newsletters section in your dashboard contains two sub-pages:

• Newsletters Configuration — where you create and manage the newsletters themselves (definitions, branding, behavior).
• Subscribers — where you view and manage the customers subscribed to your newsletters.

Newsletter Configuration

Newsletter Configuration is where you define the newsletters your customers can subscribe to. Each newsletter is a first-class record on the platform with its own fields, status, and rules.

Listing Newsletter Configurations

To view your configured newsletters:

• On your Dashboard, hover over your left navigation menu and choose Newsletter
• Click the Newsletters sub-page
• You'll see a list of all your current newsletters with their status and key details

Creating a Newsletter

• From the Newsletters page, click the New button
• Fill out the newsletter fields (see below)
• Don't forget to save

Configurable Fields

Editing a Newsletter

To edit a newsletter, click the ellipsis "···" menu on the newsletter row and select Edit. All configurable fields above can be updated, and changes take effect immediately for any new end-user requests.

Enabling or Disabling a Newsletter

Use the Status field to mark a newsletter as Active or Inactive.

⚠️

Inactive newsletters are hidden from end users. They will not appear in the Default UI newsletter modals, in the registration form, or in the site config endpoint response. Existing subscribers to an inactive newsletter are preserved but will not see it in their dashboard until it is reactivated.

Deleting a Newsletter Configuration

To delete a newsletter, click the ellipsis "···" menu on the newsletter row and select Delete. This removes the newsletter from your catalog. To temporarily hide a newsletter without losing its history, set it to Inactive instead.

How Newsletters Surface to End Users

Once a newsletter is Active:

• It is returned in the site config endpoint alongside your products and plans, with all configured fields exposed
• It appears in the Default UI newsletter section on the customer dashboard
• It is rendered in the two newsletter URL triggers: ?view=newsletter and ?view=newsletter-update — both for authenticated and non-authenticated users
• If addToRegistration is enabled, it appears as a checkbox in the registration form

Newsletter Subscribers

The Subscribers sub-page is where you view and manage the customers who have signed up for your newsletters. This is the page previously known simply as "Newsletters" — the existing subscriber-management workflows are unchanged.

Listing Subscribers

To view your subscribers:

• On your Dashboard, hover over the left navigation menu and choose Newsletters
• Click the Subscribers sub-page
• You'll see all your newsletter subscribers with the corresponding information: creation date, source, and email

Alternatively, you can also see which newsletters a customer is subscribed to on the right-hand side of a customer profile.

Viewing Subscriber Details

If you want to view more details of a specific subscriber record, click on the newsletter email line item, or alternatively click on the ellipsis "···" menu to the right-most column, followed by View newsletter.

After navigating to the subscriber details screen, you will find two sections as shown below:

• Upper section — contains the relevant details for the subscriber.
• Lower section — contains a History table that records any changes made to the subscriber's lists whenever subscribers are created or updated. This section can be leveraged as a logging mechanism which can also be exported.

Adding a Subscriber Manually

• Head to the Subscribers sub-page
• Click the New button
• Fill out the subscriber information and select the newsletter(s) they should be subscribed to
• Don't forget to save

Deleting a Subscriber

To delete a subscriber, click the three ellipses on the subscriber row and click Edit. You can choose to edit the record or delete it by clicking the button in the lower right corner. Additionally, if a user unsubscribes from their dashboard, the corresponding subscriber record will no longer appear in your list.

Exporting Subscribers

To export your subscribers list, click the Export button on the Subscribers page.

📘

NEWSLETTER CONSENT

You need consent for your customers to be subscribed to your newsletters, which is why this is uneditable off the platform. The consent sections fill out automatically when the customer agrees to sign up for your newsletter. This is important from a privacy regulatory standpoint.

Newsletter Integrations

We offer a variety of integrations with different marketing platforms that can help you sync your Pelcro Newsletters into your platform of choice automatically. Make sure to explore our Integrations section for more details.

Newsletter Templates

You can have several newsletters, each tailored to be sent at different times or for different situations. These newsletters can include feature announcements, partnerships, or informative pieces that drive traffic to your blog.

👍

QUICK TIP

The trick to successful newsletter creation is to have set templates for each category you plan to send and switch out information and graphics per issue to embrace optimal efficiency.

Feature Announcement Template

Hey *|NAME|*,
Have you heard about our newest feature addition? 
It's the missing piece to your enhanced *|COMPANY NAME|* journey. 
Our *|FEATURE NAME|*, attempts make your subscription usage more effective while
promising convenience. With this feature you can; 
**list benefits of feature**
1. 
2. 
3. 
To learn more click here *|INSERT FEATURE LINK|* or check out more tips and tricks
on our blog *|INSERT BLOG LINK|*. 
All the best, 
Your pals at *|COMPANY NAME|*

Partnership Announcement Template

Hey *|NAME|*,
We've got some exciting news for you! 
*|COMPANY NAME|* is partnering with us to provide effective *|PARTNER PURPOSE|* 
solutions. This is a great opportunity to leverage the benefits of both businesses. 
To learn more click here *|INSERT PARTNERSHIP LINK|* or check out more tips and tricks
on our blog *|INSERT BLOG LINK|*. 
All the best, 
Your pals at *|COMPANY NAME|*

Informative Announcement Template

Hey *|NAME|*,
Have you heard about the benefits of implementing *|INSERT MAIN PRODUCT OFFERING|*?
Using *|PRODUCT OFFERING|* will assist you maximising *y|PRODUCT BENEFIT|*, and increase
your overall optimization and efficiency. 
Check it out today *|INSERT FEATURE LINKS|*
To learn more click here *|INSERT PARTNERSHIP LINK|* or check out more tips and tricks
on our blog *|INSERT BLOG LINK|*. 
All the best, 
Your pals at *|COMPANY NAME|*