My Space, Channels & Bulletins
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      3. My Space, Channels & Bulletins

      How to Set Up a Channel Bulletin

      This article explains how to set up a Channel Bulletin - a newsletter feature that allows you to share selected posts and dossiers with your channel subscribers.

      Important notes

      • To perform this task, you must have a BASIC or ULTIMATE license and hold the Organization Manager role.
      • Please note that the configuration of the Channel Bulletin is independent of individual user notification settings (found in your profile configuration). This means the bulletin will be sent to all subscribers, even if they have their system notifications turned off.

      If you have created a channel where you want to publish posts or dossiers, you can activate a Channel Bulletin — a newsletter that can be sent either manually or automatically to all your channel subscribers. 

      To set up a bulletin, follow these steps:

      1. Go to My Space → My Organization → Channels.
      2. Click the 'Menu button' (three dots) on the right side of the channel card.
      3. Select 'Edit.'

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      Scheduler:

      There are two ways to send a Channel Bulletin: Automatically or Manually.


        • Automatically:
          • Specify the frequency (Daily, Weekly, Monthly, etc.) and the preferred time of the day.
          • Choose whether the bulletin should include documents based on the date and time they were published or the date and time they were shared to the channel.

        • Manually:
          • Return to this page whenever you want to send the bulletin again.
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      Template:

      On this page, you can customize the appearance of your Channel Bulletin by:

      • Adding your logo and main picture
      • Defining the maximum number of records to display
      • Selecting which document details should be included
      • Setting the title and footer of the bulletin

       

      Once you have finished configuring the bulletin, click 'Save' to apply your changes.

      • If you selected Automatic sending in the previous step, the bulletin will be sent on the specified day and time.

      • If you selected Manual sending and want to send the bulletin immediately, click 'Save and Send Now.'

      Test Your Bulletin

      You can test your bulletin before sending it to all subscribers.
      Click the arrow next to 'Save and Send Now' and select 'Send to a Specific User' to send a test version to an individual.

      Enter the email address and click 'Send Test Bulletin'.


      ℹ️ The test bulletin will be sent to the specified email address, allowing you to review the included content directly.

      The system will provide immediate feedback on whether the bulletin was successfully sent, with a short message displayed in the top-right corner of the screen.