Create and Manage Newsletters


Newsletters and Announcements


Administrators can share curated funding searches and curated lists of selected funding opportunities in a Newsletter format with groups of users in Admin > Tools > Newsletters > Create a Newsletter.

Creating a Newsletter

  1. Prepare the funding opportunities list you want to share
  1. Complete the fields on the Create a Newsletter page
  • Name your newsletter (required) - use a unique name for clarity
  • Choose funding opportunities to share - select one of more lists
  • Set sorting order - choose how opportunities appear (by deadline, award amount sponsor, title)
  • Add heading and custom message - include any other information you would like to share with your researchers along with the funding opportunities
  • Choose recipients - select one or more predefined groups, or share with all registered user.


PRP_CreateNewsletter.png

  1. Schedule Delivery
  • One-time send - leave Send on field empty to send immediately after publishing, or set a date/time (AM/PM)
  • Recurring send – select repeating, choose weekly, bi-weekly, or monthly, select day, time, and set start/end dates (optional). You can edit the newsletter between sends.


schedule_your_message.png

  1. Add co-owners - assign colleagues with newsletter admin rights. Co-owners have full editing privileges, including the ability to delete or remove you as owner.
     
  2. Save or publish 
  • Save draft - select Save newsletter as a draft only and click Save Draft.
  • Publish - select Make newsletter actively published and click Publish - if scheduled, the newsletter will be sent on the chosen date, and if unscheduled, it will send immediately.

A newsletter looks something like the following to the recipient

Newsletter in Pivot-RP.png

Manage Newsletters

Administrators can view newsletter details and edit newsletters that they are listed as an owner of in Admin > Tools > Newsletters > Manage Newsletters.

  • View newsletter details – click the right-pointing arrow next to the newsletter name to see history and recipient details. Note: You also receive an email each time a newsletter is sent.
  • Edit or publish a newsletter that you own – click the newsletter name to open the Edit Newsletter page.
  • Copy a newsletter that you own – select Options > Copy > Yes. The copy opens on the Edit Newsletter page for changes.
  • Unpublish a newsletter – select Options > Unpublish > Yes.
  • Delete a newsletter – select Options > Delete > Yes.

PRP_ManageNewletters.png

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