A newsletter is a document comprised of three articles that you choose from our content library, and a welcome message that you have the option to customise.

Each newsletter, like all documents created in Advant Plus, is fully branded with your logo, corporate colours, contact information, and, if you like, an adviser or team photo.

Newsletters are produced in HTML format – click here to view an example. You can also send to Mailchimp to send as a HTML email, post to social media, or download your newsletter as a PDF.

To start creating your first newsletter, simply log in to Advant Plus, click the ‘+ New document’ button.

When the New document pop-up appears on your screen, select Newsletter.

Choose a title for your document

The default title for your newsletter is the current month and year (e.g. December 2019), but you’re able to title it whatever you like – e.g ‘Summer 2019 Update’, ‘Practice News’.

Select your cover image

Your cover image appears on the very first page of your newsletter – we select these images carefully and try to include a mixture of different options, that will work with different logos and corporate identities.

Select your photo

You can add a photo (e.g. adviser or team photo) to your newsletter that will appear above your contact details. You can either select a previously uploaded photo or upload a new photo. To find out how to add or edit photos on your account, click here.

Customise your introduction

Your welcome message is a space for you to add some of your own personality to your newsletter, and really engage your clients. You can write whatever you want in this space, but if you’re pressed for time (or ideas), this section does come pre-loaded with a welcome message, which we update monthly.

Select your articles

To create a newsletter, you’ll need to select three articles. To select an article, just click the box next to the article title until you see a tick appear in the box; to unselect an article, click the square again.

To preview an article before selecting it, click the article thumbnail.

Click here to view how to add a custom article.

Re-ordering articles

Advant Plus lets you change the order your articles appear in. To change the order of the articles you’ve selected, just drag your articles up or down using the double-ended arrow.

Saving your newsletter

Once you’re happy with your changes and selections, it’s time to create your newsletter! Don’t worry – you can always go back and change things later. For now, click the blue ‘Save newsletter’ button.

Watch our HOW TO create a newsletter tutorial:


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