Building your newsletter

This article walks through every tab in your newsletter so you know what each one does and where to find what you need.

How to get there

Go to Messaging in the top nav and click into your newsletter. You'll see eight tabs across the top, plus shortcut cards on the right for Manage Content and View Analytics.

Tab 1: Identity

Your newsletter's internal name and description. Your subscribers don't see these — they're for you and your team in the dashboard.

You'll also see a reminder of your company information here. This inherits from your organization defaults in Settings → Name & Company. To change defaults globally, click Edit in Settings. To override sender info per newsletter, use the Email tab.

Tab 2: Email

Where you set up everything subscribers see in their inbox before they open the email.

Subject & Preview:

Section for Subject — pick which section's article supplies your subject line (not required if you're using Custom)
Date Format — choose how dates appear in the subject
Subject Line Source — pick one of the three options below:
Selected Article — the top article in your chosen section
Featured Article — a featured article from your content pool
Custom — write your own
Preview Text — the snippet that shows next to the subject in inboxes
Merge tag chips — click any of these to insert dynamic values (subscriber name, etc.)

Template:

Click Change to pick from your available layouts. The currently published layout has a badge. You can switch anytime; the change takes effect on your next send.

Sender Information:

From Name — who the email appears to come from
From Email — the address shown in subscribers' inboxes

If you send on behalf of multiple brands, this is where you set the right sender per newsletter. Otherwise, leave these inheriting from your organization defaults.

Tab 3: Audience

Who receives the newsletter.

Include Lists — lists of contacts to send to
Exclude Lists — lists to suppress from this send
Subscription Type — the type and its behavior (opt-in vs opt-out)
Segments — target specific groups within your audience for more tailored content. Segments are imported via CSV with a segment_code column and can be used in scheduled content, source-level targeting, segmented previews, and segment-filtered analytics. (Enterprise plans only — see Segments for details.)

The Audience Summary at the bottom shows your reach: total included, total excluded, and the final count who will receive.

Tab 4: Content

How rasa.io chooses what to include in the newsletter.

Filters:

Add keyword filters to control which articles can appear in your newsletter:

Whitelist filters — articles must include these terms
Blacklist filters — articles that include these terms are excluded

Click + New filter to add one. You can set a name, type (Whitelist or Blacklist), and the tags/keywords it applies to.

Article Counts:

Max per source — the most articles allowed from any single source
Min count — the fewest articles required to send the newsletter
Max count — the most articles in the newsletter

⚠️ If you don't have enough articles to meet the Min count when it's time to generate, your newsletter won't send. Keep an eye on your Content Pool.

Sections:

Sections divide your newsletter into named groupings (e.g., "Industry News," "Careers," "Events").

Fully Sectioned Newsletter toggle — turns on section-based organization
Per section: MIN per section, MAX per section, Code (must match the template's HTML if applicable), and Display Name (what subscribers see)

You can toggle sections on or off.

Tab 5: Schedule

When your newsletter sends.

Frequency — Weekly, Biweekly, or Monthly
Days — which day(s) of the week (for Weekly/Biweekly)
Delivery Time — what time the newsletter sends
Timezone — defaults to your org timezone; you can change here
Cutoff Offset — hours before send when automatic content pulling stops. Defaults to about 4 hours. You can still manually add content until the newsletter generates.

The Next Send panel shows automation status and the next scheduled send. Use Turn Off Automation to pause sends temporarily.

⚠️ There's a 1-hour newsletter generating window before your scheduled send time. During this window, the newsletter is locked while it's being assembled and you can't make any changes.

For details on skipping a single send, customizing the time for one send, or pausing the schedule, see Schedule, skips, and pauses.

Tab 6: Forms

All your public-facing forms and pages for this newsletter.

Sign-up form (recommended) — a hosted sign-up page
Sign-up Embed Widget — an iframe to embed on your website
Sign-up via API — a POST endpoint for developer integrations
Top Articles Page — a public page showing your top articles, including a sign-up form
Unsubscribe Page — where subscribers go to opt out
Topic Preferences Page — if your newsletter uses a topic preference tool, this is where it's managed

Click Customize design on the sign-up form card to update the look (logo, headline, CTA, privacy text). The same designer is used for all your sign-up forms.

URLs use a unique ID and aren't customizable. You can copy each one and share or embed it wherever you need.

Tab 7: Notifications

These are your personal email notifications for this newsletter — they're per-user, so each team member configures their own.

Content Ready for Review — fires at the start of the cutoff window
Weekly Report — a summary of how the newsletter performed
Subscribed to Newsletter — notifies you when someone subscribes
Schedule Pause Notification — alerts you if the schedule pauses

Tab 8: Tools

Useful extras for this newsletter.

View in Browser — the URL pattern and a list of past issues
Top Articles RSS Feed — an RSS URL that surfaces your top articles. Use it as a content source for other newsletters, year-end roundups, or external syndication.
Languages — pick which languages this newsletter uses (within the languages your organization has enabled). See Languages.

Sidebar shortcuts

To the right of the tabs, you'll see quick links:

Manage Content — jumps to your Content Pool
View Analytics — jumps to this newsletter's analytics

What's next

If you haven't sent a test yet, see Sending test emails and previewing
For a pre-flight check, see First send checklist
For deeper info on any tab, search the KB or browse the categories