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Creating a CRM newsletter

Written by Tatiana Nik

Updated at April 13th, 2026

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  • Introduction
  • Spots
    Statistics Spots Landings Broadcasts Mailing
  • CRM
    Clients Messenger Tasks Reports Ignoring Mail
  • General settings
  • Setting up analytics and tracking
  • API and Integrations
  • All about setting up business processes
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Table of Contents

🔹 Step 1: Go to the “Mail” section 🔹 Step 2: Fill out the form 🟩 Title 🟩 Message text 🟩 Attached media (optional) 🟩 Audience segment 🟩 Edit/delete rights (optional) 🔹 Step 3: Save the email 📬 What's next? 💡 Examples of using letters:

Messenger messaging is a powerful tool that allows you to deliver important information to a select group of customers at scale. This is done using a pre-created audience segment .


🔹 Step 1: Go to the “Mail” section

Open the Mail page.

You will be taken to a list of all created emails.
To create a new one, click the green button
➕ ADD A LETTER


🔹 Step 2: Fill out the form

The letter creation page will open.

Fill in the fields:

🟩 Title

Give the letter a descriptive name.
For example: Thank you for your purchase , Activation, Instructions.


🟩 Message text

Insert the newsletter text.
You can use bold, italics, emojis, spoilers—anything to make your message lively and readable.

💡 It's helpful to use emojis, headings, lists, and highlighting, as in the example in the screenshot.


🟩 Attached media (optional)

If necessary, you can add an image, video, or file that users will receive along with the message.


🟩 Audience segment

Select one or more previously created segments .
The message will be sent to all clients who match the segment conditions (stage + tag, etc.).


🟩 Edit/delete rights (optional)

If you want to restrict who can edit or delete a message, specify the appropriate users.


🔹 Step 3: Save the email

Click the SAVE button at the bottom of the form.

The letter will appear in the general list of letters with information:

  • Name
  • The status of the mailing (e.g. "Completed")
  • Number of messages sent

📬 What's next?

The email will be automatically sent to all users in the selected segment. The same users will not be resent unless you create a new email.


💡 Examples of using letters:

  • Thank you for registration or purchase
  • Motivation for the next step
  • Reminder of unfinished action
  • Returning a client from being ignored
  • Current promotions and bonuses
crm campaign emailing

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