How to Configure and Manage Newsletters in Magento 2

how to create and manage newsletters in magento 2

Using newsletters is one of the most effective ways to connect e-commerce stores to their customers. It will help to promote your store, deliver news and updates or draw buyers’ attention to your sales campaigns.

In Magento 2, you will be able to create multiple newsletter templates and send to your send them to your subscribers. Also, it gives you great ability to control the process of sending newsletters as well as to manage the subscriber list.

This tutorial will help you to discover and make use of all newsletter-related functions in Magento 2. Let’s get started.

How to Configure Newsletters

Go to the admin panel, navigate to STORES and choose Configuration under Settings.

(Admin panel => STORES => Configuration)

configure newsletters in magento 2

In the left menu, tap CUSTOMERS and choose Newsletter.

create newsletter in magento 2

Then, you must select both templates and senders for the Success Email, Unsubscription Email, and Confirmation Email.

If you want to send a confirmation email to the subscribers and ask them to confirm their subscription, you must choose “Yes” in the Need to confirm field.

Furthermore, if you allow guests who don’t have an account or haven’t logged in to subscribe to the newsletters, please select “Yes” in the last field.

Finally, click on the Save button to complete the newsletter configuration.

How to Create A Newsletter Template

Go to the admin panel, navigate to MARKETING, and tap Newsletter Template under Communications. On the new page, click on Add New Template button.

(Admin panel => MARKETING => Newsletter Template => Add New Template)

manage newsletters in magento 2

create newsletter template in magento 2

You have to enter the Template name (to manage in the backend), Template subject (seen by the email receivers), Newsletter sender name, and email address.

After that, you can easily edit the content of the template by using the WYSIWYG editor – add text, images, HTML, widget, variables (address, contact, name, …), and so on. It’s worth noting that you should not get rid of the available unsubscription link at the bottom of the template. In many cases, this link is required by law and at the same time, it would show respect to the email openers.

Moreover, it is allowed to customize the email template styles as you want (optional field). Save the template after you complete all settings.

How to Send Newsletters

After saving the newsletter template, you will be moved back to the Newsletter Templates page. Here, find the template that you want to send in the list, then choose Queue Newsletter in the dropdown of the Action column.

newsletter magento 2

Then, it will turn to the Edit Queue page. Here, you have to choose the Queue Date Start and save the newsletter.

send newsletters in magento 2
magento 2 newsletters

Notes: To access this Newsletter Queue list, you can also go to the admin panel, tap MARKETING, and choose Newsletter Queue under Communications.

This Newsletter Queue list will help you to check all newsletters’ status as well as their sending progress.

How to Check for Newsletters Problems

You must go to the admin panel, tap REPORTS, and choose Newsletter Problem Reports under Marketing. (Admin Panel => REPORTS => Newsletter Problem)

magento 2 newsletter problem reports

How to Manage Newsletter Subscribers

You must go to the admin panel, tap REPORTS, and choose Newsletter Subscribers under Communications. (Admin Panel => MARKETING => Newsletter Subscribers)

create newsletters in magento 2
manage newsletter subscribers in magento 2

This page will show all of your newsletter subscribers with their email address, name, status (not activated, subscribed, unsubscribed, unconfirmed). To cancel the subscription of any customer, you must check the box on the first column, then select Unsubscribe in the Action dropdown. Similarly, you can delete any subscribers from the list.

Furthermore, you can export this newsletter subscribers list to CSV/ XML file to serve for other purposes (e.g.: send email marketing through a third party)

export subscribers in magento 2

To sum up, we have shown you how to configure and create the newsletters in Magento 2 as well as how to manage them (send newsletters, check problems and manage subscribers). If you have any problems when following this tutorial, be free to ask us by leaving a comment below. See you in the next tutorial!

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