Newsletters

How to use this page

1. 1

   Open Newsletters

   If you work across clients, choose the client in the sidebar first. Open Agents, then Newsletters. The table lists that client's newsletters, most recently updated first.

2. 2

   Review the library

   Each row shows the Name (the subject), Status (Draft, Approved, Scheduled, Sending, Sent, Needs review, Stopped or Failed), Recipients, Updated date (in your own time zone) and Open. For an unsent issue, Recipients shows how many people it would reach now, the same count as its Preview; it reads Audience not checked if that count could not be loaded. Once an issue goes out, it shows how many were sent and failed. A daily delivery shows how many were accepted for delivery out of the total. Drafts saved privately on the Newsletter audience page show their saved count. Select a name or Open to work on it. On a phone, each newsletter shows as a card.

3. 3

   Complete sender details

   A Client Admin, an authorized SalesHive administrator or a strategist with access to this client can complete setup; other users see a note saying who can. Under Set up your newsletter, open Sender details. Check Sender name, Reply email and Business postal address, then select Save sender details and wait for confirmation. Your business name is shown as the sender, using the displayed SalesHive From address; replies go to Reply email. Your postal address and an unsubscribe link appear in each newsletter. No separate newsletter account or mailbox connection is needed. Sending from your own domain is not available here. If the sending service is unavailable, ask your SalesHive team to finish setup.

4. 4

   Preview and import existing subscribers

   Open Bring your existing subscribers. First add any missing people to Contacts. Select Download CSV header and prepare email,status,opted_in_at,consent_text columns. Use subscribed status, each original opt-in timestamp with its time zone, and the exact consent wording. Files support up to 10,000 rows and 2 MB. Enter Subscriber source, choose Subscriber CSV and select Preview subscriber import. Review new records and the excluded, duplicate, unmatched, ambiguous, inactive, previously withdrawn and already-recorded counts. Confirm that the file is an existing subscribed list with original evidence, then select Import for the displayed number of subscription records. Wait for confirmation. This records permission for matching contacts only; it creates no contacts and sends nothing. Unsubscribes, blocks and delivery checks still apply.

5. 5

   Start a new newsletter

   Select New newsletter. Enter a Name and, in Topic and audience, describe what the issue should cover and who it is for. Select Create newsletter. It is created as a draft and opens on Chat, where your agent reads your brief and writes the subject and body. Nothing is sent until it is approved. Consecutive tool calls share one row with the current action and a count while work runs. Select the row to expand the actions in order. When finished, it reads Used N tools. Files and other results stay visible while the row is collapsed; a single tool call keeps its own row. While the agent works, the animated SalesHive mark shows Working, or Finishing response as the reply closes. A queued message stays below the active reply and can be sent after the current work stops. An explicit wait tool appears in its tool row with its reason and a countdown to the next check; only that wait provides an active countdown. There is no whole-reply elapsed timer while it runs, though a completed reply footer may show the recorded duration. Read the transcript for the result. If the agent offers an app connection button, select it to connect, reconnect or manage that account. Google Analytics and Search Console open the current company's reporting setup in a dialog. Enter credentials only in the connection form, then ask the agent to check the saved connection before continuing. If Chat says AI chat is unavailable for this workspace's current account status, contact your SalesHive team to review access. Starting another chat or sending another message cannot begin AI work until access is available.

6. 6

   Edit the draft yourself

   A Client Admin, an authorized SalesHive administrator, or a strategist with access to this client sees an Edit section on an open draft; other users and newsletters that are already scheduled, sending or finished do not. Open Edit to change the Subject (up to 250 characters, one line) and the Message. The message keeps its existing layout, images and styles. Use the formatting toolbar for Bold, Italic, Underline, Bulleted list, Numbered list, Align left, Center, Heading, Paragraph, Remove link, Undo and Redo. To add a link, select the text, choose Add link, enter an https:// or mailto: Link address and select Apply link. Pasted text comes in as plain text and adopts the surrounding formatting; dropped files and images are ignored. Clicking a link in the message does not open it. Select Save draft; the status beside it reads Unsaved changes until the save is confirmed, then All changes saved, and a message suggests opening Preview. Saving keeps the newsletter a draft and clears any earlier approval, so it must be approved again. Your sender details and unsubscribe footer are added in Preview, not in Edit. If you try to leave with unsaved changes, you are asked before they are discarded. Daily delivery is not shown in Edit or Chat; open Preview or Results to see it.

7. 7

   Check the preview

   Open Preview to check the subject, From name and address, Replies address, audience count and newsletter body. For a draft, the count is how many people are eligible now, and with a saved daily plan it also says the minimum number of days. After approval it shows how many recipients were included at approval. Complete newsletter setup before sending if prompted. If nobody would receive the issue, Preview says so and does not ask for approval. If content is missing, Preview says so; use Edit to write your message, or ask your agent in Chat. Imported email layouts keep their safe inline styles in Preview and in the sent email. After changes, check Preview again before approving.

8. 8

   Approve and send

   When the preview is right, tell your agent in Chat that you approve sending it. If its finished reply shows an approval card, select Approve for that exact preview or Decline to ask the agent not to send it. Decline keeps your draft message and asks the agent to preserve the report and private notes; the card then reads Declined. To see the newsletter in your own inbox first, ask for a test and give the address to send it to.

9. 9

   Plan a daily delivery (Client Admin)

   For a large list, open the draft. Daily delivery appears above Preview and Results (not in Chat or Edit). Tick Send 10,000 per day, choose the Start date and time and the Timezone, then select Save delivery plan. Then review the newsletter and approve the full plan in Chat; saving the plan alone sends nothing. Up to 50,000 subscribers go out in groups of 10,000 a day, each person once, and unsubscribed or no longer eligible contacts are skipped. Allow at least five days for 50,000. After approval, the panel shows Scheduled, Complete, Needs review or Stopped, with accepted, skipped and remaining counts and when the next batch is due. Select Refresh delivery to update it.

10. 10

    Check the results

    Open Results to see the Status, how many were Accepted for delivery out of the total, how many Failed, when it was sent (in GMT), who approved it and any problem recorded. Accepted means the email service received the message; it does not confirm inbox delivery. Results also covers scheduled, stopped and held daily deliveries. An unsent newsletter says it has not been sent yet.

11. 11

    Choose whether agents may send without asking (Client Admin)

    In the library, tick Let agents send newsletters without asking to let the client's scheduled agents send a finished newsletter to its saved audience, at most once every 6 days. Leave it unticked and agents only write drafts; a person approves each newsletter in Chat. It saves as soon as you click. Other users see the setting but cannot change it.

What the buttons do

New newsletter / Create newsletter

Opens the form with Name and Topic and audience, then creates the draft and opens its Chat. Cancel or Escape closes the form and returns keyboard focus to New newsletter.

Let agents send newsletters without asking

Off by default. When ticked, the client's scheduled agents may send a finished newsletter to its saved audience, at most once every 6 days. Live chats still ask for approval of each send. Only a Client Admin can change it.

Name / Open

Opens the newsletter on Preview. Newsletters saved as private drafts on the Newsletter audience page open there instead.

Newsletters (back link)

In an open newsletter, returns to the library.

Chat / Edit / Preview / Results

The sections of an open newsletter: work with your agent, edit the draft's subject and message yourself, see the newsletter and its audience size, and see the send outcome. Edit appears only on a draft, for people who can edit it. On a phone, choose them from the section menu; with unsaved edits, the menu asks before leaving.

Save draft / Add link / Apply link

In Edit. Save draft stores the subject and message for review and stays disabled until something changes and the subject is not empty. Add link turns selected text into a link once you enter an https:// or mailto: address and select Apply link; Cancel closes the link form. Remove link unlinks the selected text.

Refresh delivery

Reloads the daily delivery status and counts. Use it if the panel says the newsletter or selected client changed.

Stop future batches / Confirm stop

Client Admin only, on a scheduled or held delivery. Stops every remaining batch. Emails already submitted cannot be recalled. Keep delivery cancels the stop.

Send 10,000 per day / Save delivery plan

Client Admin only, on a draft. Sets the start date, time and timezone for a daily delivery of up to 50,000 subscribers. The plan still needs approval in Chat, even when agents may send without asking.

Sender details / Save sender details

Check and save the sender name, reply email and business postal address. The From address is supplied by SalesHive. Sender details cannot change while a newsletter is sending or scheduled; finish or stop it first.

Refresh (newsletter setup)

Reloads saved sender details and the current eligible-subscriber count.

Bring your existing subscribers / Download CSV header

Opens the evidence-based subscriber import and downloads its four-column CSV header.

Preview subscriber import / Import subscription records

Checks the chosen file and source, then imports only new matching subscription records after you confirm the original evidence.

See all audience exclusions

Shown below the audience summary to people who can complete newsletter setup: a Client Admin, an authorized SalesHive administrator or a strategist with access to this client. Opens Newsletter audience to review eligibility and exclusion totals.

Common questions