How to send or schedule a newsletter

📅 Last updated: June 2026

⏱ 3 min read

✅ All plans

In this article, you will learn how to draft, configure, segment, and either immediately send or schedule a bulk newsletter broadcast to your audience segments inside SystemeScale.

What you will need:

A SystemeScale account
An email list with at least one active tag applied (How to create a tag)

Step 1: Create a newsletter draft

Navigate to Newsletters dashboard

In the main menu bar, click on Emails and select Newsletters, then click the Create button.

Configure envelope credentials

In the pop-up window that appears, fill out your primary email parameters: Subject, Sender name, and your verified Sender email address. Select your preferred editor mode to continue.

Understanding editor modes

Classic editor: Optimized for clean, lightweight, distraction-free text-based email communication. Traditional styling toolbars allow you to write and format copy directly.
Visual editor: Operates exactly like our visual page builder canvas. The left panel offers drag-and-drop structural columns, buttons, images, and text boxes to create highly customized graphic layouts.

⚠️

Mid-Session Editor Switch Warning

You can switch between the visual and classic layout engines at any stage. However, doing so will completely overwrite and erase your active formatting canvas progress. Always lock in your layout choice before executing extensive writing blocks.

Step 2: Refine layout configurations & device targeting

Inside the visual layout canvas, clicking any element opens its deep configuration panel in the left sidebar, enabling you to modify font size, item padding, background color tokens, and hyperlink accent shades. You can also manually adjust the maximum structural content width of your message wrapper block.

Device-specific visibility rules

To ensure flawless scannability on both mobile viewports and desktop software monitors, click any block component (such as an image grid, signature block, or text section) and scroll down the configuration settings panel. Check or uncheck the boxes next to Desktop or Mobile options to control visibility. Components restricted to a single viewport type will carry an explicit display label indicator within your administration grid view.

Fluid web typography parameters

When engineering formatting blocks inside either editor interface text toolbar, you can deploy two specialized typographic systems:

Mailbox Default: Passes absolute rendering priority to the recipient's secure email client, displaying text in their system provider's default font.
Adaptive: Instantly calls the recipient's local environment operating system fonts (e.g., Apple system typography blocks for Mac/iOS, Segoe UI assets for Windows, or Roboto layouts for Android). This delivers fast load speeds, clean interface execution, and elite cross-platform uniformity.

Step 3: Map audience settings & advanced segmentation rules

Before launching your broadcast execution block, refine your delivery filter logic inside the main settings section layout area:

Add an attachment: Upload documents or files, which are securely compiled as downloadable text link objects at the footer of your email payload.
Limit recipients by registration date: Restrict message distribution based on member age metrics. For example, configure the engine to target only contacts who have been registered for a minimum of 7 days, leaving newer sign-ups out of the broadcast pool.
Select contacts by tag: Add the target tag segment parameters required to receive the message.
Exclude contacts by tag: Select tracking tags to pull out of the delivery queue.

ℹ️

The Absolute Overwrite Rule for Exclusions

SystemeScale's audience filtering engine treats exclusions as a absolute priority parameter. If a contact carries an excluded tag, **they are permanently removed from the broadcast execution queue**, even if they explicitly hold multiple tags checked in the 'Include' column block.

Dynamic customer profile personalization

To personalize your copy, insert merge substitute shortcode variables (such as first name or email data fields) directly into your text blocks. The server automatically substitutes these with literal profile values upon broadcast generation. To transform raw token text into a functional link element, highlight the shortcode, click the link symbol token in the text editor bar, and drop the shortcode string straight into the URL input container.

Step 4: Save, test, or schedule execution pathways

Once your content parameters are locked, use the dashboard actions toolbar to determine your delivery method step:

Save and test: Saves your current draft data and sends an immediate test delivery copy directly to your verified testing inboxes for preview validation.
Save and send: Saves your broadcast draft and pushes the newsletter into the active outbound server pool for immediate delivery to your included tag segments.
Save and schedule: Programs your newsletter delivery for a precise calendar date, time index, and timezone.
Save draft: Retains your text and layout data structures as a work-in-progress draft.
Create an A/B test: Sets up a split-testing loop for your subject line parameters or layout assets (How to set up an A/B test for your newsletters).

✉️

How to confirm your email sender address

Is your test newsletter delivery failing to arrive in your personal inbox? Learn how to verify your sender credentials to activate your outbound relays.

Confirm Sender Address →

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📄 How to resend a newsletter to those who did not open it → 📄 How to delete a newsletter → 📄 How to set up an A/B test for your newsletters →