Messenger newsletters are one of the most powerful tools in the arsenal of our CRM system. They allow you to deliver important messages to your customers quickly, accurately, and in a personalized way: whether it’s a thank you, an offer, a reminder, or a funnel return. In this guide, we’ll walk you through step-by-step how to create a newsletter and give you practical tips to make it really effective.
Step 1: Go to the “Mail” section
To get started with mailings, go to the CRM interface and open the “Mail” section (or another section related to sending messages to customers).
You will see a list of all previously created messages, including their statuses (sent, scheduled, draft, etc.).
To create a new message, click on the button:
➡️ “Add an email” (usually green and with the icon “➕”).
Step 2: Fill in the form to create a letter
After clicking on the button, you will be passed to creating a new e-mail. Here it is important to fill in all fields carefully.
🟩 Title of the letter
The name is only displayed within the CRM and is for your convenience. It will help you and your team navigate through the newsletters.
Examples of titles:
– “Thank You for Purchase 2025”
– “Payment Reminder”
– “Account Activation”
– “Retry Conversion”
🟩 Message Text
This is the key element of the newsletter – what the customer will receive in the messenger.
What is important to keep in mind when writing:
– The message should be concise but informative.
– Use headings, bold text, italics, emoji – this helps to visually structure the message.
– Start with a clear appeal or first point (reason for mailing).
– Add a call to action (go to, activate, ask a question, etc.).
An example of a good text:
“🎉 Thank you for registering!
We’ve prepared a bonus for you – a free guide to launching your first advertising campaign.
📥 Get: [link].
If you still have questions, post right here!“
💡 It is useful to test the text on yourself – read it aloud. If it sounds lively and understandable, it means that the client will like it too.
🟩 Attached media files (optional)
You can add:
– 📷 Images (e.g. product cover or campaign banner)
– 🎥 Videos (instructions, presentations)
-📎 Files (documents, PDF guides, checklists)
Media can greatly increase engagement and clickability of posts.
Step 3: Select an audience segment
Segmentation is the foundation of effective communication. Mailings to the entire base are rarely a good idea.
Select the segment of customers to whom you want to send the message.
Segments are usually created in advance by conditions:
– funnel stage (e.g., “New,” “Warm,” “Re-sell”)
– tag presence (e.g., “Was on webinar,” “VIP,” “Lost”)
– activity (e.g., “Haven’t responded in 14 days”)
📌 Before sending, check if the customers in the segment actually match the email task.
Step 4: Configuring access rights (optional)
If more than one person works in the CRM, you can specify who has the right to modify, send or delete a mailing.
This helps to avoid accidental changes or duplicate actions in the team.
Step 5: Save and send the email
Once all fields are filled in, click the “Add/Save” button.
The email will appear in the general mailing list where the information will be visible:
– name
– mailing status (e.g. “Scheduled”, “Completed”, “Error”)
– number of recipients
– date and time of sending
If the mailing is set as instant – it will be sent immediately after saving. If a delayed time is selected – it will wait for the right moment.
What happens after it’s shipped?
The message will be automatically sent to all users within the specified segment. Re-sending to the same customers will not happen, unless you create a separate email.After the mailing you will be able to see statistics: how many delivered, how many read, how many clicked on the link, etc.
💡 Examples of newsletters that work
– Onboarding: step-by-step activation after registration
– Re-contact: a reminder for those “stuck” in the funnel
– Return: message to inactive customers
– Retention: valuable tips, tutorials
– Sales: promotion launch, bonuses, personalized offers
– Support: links to help, instructions, chat with manager
🧷 Tips on how to make your mailing list more effective:
– Don’t make your emails too long – it’s better to break the information into 2-3 emails.
– Use the customer’s name if the CRM allows substitution of variables.
– Try to make sure every email provides value, not just a sales pitch.
– Analyze statistics and refine mailings based on results.
– Test different approaches: texts, headlines, formats – and leave only the ones that work.
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