Email Preview Text

Preview Text
This text appears below the subject line in email inboxes. It gives recipients a quick preview of what's inside before they open your newsletter.

Load Blog Posts From Your Website

Load Multiple Posts
Enter your blog page URL to import several posts at once. Use the main blog page address, not individual article links.

Load Individual Posts
Enter a specific article URL to import just one post.

If you're using SiteForward's RSS Feed you can load posts from: http://siteforward.ca/rss-feed

Load Multiple Posts

Load Individual Posts

Header Settings

No Header

Use Image

Looking to create a custom banner? - Try Canva.
Once the banner is created you will need to upload the banner to your website and copy the URL into here

Use Titles

Custom Header

Footer Settings

Using the template?
When adding your name, always include your title and legal entity (e.g., "Investment Advisor, Manulife Wealth Inc.").

Formatting Tip:
To keep your signature on separate lines, hold Shift + Enter between each line:

Your Name
Investment Advisor, Manulife Wealth Inc.

No Footer

Use Template

Custom Footer

Colour Settings

Colour Settings
These colours apply to all posts by default. You can customize individual post colours in the Edit tab if needed.




Style Settings

Style Settings
These styles apply to all posts by default. You can customize individual post styles in the Edit tab if needed.

Rounded Corners
Note: Rounded corners won't appear in Outlook due to email client limitations, but will display in most other email programs.

Post Spacing
Post Border Radius
Minimum Button Width (%)

Edit Newsletter

Newsletter Management

Local (Web browser)
Saves your newsletter in your browser. Quick and easy, but will be deleted if you clear your browser cache.

File (JSON file)
Downloads your newsletter as a file you can save anywhere on your computer for long-term storage and sharing.

Local (Web browser)

Local will let you load/save the newsletter in your web browser.

File (JSON file)

File will let you load/save the newsletter in a JSON file that can be moved around.

Start from a Template

This will overwrite your current Newsletter.

Make sure to save your current newsletter if you think you may want to revert back to it.

Template Thumbnail

Use The Newsletter

⚠️ Compliance Reminder:
If your newsletter includes dealer content, submit it to Sales Communication for review through Red Oak before sending.

Copy HTML Code
For pasting into email platforms that accept HTML code.

Copy Newsletter
For pasting directly into email programs like Outlook (no code knowledge needed).

Download Preview
Saves as an HTML file you can open in any web browser.

Download PDF
Creates a PDF version for compliance review or sharing.

Reset Global/Individual Styles

This will reset the styling of the global and individual posts of the newsletter

Make sure to save your current newsletter if you think you may want to revert back to it.

Search for help

How to Load / Save the Newsletter Options & Posts

If a newsletter has been saved locally you'll receive a popup in the bottom right to quickly load it.

  1. Go to the Load / Save tab
  2. Choose how you want to load/save the newsletter
    • Local will let you load/save the newsletter in your web browser.
      • Save the newsletter will save the newsletter in your web browser.
      • Load the newsletter will load the newsletter from your web browser.
    • File will let you load/save the newsletter in a JSON file.
      • Save the newsletter will save the newsletter in a JSON file.
      • Load the newsletter will load the newsletter from a JSON file.
    • Legacy only use this if you need to load/save with separate JSON files
      (No longer supported)

How to Setup the Newsletter

If you're using SiteForward's RSS Feed you can load posts from: http://siteforward.ca/rss-feed

  1. Go to the Setup tab
  2. Add your blog posts (Hover over the for tips)
    • Load Multiple Posts will load blogs from your Twenty Over Ten blog page (You can even choose how many to load in using the number beside the field)
    • Load Individual Posts lets you Load a single post from a Twenty Over Ten website (Use your blog post's URL link in this field)
  4. Choose your header option
    • No Header will make it so no header appears
    • Use Image allows you to use a banner image
    • Use Titles allows you to enter your own title & subtitle
    • Custom Header allows you to design your own header
  6. Choose your footer option
    • No Footer will make it so no footer appears
    • Use Template allows you to use a premade footer template (This will include the required disclaimers)
    • Custom Footer allows you to design your own footer
  8. Optional: Customize each post's colours by clicking on the coloured box

How to Edit the Newsletter

  1. Go to the Edit Items tab
  2. If you have loaded posts during setup you'll see a list of them here
  3. Clicking the in the top right will create a new post
  4. Clicking the to the right of each post will remove that post
  5. Clicking the to the right of each post will clone that post
  6. Clicking the to the right of each post will allow you to edit the colours for that post
  7. Edit the contents of each post by clicking on the field and typing
    • Title will change the title of the post (Supports HTML)
    • Description will change the description of the post (Supports HTML)
    • Date will change the subtext under the post's title (Supports HTML)
    • Link will change where the "Read More" button directs to
    • Read More will change where the "Read More" button text
    • Image URL will change the image to the left of the post
  9. Re-order your posts using the arrow head icons to the left of each post
    • will move the post to the top/bottom
    • will move the post up/down

How to Submit for Compliance Review

Always save your newsletter before submitting for compliance review, as the review process may take time.

  1. Go to the Use Newsletter tab and click Download PDF
    • This creates a PDF version for compliance review
  3. Go to the Load / Save tab and save your newsletter
    • You'll need to come back to make changes after the review
    • Save locally (browser) or as a file on your computer
  5. Submit the PDF for compliance review in RedOak
  6. Make any required compliance changes
    • If you closed the page, reload your saved newsletter from the Load / Save tab
    • Edit your newsletter as needed in the Edit Items tab
  8. Once approved, you can use the newsletter from the Use Newsletter tab

How to Use the Newsletter

  1. Go to the Use Newsletter tab
  2. Copy Code will copy the code to your clipboard
    • Use this if you're using a CRM and require HTML code
  4. Copy Newsleter will copy the whole newsletter to your clipboard
    • Use this if you're using Outlook/Gmail or posting as a blog on your website
  6. Paste the newsletter/code to where you need it

Newsletter Generator Changelog

To view the changelog for the Newsletter Generator click on the link below:
https://github.com/SiteForward/Newsletter-Generator/commits