External Mail Systems

New to Newsletters? Start with our introductory guide:  INTRO: Newsletters

Looking to use Localist with MailChimp or another external mail system? No problem! You can export content built using Localist’s newsletter tool. This will grant you access to more robust newsletter metrics while still allowing you to quickly and efficiently populate a newsletter with event-related content.


Building or Identifying Content to Use

There are two ways to accomplish this, via the newsletter builder or the widget builder.

Newsletters

1. In your admin dashboard, navigate to Content > Newsletters

2. On the Newsletters page, select an existing newsletter or to create a new newsletter, click +Add Newsletter

3. While in the newsletter’s edit form, you will see Email Preview and Browser Preview above the content.

  • Email Preview:  This option will prompt you to enter an email address so that Localist can send you an email version of your completed newsletter.
  • Browser Preview:  This option will open the newsletter in another browser.

4. Select Browser Preview

5. While on the Browser Preview page, right click and view the page source.

6. Copy the resulting HTML and paste it into your external mail client.


Widgets

1. Navigate via Content > Widget Builder

2. After specifying the widget parameters, select the Preview Widget button.

3. While on the Preview Widget page, right click and view the page source.

6. Copy the resulting HTML and paste it into your external mail client.


Exporting Localist User Data

If you would like to include Localist users in a newsletter being sent from an external service follow these steps:

1. In your admin dashboard, navigate to Users > All

2. Select Download User List

This will export a CSV of  all available user information.

Note:  Only platform admins have access to the Users page.