Creating your documents

Creating a newsletter

A newsletter is a document comprised of multiple articles that you choose from our content library, and a welcome message that you have the option to customise.

Each newsletter, like all documents created in Advant Plus, is fully branded with your logo, corporate colours, contact information, and, if you like, an adviser or team photo.

Newsletters are produced in HTML format – click here to view an example. You can also send to Mailchimp to send as a HTML email, post to social media, or download your newsletter as a PDF.

To start creating your first newsletter, simply log in to Advant Plus, click the ‘+ New document’ button.

When the New document pop-up appears on your screen, select Newsletter.

1. Choose a title for your document

The default title for your newsletter is the current month and year (e.g. January 2024), but you’re able to title it whatever you like – e.g ‘Summer Update’, ‘Practice News’.

2. Select your cover image

Your cover image appears on the very first page of your newsletter – we select these images carefully and try to include a broad range of different options to appeal to various client demographics and work with different logos and corporate identities, so you will be able to select one appropriate for your practice.

3. You have the option to select an adviser photo

You can add a photo (e.g. adviser or team photo) to your newsletter that will appear above your contact details.

4. Introduction

Your welcome message is a space for you to add some of your own personality to your newsletter, share news, and really engage your clients. You can write whatever you want in this space, but if you’re pressed for time (or ideas), this section does come pre-loaded with a welcome message, which we update monthly including an economic update.

If you’re planning to download a PDF of your newsletter, make sure that you do not exceed 17 lines of text within this text box and only select articles with a green PDF available tag.

5. Select your articles

To create a newsletter, you can select as many articles as you would like. To select an article, just click the box next to the article title until you see a tick appear in the box; to unselect an article, click the square again.

To preview an article before selecting it, click the article thumbnail.

Note: You have the ability to create your own article and add this to your newsletter.

Re-ordering articles

Advant Plus lets you change the order your articles appear in. To change the order of the articles you’ve selected, just drag your articles up or down using the double-ended arrow.

6. Select Save

Once you’re happy with your changes and selections, it’s time to create your newsletter! Don’t worry – you can always go back and change things later. For now, click the blue ‘Save newsletter’ button.