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NEW Editor - Video Tutorial Library (2024 version)
NEW Editor - Video Tutorial Library (2024 version)

New video tutorials to get you started easily

Nella avatar
Written by Nella
Updated yesterday

*** IMPORTANT: If your workspace looks similar to the one below, welcome to the new version of Publicate πŸŽ‰
​We keep adding new tutorials regularly and welcome your questions and tutorial requests in chat or to hello@publicate.it πŸ™‚ ****

OR if your workspace looks as below - please check this article instead πŸ™‚ ***

NEW VERSION RESOURCES

To access the tutorial you're looking for faster, just click on the related category below:

Getting Started - Discover the core features

VIDEO

Getting Started 3 min demo

Uploading Content to Your Library

Adding content to your newsletter: just drag and drop!

Editing newsletter text and saving + re-using your default styles

Adding columns and editing column width and images as you go

Resizing an image

Replacing an image

Setting up background colours on rows, columns, elements or the whole newsletter

Hyperlinking text, images or buttons

Editing the spacing between rows and/or elements

Adding any document to your newsletter (PDF, PWT, Google doc etc..)

Generating and refining text via AI

Setting up anchors for Internal Navigation

Duplicating content /

Saving and re-using your content from one newsletter to another

Saving your newsletter as a Template

Adding Content to Your Library

TOPIC

VIDEO

HELP ARTICLE

Uploading Content to Your Library

Connecting Integrations - Automatically adding content to your library

tutorial coming up

Organizing your Library with Folders

tutorial coming up

Creating a Newsletter

TOPIC

VIDEO

HELP ARTICLE

Adding content to your newsletter: just drag and drop

Duplicating content /

Saving and re-using your content from one newsletter to another

Editing text and saving and re-using your default styles

Generating and refining text via AI

Setting Right to Left Text

Click the image to expand it in a new window:
​

Wrapping text around an image

Hyperlinking text, images or buttons

Resizing an image

Replacing an image

Improving images that look blurry /image quality

Setting up background colours on rows, columns, elements or the whole newsletter

Editing column width

Changing the newsletter background colour

Click the image to expand it in a new window:

Changing the newsletter's width

Build as you go

Adding a background image to your newsletter

Adding columns and editing column width and images as you go

Editing the spacing between rows and/or elements

Adding spacing anywhere in your newsletter

Adding any document to your newsletter (PDF, PWT, Google doc etc..)

Adding your document to a Call to action button

Saving your newsletter as a Template

Sending yourself or colleagues or clients a test email

Setting up anchors for Internal Navigation

Adding an 'unsubscribe ' button

Click the images to expand them in a new window:


​Step 1: Drag and drop a button from the Elements menu

Step 2: Set up the button prompt and its link mailto:someone@something.com?subject=unsubscribe in the button's settings:

You'll just need to replace the email address 'someone@gmail...' with your own email address and after the '=' sign you can type any subject line you prefer.

Note: you could use this mailto link with hyperlinked text or an image if you prefer.

In any case, it will open a prefilled email that your recipient can send in one click.
​
​

Recovering a deleted newsletter

Moving Content

Click the image below to expand it in a new window:
​
Hover on the element, row or column you want to move and click the cross icon then drag and drop anywhere you'd like

Replacing a PDF cover image

Adding a 'view in browser ' mention

Design your newsletter faster - pro tips

Adding columns and editing column width and images as you go

Editing newsletter text and saving and re-using your default styles

Saving and re-using your content from one newsletter to another

Generating and refining text via AI

Saving your newsletter as a Template

Sending and Exporting Your Newsletter

TOPIC

VIDEO

HELP ARTICLE

Sending via Outlook ' New Outlook ' version

Sending via Outlook ' Classic Outlook ' version

Sending via Outlook on the web

Sending via Gmail

Sending with your preferred email provider or CRM

Sending via Mailchimp

Send an Email Teaser and ensure perfect rendering 🌟

Sharing ANYWHERE! via

  • Social media (Facebook, LinkedIn etc)

  • Via Microsoft Teams, Slack, What's App or any other messaging app
    ​

  • Via your own CRM Dashboard or Intranet

Sending yourself or colleagues or clients a test email

Downloading your newsletter to PDF format

Click the image to expand it in a new window:

Downloading your newsletter HTML

Click the image to expand it in a new window:

Brand Kit and Saved Styles

TOPIC

VIDEO

HELP ARTICLE

Adding Branded content to your Brand kit

Setting up Brand Content Style, Colours and adding Fonts

tutorial coming up

Removing the Publicate logo

tutorial coming up

Team Workspace Management and Collaboration

TOPIC

VIDEO

HELP ARTICLE

Inviting Colleagues to your Team Workspace

Setting up User Roles and Billing permissions

Copying a Newsletter to another workspace

Accessing your Team's templates

Renaming your Team Workspace

Removing the Publicate logo / 'Created in Publicate' mention

Analytics

TOPIC

VIDEO

HELP ARTICLE

Turning ON newsletter analytics

Viewing and understanding your Analytics Dashboard

Viewing and Understanding Single Newsletter Analytics

Managing your Account

TOPIC

VIDEO

HELP ARTICLE

Upgrading your Plan

(click here to upgrade now)

Updating your Payment method
​(click here to change it now)

Updating your Billing details (click here to change them now)

Managing Billing

Purchasing Additional Team workspaces (click here to do this now)

Changing your Account email and/or password and/or unlinking your Gmail account (click here to do it now)

Click the image to expand it in a new window:

Renaming a Workspace

Troubleshooting and Next features

TOPIC

VIDEO

Contacting us and Accessing Help Resources

You can find all Help resources from the Help tab:

(click the image to expand it in new window)

And we're also happy to help you via the HUMAN in-app chat πŸ™‚

Recording your screen and voice to show us a bug

Please record your screen using this page so we can troubleshoot further and while you're recording open your browser console so we can see any errors. You can open the Console on Chrome by pressing simultaneously the following keys on your keyboard ctrl + shift + j if you use a PC or pressing option+ command + i if you use a Mac.

Providing your newsletter Share URL and useful details for Troubleshooting

Click the images to expand them in a new window:

  • here's how to get your Share URL

  • a screenshot of the discrepancy and confirm it is from your email draft or a recipient's inbox. If it's the latter please confirm the email provider and device they use.

Turning off the previous Publicate extension to use the new one

Requesting New features
​

Contact us on chat or at hello@pubilcate.it

Got questions?

If you have any other questions or we can help with anything else please just send us a note at hello@publicate.it, or use the chat window on the right.

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