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Newsletter

Newsletter lets you create, schedule, and send email newsletters directly from graph8 - no third-party tool needed. Every open, click, and unsubscribe feeds back into your lead scoring and audience targeting.

Why It Matters

Most teams use a separate newsletter tool (Mailchimp, Beehiiv, ConvertKit) alongside their sales platform. That creates data silos - newsletter engagement never reaches your pipeline. graph8 Newsletter closes that loop: a prospect who clicks a pricing link in your newsletter becomes a warm lead in your outbound sequences automatically.

How It Works

  1. Go to Studio → Campaign and click Generate
  2. Select Newsletter as the campaign type
  3. Choose a goal and describe your newsletter direction
  4. graph8 generates 5 newsletter ideas with AI
  5. Push your favorite idea to a campaign - 9 newsletter-specific documents are generated automatically
  6. Go to the campaign dashboard and click Create New Issue to compose your first newsletter
  7. Write your content, preview it, and send

Newsletter Documents

When you create a newsletter campaign, graph8 generates 9 strategic documents tailored to newsletter publishing:

DocumentWhat It Does
Newsletter BriefMission, positioning, and value proposition to subscribers
Content Pillars4-6 recurring themes mapped to subscriber pain points
Editorial Calendar12-issue plan with themes, hooks, and CTA focus per issue
Tone & Voice GuideVoice traits, DO/DON’T examples, newsletter vs sales email comparison
Subject Line Bank30+ subject line formulas grouped by psychology type
CTA PlaybookCTA types, placement rules, and rotation strategy
Subscriber PersonaIdeal subscriber profile with engagement triggers
Growth PlaybookSubscriber acquisition channels, targets, and list hygiene
Performance BenchmarksIndustry benchmarks, health score framework, SES thresholds

These documents appear in the campaign sidebar. Click any document to view it as a rich, structured page - not raw text.

Creating Issues

Each newsletter send is called an issue. To create one:

  1. Open your newsletter campaign in Studio → Campaign
  2. Click Create New Issue in the dashboard sidebar
  3. Fill in the subject line and preview text
  4. Write your HTML content in the editor
  5. Optionally map to an editorial calendar issue number for tracking
  6. Click Save Draft or Send Now

Issue Statuses

StatusMeaning
DraftNot yet sent - still editable
ScheduledQueued for future delivery
SendingCurrently being delivered via SES
SentDelivery complete - metrics tracking active
FailedSend failed - check SES configuration

Send Validation

Before an issue can be sent, graph8 runs a preflight check:

  • Confirmed subscribers — only confirmed subscribers count toward the send (double opt-in pending subscribers are excluded)
  • Suppression check — bounced and complained subscribers are skipped
  • Domain status — sending domain must be Verified
  • Required fields — subject, preview text, and HTML content must be present

If any check fails, the Send dialog blocks the action and lists what to fix. The issue editor scrolls into long content automatically so you can review before sending.

Engagement Tracking

Every newsletter issue tracks these metrics automatically:

MetricWhat It Measures
DeliveredEmails that reached the inbox
OpenedUnique opens (pixel tracking)
ClickedLink clicks with URL tracking
BouncedHard and soft bounces
UnsubscribedOne-click unsubscribe actions
ComplainedSpam complaints from ISPs

Data loop: Opens and clicks publish lead signals to graph8’s scoring engine. A subscriber who clicks your pricing link gets scored higher in your outbound campaigns - automatically.

Subscribers

Newsletter sending is subscriber-based — every send targets a list of confirmed subscribers, separate from your outbound audiences. Each subscriber has their own status, preference center, and engagement history.

Subscriber Statuses

StatusMeaning
PendingConfirmation email sent, waiting on double opt-in
SubscribedConfirmed and receiving newsletters
UnsubscribedOpted out via one-click unsubscribe or preference center
BouncedHard bounce — automatically excluded from future sends
ComplainedMarked as spam — automatically excluded across all graph8 modules

Adding Subscribers

You can populate a newsletter’s subscriber list in three ways:

  • Promote from an audience — convert an existing graph8 audience into subscribers (a confirmation email is sent if double opt-in is enabled)
  • Manual add — paste emails or upload a CSV from the Subscribers tab
  • Public signup form — embed a subscribe form on your site; submissions trigger the double opt-in flow

Setup Checklist

When you open a newsletter campaign for the first time, the Setup Checklist shows what’s left before you can send:

  1. Verified sending domain
  2. At least one confirmed subscriber
  3. From name and reply-to address configured
  4. Newsletter content drafted

The checklist runs against your subscriber list (not audience size) and updates in real time as you complete steps.

Compliance & Hygiene

graph8 handles compliance automatically:

  • Double opt-in — new subscribers receive a confirmation email; only confirmed subscribers receive issues
  • One-click unsubscribe (RFC 8058) — included in every email; clicking unsubscribes immediately without an extra click
  • Preference center — secure HMAC-signed tokens give subscribers a per-newsletter preference page (no login required)
  • Bounce management — hard bounces automatically suppress the subscriber
  • Complaint handling — spam complaints suppress the subscriber across newsletter, outbound, and every other graph8 module
  • NULL email guard — subscribers without valid email addresses are filtered from sends

Settings

Newsletter settings live at two levels: org-wide defaults and per-newsletter overrides.

Org-Level Settings

  1. Go to Settings → Newsletter
  2. Configure your sending domain (subdomain verification via DNS)
  3. Set default sender values (From Name, From Email, Reply-To)
  4. Enable double opt-in (recommended)
  5. Set warmup daily limits for new domains

Per-Newsletter Settings

Each newsletter campaign can override the org defaults — useful when you publish multiple newsletters from the same org with different brands or sender identities.

Open the newsletter campaign and go to the Settings tab to set per-newsletter:

  • From Name and Reply-To (override org default)
  • Sending domain (pick from verified domains via the domain picker)
  • Subscribe / unsubscribe redirect URLs
  • Footer customization (legal address, brand)

Domain Verification

To send newsletters, you need a verified sending domain:

  1. In Settings → Newsletter → Domains, enter your subdomain (e.g., updates.yourcompany.com)
  2. Click Verify Domain — graph8 generates the required DNS records
  3. Add the TXT record and 3 CNAME records to your DNS provider (records are shown with copy buttons and per-record verification status)
  4. Click Re-check to verify — most DNS providers propagate in 15–60 minutes
  5. Once all records show Verified, the domain is available in the per-newsletter domain picker

The DNS UX shows live verification state per record, so you can see exactly which entry is missing or misconfigured.

Campaign Dashboard

Newsletter campaigns have a specialized dashboard. When you open a newsletter campaign, you’ll see:

  • NEWSLETTER badge next to the campaign name
  • Newsletter Content card with deep links to issues and subscriber management
  • Strategic assessment and readiness score from AI analysis
  • Risk assessment specific to newsletter operations

Outbound-specific features (sequencer, audience pipeline) are hidden for newsletter campaigns.

Next Steps