Compose the newsletter email body
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to create the HTML email body sent after the personalised greeting.
Where to goAdmin Area → Letter Manager → Email Marketing / Newsletter → Newsletter Email Body
Before you start
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide helps you do
Create the HTML email body sent after the personalised greeting. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Click inside the body editor.
- Enter or paste approved content.
- Use formatting tools only where required.
- Check links and tables.
- Save by starting the validated campaign.
Fields and options
Editor capabilitiesBold, italic, underline, lists, links, tables and code/HTML editing where the loaded editor supports them.
Delivery wrapperThe queue adds the greeting and sign-off around the stored body.
Rules and limits
- A body that is empty after stripping HTML tags is rejected.
Check it worked
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.
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