Email Newsletter Setup

Template, list, and sending access for a client newsletter.

6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL

IntakeFlowSAMPLE PORTAL · DUMMY DATA

Email platform login (Mailchimp/ConvertKit/etc.)Secure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
Subscriber list export (CSV)File upload
Skip if the list already lives in your platform.
attachment.pdfuploaded
Brand assets (logo, fonts, colors)File upload · REQUIRED
acme-logo-primary.svguploaded
Content sources (blog, socials, links)Text answer · REQUIRED
Where should newsletter content come from?
Sample answer — this is what a client's reply looks like.
Send frequency and preferred dayText answer · REQUIRED
Sample answer — this is what a client's reply looks like.
Newsletter examples you likeText answer
Paste 2–3 links.
Sample answer — this is what a client's reply looks like.

Want this checklist branded for your studio?

IntakeFlow sends any template as your own client portal — your logo and colors, auto-saving answers, reminders, and one-click review.