Navigating your Series Settings page

Customize the look and feel of your series to set up your series for success.

Head over to the Series settings page, by clicking on the gear icon in the top right corner of your series workspace. Here, you will be met with the Share, Strategy, Design, and Delete subpages where you can decide how you'd like your edition to appear when it reaches your audiences’ inbox.

Table of Contents: 

1. Share page 
   • Send as
   • Link access
   • Subscription preferences
2. Strategy page
   • Series details
   • Cadence
   • Reminders
3. Design page
   • Intro card
   • Color
   • Footer
4. Delete page
   • Delete series

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1. Share page

Send as

You have the option to modify both the sender name and the reply-to email address. If your organization has a custom domain configured, you can also select additional send-from email addresses.

⚒️ How it works: 

• Navigate to the Series settings page by clicking on the gear icon in the top right corner.

• In the Send as section of Share page, you will be able to edit the sender name, reply-to address, and send-from address. 
• The sender name is the name that appears in your recipient’s inboxes.
• The reply-to-email address is the address at which you will receive replies to your series.
• The send-from email address is the email that appears in your recipient’s inboxes if you have set up a custom domain with Axios HQ.
  • ❗Certain send-from addresses may be locked by your account Admins. If you have access to a specific send-from address, you will see it in the send-from dropdown. 
  • If you do not have access to a specific send-from address, you have the option to send from your own email address or noreply@customdomain.com. 
• The reply-to email address will also serve as the sender email address if a custom domain is set up. 
  • If you do not have a custom domain, your recipients will receive the series from noreply@axioshq.com. 
  • If you’d like to set up a custom domain with Axios HQ, reach out to your account manager! You can check out a short explanation on our Custom Domain integration here.
• Make sure to Save changes.

Link access

Manage who can read this series on the web. Each sent edition has a link that you can copy and share.

⚒️ How it works: 

• Navigate to the Link access section of the Share page in your Series settings.
• Each sent edition has a link that you can copy and share. Select between the three link access options.
  • Recipients only: Only the people who were sent an edition can view it on the web.
  • Recipients and current audience: In addition to recipients, everyone in the current audience can access all past editions.
  • Anyone with a link: Your content will be publicly viewable on the web for anyone to access with the link.
• You can copy the Series web link by clicking on "Copy web link'.
• By default, all series will be set to ‘Recipients only’.
• Make sure to Save changes.

Subscription preferences

⚒️ How it works: 

• Navigate to the Subscription details section of the Share page in your Series settings.
• For Series sign-up:
  • Check the box to turn on the link and it will begin to generate.
  • Once the link is ready, you can copy and share it on your website or other platforms. 
  • Anyone with any email can be added to your series audience list.
• For Unsubscribe link:
  • Check the box to turn on the Unsubscribe link. It will be included at the bottom of each edition.
  • You can review unsubscribed recipients on your Readers page. 

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2. Strategy page

Series details

⚒️ How it works: 

• Navigate to your Series settings, by clicking the gear icon in the top right corner. 
• Click on Strategy then navigate to the Cadence section.
• Set the target date by selecting the day and time you intend to send your communication.
• 💡 If you "Save changes" at this step, new drafts will not be automatically created but any manually created drafts will have the target date that is set. 
• To automatically create the edition before your target date, click the box "Create edition in advance."
• Specify the number of days prior to the target date when you would like the draft to be generated.
• Choose whether you want your draft to be generated from a blank edition, the most recently sent edition, or a template.
• If you select "Last sent edition," you have the option to duplicate the assignments from the 
• If you select a template, choose the template you would like to use. 
• Once completed, click "Save changes" in the top right corner. 

Reminders

Keep things on track with email notifications.

🛠️ How it works: 

• Navigate to the Reminders section of the Strategy page in your Series settings.
• Check the box to enable or disable Send edition reminders. You can customize the number of days before the target send date that you want to receive notifications.
• Check the box to enable or disable Overdue notifications. You'll receive an email notification if your edition is 24 hours overdue from its target send date.
• Make sure to click Save changes.

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3. Design

Intro card

Intro card branding.

🛠️ How it works: 

• Navigate to Intro card section of the Design page in your Series settings.
• Click 'Upload' to upload a banner/logo, or you can have none.

• • For Logos, you can choose to have it Left, Center, or Right aligned.
• You can customize your intro card by choosing if you want to show/hide Edition title, Series byline, and Smart Brevity word count. Check the box of each one you want to include in your intro card.
  
  • The byline indicates who wrote the series and appears in every edition’s intro card.
  • Editing your byline in the Series settings page will be applied to all future drafts.

• Make sure to Save changes.

💡 You can also edit the title, byline, and subject line directly in your edition’s intro card. Those changes will only apply to the specific edition that was edited.

Color

Set your brand colors.

⚒️ How it works: 

• Navigate to Color section of the Design page in your Series settings.
  
  • Your selected primary color will be used for the title, block quotes, and polls.
  • Your selected primary and secondary colors can be used for buttons and text. 
  • The background colors that populate are based on the primary color.
• The default Header and Body fonts are: Arial (sans-serif) and Georgia (serif).
• Make sure to Save changes if you make adjustments to your settings.

⭐ Users can set up custom fonts by submitting a request here. 

Footer

Collect anonymous or identified feedback from your audience and add a custom footer, including text and links to social media. 

🛠️ How it works: 

• To turn on/off Feedback:
  • Navigate to Footer section of the Design page in your Series settings.
  • Toggle "Feedback" on to include the feedback block in your editions. 
  • Toggle "Feedback" off to disable the feedback block. 
  • Toggle "Collect individual emails" to enable identified feedback. 
  • Use the Feedback text box to add customized text to your feedback block.
  • View feedback responses in your edition analytics under the Responses tab.
  • 💡 The reader will see the following copy to understand their information will be shared: Your email will be recorded with your response and shared with the sender.
• To add a Custom footer:
  • Navigate to Footer section of the Design page in your Series settings.
  • Toggle 'on' the Customer footer.
  • Select the social media icons that you would like to appear and insert the links for each. If you do not want to include icons, proceed to the next step.
  • Insert the text you would like in your footer. You can bold, italicize, and hyperlink any text. Hit “Enter” on your keyboard to create space between lines of text. 
  • Use the Live preview section to test your links and preview exactly how it will look in your email.
  • Send a test to yourself to confirm and see your footer in action

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4. Delete page

Delete series

Delete your series.

🛠️ How it works: 

• Navigate to Delete section of the Delete page in your Series settings.
• Click 'Delete series' to delete your series.
• You will have 30 days to recover this series before it will be permanently removed.