The Create a Newsletter section has four tabs: Newsletter Title, Choose Articles, Design Settings, and Schedule. You will progress through each of these pages by clicking Save and Next. Once you reach Schedule, you will actually send out your Newsletter.
If you don’t have time to complete your Newsletter in one sitting, you can save it and come back to it later. Be aware, though, that incomplete Newsletters are not saved forever. If you login session expires, you may lose your progress, and have to start over.
To start your Newsletter, enter the Title and click Save.
On this page, you can choose the articles you will use in your Newsletter. The list at the top of the page includes all available articles. Using the check boxes provided, you can filter this list by hiding library articles or articles that have been archived. Clicking the top bar allows you to sort them by Title, Date created, or the number of Times Sent.
To add an article to your Newsletter, click the blue “ + ” button in the Include column. As you add articles, they will appear in the bottom list. Using this list, you can change the order the articles appear in the Newsletter with the arrows on the right. You can also choose one Featured Article, which will appear in a column on the right-hand side of the Newsletter.
If you click the blue Manage Links button, you will have the option to add up to four links in your Newsletter. You might use these to link to your website, or to resources your patients might find helpful or interesting.
Clicking the blue Manage Affiliations button will bring up a list of logos that can be added to your Newsletter automatically, complete with links to their respective websites.
Clicking the Create Custom Article button will allow you to create your own article that can be added to the current Newsletter or saved for later use. This is covered in the Managing Articles page.
On the Design Settings page, you can use the drop-down menu to choose which banner will be used for your Newsletter. You can choose from the pre-made banners available, or use your Custom Banner, which will be the default option.
You can also make changes to the Newsletter colors using the boxes below the banner: the left two boxes change the text and background colors of the header and footer (where the Newsletter title and your office address are located), and the right set of boxes changes the color of the article titles.
Alternatively, you can use the Set Colors to Match Banner button to use colors complimentary to your banner, then match your articles to these colors using the Match Article to Newsletter Colors. The Preview button allows you to view your changes before saving.
Using the Schedule page, you can choose recipients for your Newsletter, and schedule when it will be sent. When selecting recipients, you have a few options available:
You will be able to see the Newsletter on the Newsletter History page under the Scheduled tab. If you decide you don’t want to send it, you can delete it from there.
When you have completed your Newsletter, be sure to click the Finish button.
Members of our support team are available Monday through Friday, from 6:00 AM until 5:00 PM Pacific. You can reach us Toll Free at 888-416-8431.