Sending/Scheduling Monthly Newsletters

1) Log in to PatientSites Web Editor at client.patientsites.com

2) Click on Emails in the main menu, go to the Monthly Newsletters submenu.

3) Click the Mail icon labeled as "Send email (click for more options)" button under the Actions column (in the row of the newsletter that you wish to schedule to send or send now). This will open the Broadcast Newsletter dialog box.

4) Choose when to broadcast/send the Newsletter to your customers by choosing Start Right Now or Schedule for Later.
If you choose Schedule for Later, you will be able to select the date and time you wish to send the Newsletter out. 

5) Choose who to send the Newsletter to by choosing All Active Users or select a Broadcast Group:

  • All Active Users will send the Newsletter to ALL customers on your list. 
  • A Broadcast Group allows you to select a specific customer group to send the Newsletter to. 

6) Once you're done setting up when and to whom to send the Newsletter to, click the green OK button to save your selection. This will either send the Newsletter out right away, or save the scheduled date and time and send it out then. 

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