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Your Nimbus Client Portal allows for you to publish a library of Newsletters which are then accessible by all of your Clients. You no longer need to keep these on your website, or even send out emails to your Clients, as they are able to “self-serve” from the newsletter library.

Watch the Video:

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There are 2 parts to this process:

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  1. Login to your Nimbus account with Admin access

  2. Select Admin / Newsletters

  3. Click the “New Newsletter” icon on the top right of the Toolbar

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  4. The new dialog displays:

    1. Enter the Header text - this will display the title of the newsletter

    2. Enter any lead in text - this is any additional text which will display underneath the Newsletter Title

    3. Click the Folder icon to upload a copy of the PDF of the Newsletter. Generally this file will be stored in a Green Business Folder called “Newsletters.

    4. Approve the publication of the Newsletter so that it is visible by Clients.

    5. Click the Update button to complete the process.

  5. Once the Newsletter is published, it will be visible via the Client Portal similar to the screen shot below:

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