Newsletters

Owned by
Debby Gibson
Last updated: Jun 26, 2020 by
Marleze Scheepers (Unlicensed)
2 min read

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:

 

There are 2 parts to this process:

  1. Upload Newsletter files (PDF’s) and approve these.

  2. Via the Client Portal, enable the Newsletter menu option.

1. Uploading Newsletter files

  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

  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:

 

Please note that publishing a newsletter on your Client Portal does not send an email notification to your Clients. A Nimbus Professional subscription would allow you to send an email to all Clients via the Email Jobs process.

 

Your business can manage how many newsletters you want to make available in your library, but either removing the Approve flag, or deleting the newsletter completely from the system.