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Onboarding a new JE Author
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Written by Bertie
Updated over a week ago

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Table of Contents

Creating A New Newsletter Publication

  1. Through the Navigational Menu click Publications

  2. In the top right corner, click New Publication

  3. Select Newsletter

  4. Select Journalist Entrepreneur as the Newsletter Type

  5. Complete the remainder of the form

    1. Primary Author - If the primary author already has a Bertie account, select the author. Otherwise continue the rest of the steps until Section 2.

    2. Remove Paywall - Toggling this on will remove the Newsletter Paywall on Forbes.com and anyone can view the issues without subscribing

    3. Embargo - Toggling this on will allow only logged in Bertie user to view the page on Forbes.com

  6. Newsletter Settings are controlled in Piano

    1. Please contact Katie W for more details on IDs

    2. Select the appropriate Email Format

  7. Click Create

Inviting Writers to A Newsletter Publication

Any new users associated with a Newsletter Publication should have an individual contributor page also referred to as a people page. The URL to these pages would follow the following structure: www.forbes.com/sites/publicationName/people/personName

How To Invite A New Writer

  1. Once you've created a new Newsletter Publication, navigate to the Newsletter's Settings by going directly to it after creation or by searching for it in the Publication List

  2. Navigate to the Member's Tab

  3. Click on the + icon

  4. Click on Invite New

  5. Fill out the required information

  6. Choose an appropriate Role. For more info on roles, please refer to this help article.

  7. Click Invite & Add Member

  8. The new writer will receive an invitation to Bertie.

How To Invite An Existing Writer

  1. Once you've created a new Newsletter Publication, navigate to the Newsletter's Settings by going directly to it after creation or by searching for it in the Publication List

  2. Navigate to the Member's Tab

  3. Click on the + icon

  4. Search for the Existing Writer

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