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Publishing Newsletters

Instructions for self-publishing newsletters, including how to manage and schedule posts.

Updated over 6 months ago

Introduction

Newsletters are ideal for delivering regular, periodic updates about organizational initiatives, practice updates, events, and other team-related news.

Steps

Create a new Newsletter

Access the Newsletter Feature

  1. Go to Site Manager's Tools, which can be accessed via the link in the Profile drop-down menu in the upper right-hand corner of the Home page.

    Profile menu

  2. Go to the newsletter management page by clicking the Newsletters section in the left-hand navigation.

    Display of link to Newsletters interface.
  3. Click on the New Newsletter button to open the Newsletter authoring page.

    Detail image of the New Newsletter button

Add Metadata

  1. Select the team(s) you want to post the newsletter to. You may select as many teams as appropriate or All Teams to post the newsletter to all teams on your Elemeno instance.

    Team selection field in the New Newsletter UI.

    Caution:

    Publishing a newsletter will display the link in the User Activity Panel for everyone on that team. If you are posting to a team with multiple newsletters, please be aware that the User Activity Panel will always display the most recent newsletter.

  2. Select the "Publish At" date for your newsletter. This is the date and time that your newsletter will go live once you have saved it on this page. You can set this to publish immediately by selecting the current date and time.

    Publish date UI
  3. Enter the title of your newsletter. The standard for Elemeno newsletters is title and date, for example, NICU Weekly Update 4/26/2023. That said, many of our clients already have "brand names" for their newsletters. Please use yours if you have one, as that helps with recognition by your team.

    Title data field from the New Newsletter UI.

Add Content

You can create content in two ways: authoring content on the Elemeno platform using Rich Text or uploading a PDF. Select the format that is most appropriate for you.

PDF Upload

Do you already have a standard format for your team newsletter? If so, you can publish a PDF of that newsletter by uploading it directly into the Elemeno Content Management System.

Rich Text

This authoring panel contains commonly used formatting tools.

Note:

If you usually write your newsletter in a program such as Word or Sheets, you can continue composing there and just cut and paste into this field.

Save and Publish

When you have entered your content or uploaded your file, click Save, and your newsletter will go live on the date and time set in the Published field.

Save button in the New Newsletter UI

Display

User Activity Panel

Once published, your newsletter title will appear in the newsletter notification in the User Activity Panel.

User Activity Panel displaying most recent newsletter

Archive

Users can access an archive of all published newsletters via the Newsletters icon in the global navigation on the left-hand side of the app. This will display in descending chronological order.

Screenshot of the Newsletters icon.

Demonstration

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