1. Log into your Practice Panda account at https://portal.practicepanda.com

2. You will first want to check that your lead capture is enabled. On your portal menu, expand "Settings" and click "Lead Capture".

3. It looks like clients are subscribed to the Master List for lead capture. Now that we've confirmed lead capture is enabled, let's make sure our Newsletter service is enabled for lead capture!

4. Now, click on the home button at the top of the page, or click "Home" in the left menu to get back to the Practice Panda portal dashboard.

5. In the left menu, expand "Newsletters" and then select "Client Update", or click the "Monthly Newsletter" button on your dashboard (as shown below)

6. Click on the "Manage Newsletter" button for the newsletter you would like to get a microsite link for.

In the example below, we are clicking the "Manage Client Update Newsletter" for the Update Newsletter.

7. Go into the the "Client Update Newsletter" autosend settings (or whichever service you want to add autosend for).

8. Flip the switch on next to the list you want clients to be able to add themselves to in order for them to be given the option to sign up for the client update newsletter. Everyone on this list will get the newsletter unless they don't choose to sign up for it when subscribing or opt out.

9. Now if you go back to your "Lead Capture" section, you can see that the "Master List" is now set up to receive Newsletters.

When clients click the "Subscribe" button on your site, they will now have the option to opt in/out of the newsletter!

You know have the knowledge to rinse and repeat that process for all the services you're subscribed to! It's really that simple!

For further assistance, please send us a ticket by clicking the following button:

Or, you can reach out to us directly at support@practicepanda.com