All Collections
Monthly Newsletter(s)
Remove/add articles from your newsletter(s)
Remove/add articles from your newsletter(s)

Remove or add articles to your newsletter during the preview week

Updated over a week ago

NOTE: In order to remove/add articles, the newsletter MUST be in the preview phase (not sent out yet). Once the newsletter is sent out, articles cannot be added or removed. There is a banner on the newsletter in the "Monthly Newsletter" area that says "Preview available" when the preview is available.

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

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

3. Click on the "Manage Client Update Newsletter" button

4. Scroll down and click on "Manage articles in your upcoming newsletter" under "Article display management".

NOTE: The article must be in preview before you can adjust the articles that are being displayed. If it's not available, you'll see the button greyed out as shown in the below screenshot

5. Here, you can click the switches next to each article to turn them on or off. You can click the "Preview article" button next to an article to read the article to decide if you want to include it in your newsletter. If you decide not to include an article, be sure to customize your introduction to reflect that!

Did this answer your question?