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Create or Clone a Newsletter

You can design Edge Broadcast newsletters from scratch, or clone an existing newsletter to use as a template. You can include articles, images, and Facebook and Twitter posts to keep your newsletters fresh and relevant.

Open Edge Broadcast Service

Select Services from the Tasks section of the Home ribbon bar and choose Broadcast. Then choose the Open Edge Broadcast option from the Tools section of the window. Or, navigate to https://edgebroadcast.ortho2.com. The Edge Broadcast application main window will open in your default browser.

Create a Newsletter from Scratch

When you create a newsletter from scratch, you get to choose the layout and other details that truly personalize your publication exactly the way you want it.

Create the Newsletter

To create a newsletter from scratch, click Create from the Edge Broadcast main window, or from the ribbon bar at the top of the screen. If you are not already logged into Edge Broadcast, enter the email address and password associated with your Edge Broadcast account.

Choose a Layout Template

Browse the newsletter templates provided, and click Select Template to choose the one you want to work with. Choose the template that most closely matches what you want your final newsletter format to look like, to help keep design changes to a minimum. Once you choose the layout, the Newsletter Settings window opens for you.

note

Once you create a newsletter, you cannot change the template it is based upon. You can, however, use newsletter settings and editing tools to change the newsletter layout however you want.

Newsletter Name / Color Settings

The Newsletter Settings window includes a name, email subject, and description for your Edge Broadcast newsletter, as well as the color theme. This window opens for you automatically after you select the layout for a new newsletter, or you can open it for existing / cloned newsletters from the Newsletter List. The name and description are for your use only: Newsletter recipients will not see these fields. However, the email subject will be included in the message that recipients see when you publish your newsletter. See "Edge Broadcast Newsletter Settings" for details.

Newsletter Contents

Use the Edge Broadcast newsletter editor to enter text, hyperlinks, images, and social media posts you want to deliver to your patients, parents, and professional associates. The editor opens automatically after you confirm the newsletter settings for a new newsletter; or, you can open it for an existing / cloned newsletter from the Newsletter List. See "Edit Edge Broadcast Newsletter Contents" for details.

Clone a Newsletter

Once you create an Edge Broadcast newsletter that fits your practice, we suggest you clone that newsletter the next time you want to publish an issue, rather than creating each newsletter issue from scratch.

Open Your Newsletter List

Click Newsletters from the Edge Broadcast main window, or click Newsletter List from the ribbon bar at the top of the screen. If you are not already logged into Edge Broadcast, enter the email address and password associated with your Edge Broadcast account.

Clone a Newsletter

Find the newsletter you want to copy, and click Clone to make an exact copy of it. You can then find your cloned newsletter in the Newsletter List, and update the settings, or edit the newsletter as needed.

Newsletter Name / Color Settings

The Newsletter Settings window includes a name, email subject, and description for your Edge Broadcast newsletter, as well as the color theme. This window opens for you automatically after you select the layout for a new newsletter, or you can open it for existing / cloned newsletters from the Newsletter List. The name and description are for your use only: Newsletter recipients will not see these fields. However, the email subject will be included in the message that recipients see when you publish your newsletter. See "Edge Broadcast Newsletter Settings" for details.

Newsletter Contents

Use the Edge Broadcast newsletter editor to enter text, hyperlinks, images, and social media posts you want to deliver to your patients, parents, and professional associates. The editor opens automatically after you confirm the newsletter settings for a new newsletter; or, you can open it for an existing / cloned newsletter from the Newsletter List. See "Edit Edge Broadcast Newsletter Contents" for details.

Preview / Test Your Newsletter

Click the Preview tab at the bottom of window while editing your newsletter to see what it will look like in a reader's Internet browser, and to test your hyperlinks. You can click Test from the Newsletter List window, then enter an email address (such as your own address) to see what the newsletter email message will look like when someone receives it. See "Manage Edge Broadcast Newsletters" for details.

Save Often

ClickSave often while editing your newsletter. Clicking the Back button in your browser does NOT save your changes, but cancels any changes you have made.