Email Your Subscribers

Learn how to send email through your dashboard to your subscriber list.

The Email Your Subscribers option is a do-it-yourself feature, available to all Perfect Patients’ clients.


How Do I Send a Personalized Email to All Subscribers?

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  • Hover over the Email tab in the left menu and click Send Email from the drop down menu.
  • You will be presented with a blank email template ready for you to type or paste your content into.
  • Once you’ve completed your email, we recommend you use the Send Test button to send yourself a proof of your email before sending it to all subscribers.
  • When you’re happy with how your email looks, click the Send button to send to all subscribers.
  • You can also click on the Schedule button to send the email on a specific day and time.

How Do I Send a Personalized Email to One Subscriber?

  • Log into your Dashboard at www.yourdomainname.com/dashboard
  • Click on the Subscribers tab in the left menu
  • Locate the subscriber you want to email
  • Click on the Email Envelope Image to the right under the Actions column.
  • You will be presented with a blank email template ready for you to type or paste your content into.
  • You can also choose a template that is already written and send that to your subscriber.
  • Once you’ve completed your email, we recommend you use the Send Test button to send yourself a proof of your email before sending it to your subscriber.
  • When you’re happy with how your email looks, click the Send button to send to your subscriber.
  • You can also click on the Schedule button to send the email on a specific day and time.

How Do I Add a Hyperlink to a Personalized Email?

  • Highlight the text that you would like hyperlinked in the content of your blog post.
  • Click the Insert/Edit link button in the toolbar.
  • Enter in the destination URL and then click the Add Link button.

toolbar hyperlink highlighted

How Do I Add an Image to a Personalized Email?

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  • Click on the Add Media button
  • Click the Upload Files link.
  • You can either drag and drop the file from your computer onto the area of the dialog box marked Drop Files Here, or click the Select Files button to locate and upload the file from your computer.
  • Once the image has been uploaded, and you have selected the options you like, click Insert into Post and your image will appear in the email you are editing.

NOTE: Images can not exceed 540 pixels in width and 3MB in total file size. If you are not familiar with how to edit an image, please contact your Website Success Manager (Premium subscribers only) or reach out to our Client Support Team (support@perfectpatients.com) and we will have one of our design specialists do this for you.

How Do I Add a Flyer to an Email so My Patients Can See the Flyer?

If you have a flyer or a document that you would like to send to your patients but you want it to look exactly like the document, you will need to convert the document or PDF to an image (JPG) first.

There are a couple of sites you can use to help you do this:
» Zamzar will now let you convert your document directly to a JPG – https://www.zamzar.com/convert/doc-to-jpg/
» Ilovepdf.com – will let you convert your PDF to a JPG – https://www.ilovepdf.com/pdf_to_jpg

Once your flyer has been converted into an image, you can upload it and add it to your email (You can follow the step by step directions above on how to add an image to an email.)

After you add the image, it will actually be too large so you will need to resize it to make it smaller by clicking on it and finding the corner. You will need to grab the box and drag it inward.

drag corner square

When the image is smaller you can clicking on the image, then scrolling to the very top left hand side and looking for the pencil. Click on the pencil.

c;ick pencil to resize

Click on Custom and resize your image to 640 wide. This size fits nicely in an email.

customize the size

Once done, send yourself a test email so you can make sure you like the way it looks.

When you are happy with it, you can send, save to draft or schedule your email for a later date.

How to Convert a Doc to an image so you can email it.

How Do I Add a PDF to a Personalized Email?

Simply position your cursor in your email where you want the link to your PDF file to appear then follow the instructions below.

    • Click the Add Media button. You can either drag and drop the file from your computer onto the area of the dialog box marked Drop files here, or click the Select Files button to locate and upload the file from your computer.
    • Once your file has uploaded the Page Properties will appear in the right column. Enter the text that you would like users to click on in your email (ie: “Click here” or “Download flyer here”) to the Title field.
    • In the drop down menu under “Link To” select Media file, then click the Insert into post button
    • The “click here” link (or whichever text you entered in Title) will appear in your email, linked to the PDF file you just uploaded to your website.

How Do I Add a YouTube Video to a Personalized Email?

We don’t recommend that you embed a YouTube video into an email due to the size. Instead we suggest you add an image of the video and hyperlink the image.

When you are in your YouTube account, you can click on edit video. From here you can save one of the Thumbnail images that YouTube offers to your desktop.

Once saved, you can use the directions above to add an image to your email.

Once your image has been added to your email, you can highlight the image and click the ‘Insert/Edit Link’ button – https://screencast.com/t/HtBndfQJVb

Then add in the URL to your video, check the box to Open link in a new window/tab and click ‘Add Link’ – https://www.screencast.com/t/SVRtTaRO

It’s a good idea to let your patients know to click the image to view your latest video. – https://screencast.com/t/cAl39bj9

We recommend sending yourself a test email before sending it out to your subscribers.

Now you are all set!

When Will the Personalized Email Send?

Once you have selected to send your Personalized Email to your subscribers the email is added to the queue and will send on the upcoming hour (or very closely to it). For example, if you clicked the Send button at 10:35am your Personalized Email will send close to 11:00am. The queue is in place to ensure optimal email deliverability.
How Do I Add a PS Message?

To add a PS Message to one or all of your website emails, click on the Email tab in the left column and then on the PS Messages link below. Click the Add New button at the top of the page and follow the steps below:

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  • Select the Email Type you wish to append your PS Message to. (All, Birthday Greeting, eLearning or Practice Newsletter)
  • Enter the Title (for your reference only)
  • Enter the Start and End Dates
  • Compose your PS Message
  • Use the Email Preview » button to send yourself a preview email and make sure everything looks correct
  • Press Save »

How Do I Use an Email Template?
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  • Click on the Email tab in the left menu
  • Click on “Send Email”
  • Choose a template from the list under “Template” to review the content, edit or add an image.
  • Choose who you would like to send it to then decide on a salutation and a signoff.
  • Before you send it, scroll to the bottom of the email and click on the “Send Test” button to send a preview to yourself.
  • Once you are happy, scroll to the bottom again and click on “Send Now”. Your email will be added to our queue and sent out within the hour!

How Do I Create My Own Custom Template?
template-02-350You can create your own custom template if you like to send out to your subscribers.

  • Click on the “Email” tab in the left side of your dashboard.
  • Click on “Templates”.
  • Click on “Add New” at the top of the page.
  • Add a Template Title and a description then add your text using the formatting tools and “Add Media” button for images.

When you are ready you can use the “Preview Template” button at the bottom to see how it will look. When you are happy with the results, click on the “Save Template” button also at the bottom. Your custom template will be saved in the list and is now available to be sent to your subscribers from the “Email” module. Happy Templating!

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Still have questions? Don’t hesitate to call or contact us at support@perfectpatients.com.
We look forward to hearing from you!