Email Newsletter
Updated 04-14-26 - V: 1.0.0
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Last Update pred 2 mesecema
This article explains how to create email templates, schedule newsletter send-outs, manage recipient lists, and track delivery using the Email Newsletter app in FXMedSupport.
The Email Newsletter app lets you design professional email templates using a drag-and-drop builder and schedule them to be sent to your patients or custom email lists at a specific date and time. You can target recipients by patient conditions, a saved email list, or a combination of both — making it a powerful tool for patient outreach, promotions, and practice updates.
What It Supports
• Template builder with drag-and-drop blocks: Text, Image, Button, Social, Divider, Spacer, Hero, and Wrapper
• Layout options: 2 columns, 3 columns, and 4 columns
• Configuration panel: size, padding, width, height, mobile width, and background image settings
• Source code editing: JSON source and MJML source
• Template filters: All Templates, Premium Templates, and Email Community Templates
• Schedule newsletter send-outs with a specific date and time
• Template selection from saved templates or PDF file attachment
• Recipient targeting: Patient Conditions, Saved Email List, or Both (List + Patient Conditions)
• Email type selection: Email 1 (primary), Email 2 (secondary), or Both
• Patient condition builder with condition types: Gender, Age, and more
• Save and load condition groups for reuse
• Saved Email Lists management: upload CSV, view/edit lists, remove individual recipients
• Scheduled Message Send Outs List showing Time To Send (UTC), Subject, Status, and Action
• Layout options: 2 columns, 3 columns, and 4 columns
• Configuration panel: size, padding, width, height, mobile width, and background image settings
• Source code editing: JSON source and MJML source
• Template filters: All Templates, Premium Templates, and Email Community Templates
• Schedule newsletter send-outs with a specific date and time
• Template selection from saved templates or PDF file attachment
• Recipient targeting: Patient Conditions, Saved Email List, or Both (List + Patient Conditions)
• Email type selection: Email 1 (primary), Email 2 (secondary), or Both
• Patient condition builder with condition types: Gender, Age, and more
• Save and load condition groups for reuse
• Saved Email Lists management: upload CSV, view/edit lists, remove individual recipients
• Scheduled Message Send Outs List showing Time To Send (UTC), Subject, Status, and Action
Before You Begin
• FXMedSupport is installed and accessible inside Cerbo
• You are logged in with a user account that has access to the Email Newsletter app
• You have a newsletter template ready, or you will create one in the Template Builder
• If sending to a saved email list, your CSV file (First Name, Last Name, Email) is prepared and ready to upload
• Patient email addresses (Email 1 and/or Email 2) are updated in their Cerbo patient records
• You are logged in with a user account that has access to the Email Newsletter app
• You have a newsletter template ready, or you will create one in the Template Builder
• If sending to a saved email list, your CSV file (First Name, Last Name, Email) is prepared and ready to upload
• Patient email addresses (Email 1 and/or Email 2) are updated in their Cerbo patient records
Step 1: Open the FXMedSupport Widget
1. On the right side of the Cerbo screen, click the FXMedSupport circular icon to open the widget.
Step 2: Open the Email Newsletter App
1. Inside the FXMedSupport widget, click Available Apps in the top navigation.
2. Scroll to the Communication section.
3. Locate and click Email/Newsletter.
2. Scroll to the Communication section.
3. Locate and click Email/Newsletter.
Step 3: Browse and Manage Templates
1. The Templates tab opens by default, showing the Templates List — a gallery of all saved email newsletter templates.
2. Use the filter buttons to browse:
• Create New Template — starts a blank template in the Template Builder
• All Templates — shows all templates you have created
• Premium Templates — shows premium templates available to your account
• Email Community Template — shows community-shared templates
3. Scroll down to view FxMedSupport Newsletters, which are pre-built newsletters created by the FXMedSupport team that you can use directly.
4. Click any template thumbnail to preview or open it.
• Create New Template — starts a blank template in the Template Builder
• All Templates — shows all templates you have created
• Premium Templates — shows premium templates available to your account
• Email Community Template — shows community-shared templates
3. Scroll down to view FxMedSupport Newsletters, which are pre-built newsletters created by the FXMedSupport team that you can use directly.
4. Click any template thumbnail to preview or open it.
Step 4: Create a New Template in the Template Builder
1. On the Templates tab, click Create New Template.
2. The Template Builder will open with a Tag field at the top — type a name for your template in the Tag field.
3. The builder has three panels:
• Left panel — Content blocks and Layout options
• Center panel — Live canvas preview of your email
• Right panel — Configuration or Source code settings
Content Blocks (left panel):
4. Drag any of the following blocks from the left panel onto the canvas:
• Text — adds a text block for body copy
• Image — adds an image block (upload or link an image)
• Button — adds a clickable button
• Social — adds social media links (Facebook, Google, Twitter)
• Divider — adds a horizontal divider line
• Spacer — adds vertical spacing
• Hero — adds a full-width hero/banner section
• Wrapper — adds a container wrapper around other blocks
3. The builder has three panels:
• Left panel — Content blocks and Layout options
• Center panel — Live canvas preview of your email
• Right panel — Configuration or Source code settings
Content Blocks (left panel):
4. Drag any of the following blocks from the left panel onto the canvas:
• Text — adds a text block for body copy
• Image — adds an image block (upload or link an image)
• Button — adds a clickable button
• Social — adds social media links (Facebook, Google, Twitter)
• Divider — adds a horizontal divider line
• Spacer — adds vertical spacing
• Hero — adds a full-width hero/banner section
• Wrapper — adds a container wrapper around other blocks
Layout (left panel, scroll down):
5. Under the Layout section, choose a column structure to add to the canvas:
• 2 columns — two equal content areas side by side
• 3 columns — three equal content areas
• 4 columns — four equal content areas
6. Once a layout is added, drag content blocks into each column's "Drop a content block here" area.
5. Under the Layout section, choose a column structure to add to the canvas:
• 2 columns — two equal content areas side by side
• 3 columns — three equal content areas
• 4 columns — four equal content areas
6. Once a layout is added, drag content blocks into each column's "Drop a content block here" area.
Configuration (right panel):
7. Click any block on the canvas to select it. The right panel will show that block's settings:
• Dimension: set width, height, and full width
• Padding: set top, bottom, left, and right padding in pixels
• Background: upload a background image
• Social attributes: set mode (vertical or horizontal) and alignment (left, center, right)
• Typography: set font family, font size, font weight, and line height
Source Code (right panel, Source code tab):
8. Click the Source code tab on the right panel to edit the template directly in code:
• Json source — edit the template structure in JSON format
• MJML source — edit the template in MJML markup language
Preview modes (center top toolbar):
9. Use the device icons in the center toolbar to preview the template on desktop, tablet, or mobile views.
10. Use the undo and redo arrows in the toolbar to reverse or reapply changes.
11. When finished, click Save at the top right to save your template.
12. Click Back to return to the Templates list. Your new template will appear in the All Templates section under the tag name you assigned.
7. Click any block on the canvas to select it. The right panel will show that block's settings:
• Dimension: set width, height, and full width
• Padding: set top, bottom, left, and right padding in pixels
• Background: upload a background image
• Social attributes: set mode (vertical or horizontal) and alignment (left, center, right)
• Typography: set font family, font size, font weight, and line height
Source Code (right panel, Source code tab):
8. Click the Source code tab on the right panel to edit the template directly in code:
• Json source — edit the template structure in JSON format
• MJML source — edit the template in MJML markup language
Preview modes (center top toolbar):
9. Use the device icons in the center toolbar to preview the template on desktop, tablet, or mobile views.
10. Use the undo and redo arrows in the toolbar to reverse or reapply changes.
11. When finished, click Save at the top right to save your template.
12. Click Back to return to the Templates list. Your new template will appear in the All Templates section under the tag name you assigned.
ℹ️ Info: Templates are sorted by creation date with the newest appearing first. The tag name you give the template during creation is used as its display name in the Templates List and in the Select Template dropdown on the Schedule Newsletter screen.
💡 Tip: Use the Layer tab (next to Block in the left panel) to view and manage the layer structure of your email, which is helpful when working with nested sections and complex layouts.
Step 5: Schedule a Newsletter
1. Click the Schedule Newsletter tab at the top of the Email Newsletter app.
2. The Schedule Shipping Newsletter screen will open with a Template Builder button in the top right corner (this is a shortcut to open the Template Builder if you need to create or edit a template).
Date / Time to Send Out:
3. Click the Date field and select the date you want the newsletter to be sent using the calendar picker.
4. Click the Time field and set the time you want it to be sent.
2. The Schedule Shipping Newsletter screen will open with a Template Builder button in the top right corner (this is a shortcut to open the Template Builder if you need to create or edit a template).
Date / Time to Send Out:
3. Click the Date field and select the date you want the newsletter to be sent using the calendar picker.
4. Click the Time field and set the time you want it to be sent.
Message (Template):
5. Click the Select Template dropdown to choose a saved template for this newsletter. All your saved templates will appear in the dropdown list.
5. Click the Select Template dropdown to choose a saved template for this newsletter. All your saved templates will appear in the dropdown list.
6. Optionally, click Choose files next to Attach PDF if you want to attach a PDF file to the newsletter.
7. A live preview of the selected template will appear on the right side of the screen.
7. A live preview of the selected template will appear on the right side of the screen.
ℹ️ Info: All scheduled times use UTC (Coordinated Universal Time). Factor in your local time zone when setting the send time to ensure the newsletter reaches recipients at the right time in your local timezone.
Step 6: Select Recipients
Below the Message section, the To (Recipients) section lets you define who receives the newsletter. Choose one of three options:
Option A — Patient Conditions:
1. Select the Patient Conditions radio button.
2. Under Recipients - Patient Conditions, use the Load Condition Group Saved dropdown to load a previously saved condition group (e.g., Males 08-25-23).
Option A — Patient Conditions:
1. Select the Patient Conditions radio button.
2. Under Recipients - Patient Conditions, use the Load Condition Group Saved dropdown to load a previously saved condition group (e.g., Males 08-25-23).
3. To create a new condition:
• Click Add Conditions Group to add a new condition block.
• Under Select Condition Type, choose a type (e.g., Gender, Age).
• For Gender: select the Select Type dropdown and choose Male or Female.
• For Age: enter the Start Age and End Age (e.g., 20 to 50).
• Click Add condition to add more conditions within the same group.
• Click Save Condition Group to save the group for future reuse.
• Click Update Condition to update an existing saved group.
• Click Delete Condition Group to remove the condition group.
• Click Add Conditions Group to add a new condition block.
• Under Select Condition Type, choose a type (e.g., Gender, Age).
• For Gender: select the Select Type dropdown and choose Male or Female.
• For Age: enter the Start Age and End Age (e.g., 20 to 50).
• Click Add condition to add more conditions within the same group.
• Click Save Condition Group to save the group for future reuse.
• Click Update Condition to update an existing saved group.
• Click Delete Condition Group to remove the condition group.
Option B — Saved Email List:
4. Select the Saved Email List radio button.
4. Select the Saved Email List radio button.
5. Under Saved List of Emails, click the Select List dropdown to choose from your saved email lists. Each list shows its name and number of emails (e.g., New List 07-10-25 (1034 Emails)).
Option C — Both (List + Patient Conditions):
6. Select the Both (List + Patient Conditions) radio button.
7. Both the Saved List of Emails section and the Recipients - Patient Conditions section will appear.
6. Select the Both (List + Patient Conditions) radio button.
7. Both the Saved List of Emails section and the Recipients - Patient Conditions section will appear.
8. Select your email list from the Select List dropdown and define your patient conditions as described above.
Select Email Type:
9. After choosing your recipients, select which email address to use for each patient:
• Email 1 — sends to the patient's primary email address (Email Address 1 in their Cerbo record)
• Email 2 — sends to the patient's secondary email address (Email Address 2 in their Cerbo record)
• Both — sends to both email addresses for each patient
Select Email Type:
9. After choosing your recipients, select which email address to use for each patient:
• Email 1 — sends to the patient's primary email address (Email Address 1 in their Cerbo record)
• Email 2 — sends to the patient's secondary email address (Email Address 2 in their Cerbo record)
• Both — sends to both email addresses for each patient
ℹ️ Info: Email 1 and Email 2 correspond to the Email Address and Email Address 2 fields in each patient's Cerbo Basic Data record (found under Edit Information). Most patients have only Email 1 set up. Select Both only if you want to reach patients on both addresses and want maximum delivery coverage.
💡 Tip: Selecting Email 1 is recommended for most send-outs since almost all patients have their primary email address saved as Email 1. Use Both only when you specifically need to reach patients at a secondary email as well.
Step 7: Save and Schedule the Newsletter
1. After setting the date, time, template, and recipients, click the Save Scheduled Email button (orange button).
2. The scheduled send-out will appear in the Scheduled Message Send Outs List at the bottom of the screen with the following columns:
• Time To Send (utc) — the scheduled date and time in UTC
• Subject — the template name used
• Status — the current send status
• Action — available actions for the scheduled send-out
3. The system will automatically send the newsletter to all defined recipients at the scheduled date and time.
2. The scheduled send-out will appear in the Scheduled Message Send Outs List at the bottom of the screen with the following columns:
• Time To Send (utc) — the scheduled date and time in UTC
• Subject — the template name used
• Status — the current send status
• Action — available actions for the scheduled send-out
3. The system will automatically send the newsletter to all defined recipients at the scheduled date and time.
Step 8: Manage Saved Email Lists
The Saved Email Lists tab lets you upload, manage, and maintain your custom email address lists for newsletter send out
To upload a new email list:
1. Click the Saved Email Lists tab at the top of the Schedule Newsletter screen.
To upload a new email list:
1. Click the Saved Email Lists tab at the top of the Schedule Newsletter screen.
2. Under Add New List of Emails, type a name for your list in the List Name field (e.g., "new list").
3. Under List File, click Choose file and select a CSV file from your computer. The CSV file must be formatted with three columns: First Name, Last Name, Email.
4. Click Upload New Emails List to upload the list.
3. Under List File, click Choose file and select a CSV file from your computer. The CSV file must be formatted with three columns: First Name, Last Name, Email.
4. Click Upload New Emails List to upload the list.
5. The new list will appear in the Manage Lists table below with its List Name, # of emails, Created At date, and Action options
To view or edit an existing list:
6. In the Manage Lists table, click View/Edit List next to the list you want to manage.
To view or edit an existing list:
6. In the Manage Lists table, click View/Edit List next to the list you want to manage.
7. The list editor will open showing the List Name field, an Import CSV option to replace the list, and a full table of all recipients with First Name, Last Name, Email, Created At, and Action (Remove) columns.
8. To remove an individual recipient, click Remove next to their row.
8. To remove an individual recipient, click Remove next to their row.
9. Click Update to save any changes. A confirmation message "Email list updated successfully" will appear at the top of the screen.
10. Click Back to return to the Saved Email Lists management screen
10. Click Back to return to the Saved Email Lists management screen
To remove an entire list:
11. In the Manage Lists table, click Remove list next to the list you want to delete
To remove a recipient from the Schedule Newsletter screen directly:
12. On the Schedule Newsletter tab, under the recipient view, click Remove Recipient next to any individual recipient in the current list to remove them from the send-out.
11. In the Manage Lists table, click Remove list next to the list you want to delete
To remove a recipient from the Schedule Newsletter screen directly:
12. On the Schedule Newsletter tab, under the recipient view, click Remove Recipient next to any individual recipient in the current list to remove them from the send-out.
⚠️ Warning: Removing a recipient from a list is permanent. Once removed, they will not receive future newsletters sent to that list unless they are re-added via a new CSV upload.
Summary
Open FXMedSupport widget → click Available Apps → click Email/Newsletter
Browse templates using All Templates, Premium Templates, or Email Community Template filters
Click Create New Template to open the Template Builder
Drag content blocks (Text, Image, Button, Social, Divider, Spacer, Hero, Wrapper) onto the canvas
Add column layouts (2, 3, or 4 columns) and drop content blocks into each column
Configure each block using the right panel (size, padding, background, typography)
Edit in source code using Json source or MJML source if needed
Click Save to save the template → it appears in All Templates
Go to Schedule Newsletter tab → set Date and Time
Select a template from the Select Template dropdown → optionally attach a PDF
Choose recipients: Patient Conditions, Saved Email List, or Both
For Patient Conditions: select or build condition groups (Gender, Age, etc.) → click Save Condition Group
For Saved Email List: select a list from the Select List dropdown
Select Email Type: Email 1, Email 2, or Both
Click Save Scheduled Email → newsletter appears in the Scheduled Message Send Outs List
Manage email lists on the Saved Email Lists tab: upload CSV, view/edit, remove recipients, or remove entire lists
Browse templates using All Templates, Premium Templates, or Email Community Template filters
Click Create New Template to open the Template Builder
Drag content blocks (Text, Image, Button, Social, Divider, Spacer, Hero, Wrapper) onto the canvas
Add column layouts (2, 3, or 4 columns) and drop content blocks into each column
Configure each block using the right panel (size, padding, background, typography)
Edit in source code using Json source or MJML source if needed
Click Save to save the template → it appears in All Templates
Go to Schedule Newsletter tab → set Date and Time
Select a template from the Select Template dropdown → optionally attach a PDF
Choose recipients: Patient Conditions, Saved Email List, or Both
For Patient Conditions: select or build condition groups (Gender, Age, etc.) → click Save Condition Group
For Saved Email List: select a list from the Select List dropdown
Select Email Type: Email 1, Email 2, or Both
Click Save Scheduled Email → newsletter appears in the Scheduled Message Send Outs List
Manage email lists on the Saved Email Lists tab: upload CSV, view/edit, remove recipients, or remove entire lists
Troubleshooting
Template is not appearing in the Select Template dropdown → Make sure you clicked Save in the Template Builder after making changes. Refresh the Schedule Newsletter tab and check the dropdown again.
CSV file upload is failing → Verify the CSV file format is correct: three columns in this exact order — First Name, Last Name, Email. Remove any extra columns or special characters before uploading.
Scheduled newsletter did not send → Check the time was entered in UTC, not your local time. Open the Scheduled Message Send Outs List to check the Status column for any error indicators.
Recipients are not receiving the email → Confirm the patients have a valid email address saved in their Cerbo record (Email Address 1 or Email Address 2 under Basic Data). If Email 1 was selected, ensure Email Address 1 is populated for each patient.
Condition group is not filtering correctly → Verify the condition type and values match patient data in Cerbo. For example, Gender = Male will only match patients whose Gender at Birth is set to Male in their Cerbo record.
Template Builder is not saving changes → Make sure you clicked the Save button (top right of the Template Builder) before clicking Back. Changes are not auto-saved.
Saved Email List is not showing updated recipient count after edit → Click Update on the list editor after making changes, then return to the Saved Email Lists tab and refresh to see the updated count.
CSV file upload is failing → Verify the CSV file format is correct: three columns in this exact order — First Name, Last Name, Email. Remove any extra columns or special characters before uploading.
Scheduled newsletter did not send → Check the time was entered in UTC, not your local time. Open the Scheduled Message Send Outs List to check the Status column for any error indicators.
Recipients are not receiving the email → Confirm the patients have a valid email address saved in their Cerbo record (Email Address 1 or Email Address 2 under Basic Data). If Email 1 was selected, ensure Email Address 1 is populated for each patient.
Condition group is not filtering correctly → Verify the condition type and values match patient data in Cerbo. For example, Gender = Male will only match patients whose Gender at Birth is set to Male in their Cerbo record.
Template Builder is not saving changes → Make sure you clicked the Save button (top right of the Template Builder) before clicking Back. Changes are not auto-saved.
Saved Email List is not showing updated recipient count after edit → Click Update on the list editor after making changes, then return to the Saved Email Lists tab and refresh to see the updated count.
Need Help?
If you run into any issues with the Email Newsletter app, please reach out to our support team. We're happy to help!