Campaigns: Choose Your Audience

Modified on Mon, Nov 11, 2024 at 8:50 AM

Learn about the different ways to create an audience of patients to receive your email campaigns 



This video covers: 

1. All Active Patients: This option will select all patients that are marked as 'Active' in your EHR to receive the email campaign. 

2. All Patients: This option will select all patients in your EHR to receive the campaign email

3. Upload Contacts: This option gives you the ability to upload an Excel / CSV file of patients to receive the email campaign. 

4. Select Patients from Schedule: This option gives you the ability to send a message to segments of patients based on appointment date. 

5. Individual Contacts: This option gives you the ability to search for patients one by one to add to the email campaign.

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