After designing your campaign, you need to select the recipients to include in the email campaign.
To select recipients for your email campaign
1. From the Create Email Campaign page, under Filter Recipient by Criteria, select one of the Quick Options and fill in any requested details (if you only need to filter by one simple criteria).
2. Select Create my own criteria if you need to filter by multiple criteria.
a. Click Add Criteria and select the criteria you want to use. You can choose from the following options:
§ Amount spent
§ Appointments
§ Customer Characteristics
§ Location (City, State, and/or Zip Code)
§ Reviews
§ Services Rendered
§ Services Received (will receive or haven't received)
§ Providers
§ Referral Source
§ Products Purchased
§ Insurance (or No Insurance)
§ Customers who will or won't refer your business (from your Satisfaction Survey responses)
Note: If you have experienced a closure of business due to circumstances involving the COVID-19 virus, you may be able to leverage our features to assist you in reopening your business.
b. Fill out the criteria details requested, then click the check mark icon to save it.
c. Repeat the steps above for any additional criteria.
d. (Optional) Check the box next to Save criteria for later use and type in a Criteria Name to use the same segment for another campaign.
Note: To use this criteria in your next campaign, select Choose from previously saved criteria and select the Criteria Name from the drop-down list.
3. Click Use My Own Recipient List to upload a list you generated from your practice management system or any .csv file that includes First Name, Last Name, and Email. To read more on uploading a recipient list, see Uploading a custom recipient list for campaigns.
4. Click Save & Continue.
After selecting recipients for your campaign, you need to schedule delivery.