Using the Recipient List Upload feature, you can upload a customized recipient list for use in your promotions and newsletters using the email addresses in your practice management system.
Note: The email addresses you upload must be for current patients who are opted in to receive email. The upload results will only show email addresses that match for patients who currently exist in your portal. Verifying patient email addresses and opted-in status helps ensure compliance with anti-spam laws such as CAN-SPAM.
To create a custom recipient list for your newsletter or promotion
1. In an Excel spreadsheet (or other spreadsheet software), in three individual columns, label the first row of the spreadsheet as follows: First Name, Last Name, and Email.
2. Continue on to the next row and begin entering the patients’ information (one patient per row) that you want to include on this custom recipient list.
Note: You must enter the patient names and email addresses exactly as it appears in the portal or the names and email addresses will not be recognized.
3. Save your spreadsheet as a .CSV file (click File, and Save as, change the Save as type to .csv ).
After your file has been saved, you'll need to upload your newly created list, explained below.
To upload your new custom recipient list
1. On the left navigation bar, click Marketing, then click Campaigns, and then click Builder.
2. Follow the normal procedure to build an email campaign.
3. After building your email campaign, click Save & Continue to progress to the Select Recipients stage of campaign building.
4. Click the Use My Own Recipient List tab to uncover custom recipient list options.
5. Click Upload New List.
6. Select the .CSV file that you previously created from the files on your computer, and click Open.
7. If the CSV uploads successfully, you will see the file name and the number of recognized recipients listed under File Upload. Type List Name you want to use.
Note: If you do not designate a list name, Patient Engage automatically defaults to the filename for the .CSV file on your computer.
8. Your custom recipient list is now available for use at the Select Recipients stage of the campaign builder under the Use My Own Recipient List tab.
To use or delete a campaign recipient list
1. On the left navigation bar, click Marketing, then click Campaigns, and then click Builder.
2. Follow the normal procedure to build an email campaign.
3. After building your email campaign, do any of the following:
· To progress to the Select Recipients stage of campaign building, click Save & Continue.
· To use a previously uploaded list, select the list using the options located under Upload New List.
· To delete a list, click Manage Recipient Lists, and then click the trash can icon next to the appropriate list.