Create and Manage Mailing Lists
Mailing Lists allows you to upload your patient list from a CSV file directly into the database. You can use these lists to send mass emails, and share important news about your practice.
To View Your Mailing Lists:
Navigate to the Email Campaigns Module
In the top navigation menu, click on Mailing Lists
On the Mailing List Page, you can view both Segments and Mailing Lists
You can select the dropdown to filter between the two options
To Add a New Mailing List:
Click on Add Mailing List
Select Your Location and add the Mailing List Name
Click on Browse to upload a CSV File
If you are unsure on how to format the file, you can click on Download to see an example
After uploading, you can click on Import Contacts
Review your mailing list, and then click on Confirm
To Delete a Mailing List:
1. Click on the trashcan icon
2. Click on Yes when the pop up appears
To Edit the Name of a Mailing List:
1. Click on the Mailing List Name
2. Click on the blue pencil Icon to edit the Mailing List Name
3. Type in the new name and click Save
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