Create and Send Email Campaigns

Create and Send Email Campaigns

 Email campaigns allow you to send mass emails to your patients across multiple locations. This helps you to quickly announce important information and keeps your patients engaged.


Here is how to create a new campaign:


  1. Navigate to the Email Campaigns Module

  2. In the top navigation menu, click on Campaigns

  3. Click on Add Campaign

  4. Select your Location(s) from the drop down and type in your Campaign Name

  5. Click on Begin

  6. Fill out the following fields:

    1. To - this section lets you choose who receives your email campaign 

      1. Click on Add Recipients

      2. Select the list of recipients in the dropdown

      3. You can also click Add Segment (LINK) or Add Mailing List (LINK) to add additional recipients for the campaign

    2. From - this section lets you set which email you are sending the campaign from
         

      1. Click Add From

      2. Type in the name you want listed as the Sender

      3. Select from the drop down which email you want to send the campaign from

      4. If you don’t have an email set up, you can select Add Email (LINK)

    3. Subject - this section lets you choose how you want your email to be displayed

      1. Click on Add Subject

      2. Type in the Email Subject

      3. Type in the Preview Text

      4. The email sent will look like this:


    4. Content - this section lets you design the content for your email

      1. Click on Design Email

      2. You can choose to select an existing email template where the layout is already set and you just have to insert your content, or click on Code Your Own to create an email from a blank canvas.

  7. Once all four sections are complete, you can click on Send to immediately send the campaign or Schedule to set a time to send the campaign in the future.



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