What is this? | Why is it Important? |
Email "blasts" or Mass Emailing is another powerful feature that enables you to communicate with all or a subset (e.g. list view) of your patients, leads or doctors. You can send up to 1,000 every 24 hours, and even schedule them ahead of time. | Mass emailing is convenient, saves time, and can help you do things like communicate with all (or a selected subset) of your patients for any reason. You can also track their responses - whether they viewed, opened or clicked on any of the embedded links or buttons. |
Step | Screenshots |
1 - Go to Patients and Select "...", Choose Mass Email. | |
2 - In Mass email screen, select "+Create Mass Email" | |
3 - In the "To", you can select any VIEW of Patients to send to. See how to create a VIEW here. This is a filter so you only send to those you want to. | |
4 - Select an email TEMPLATE to use. These must be created beforehand. | |
5 - Select from whom the email will be sent and when (immediately or schedule) | |
6 - Set up follow-up Trigger Actions (optional) |