Patient Bridge > Marketing

Creating a New Mailing Group

The Manage Mailing Groups window shows all the mailing groups that have been set up to be used in campaigns. You can view:

• Name

• Type

• Campaigns

• Filters  

• Members

• Created

• Updated

To create a new mailing group:

1. Click Mailing Group Options and then click Create Mailing Group.

2. In the Mailing Group Name field, enter a name for the mailing group

3. In the Campaign Type field, select the campaign type the group will be used in. There are different options available for the mailing groups depending on the type selected.

4. Under Bulk / Marketing, select to use recall data, last appointment data, or neither.

5.  Select the following:

• Clinician

• Patient Type

• Patient Status

• Age

• Gender

6. Click Save Group.

 

Related Topics

Creating a New Campaign

Creating a New Marketing Group