|Existing email campaigns can be viewed for managing recipients or running a campaign by clicking the button next to the campaign.
Clients and Contacts
Personalised emails can be easily sent to any or all clients and contacts with email addresses you have listed in the Online Practice Management System.
Just check which clients or contacts you would like to have included in the email campaign when it is run. Hovering over a checkbox will display the actual email address too so you can check where it is to be sent.
As clients are not necessarily individuals, the personalisation of First and Last Names will show the client name instead. If it is to be personalised for an individual it is best to select that person under contacts.
Click the button to save any changes you have made.
The OptIn Manager lists recipients that may fall outside your clients and contacts, or that you wish to keep separate from these. These can be easily added, edited, disabled or deleted anytime you like.
Clicking the button let’s you quickly add new recipients directly to the list.
Clicking the button next to a recipients name will edit that recipient, so you can change details or temporarily disable the recipient from the campaign.
Running a Campaign (Sending Emails)
When you have all the settings entered, have saved the campaign and are ready to send, click the button to send emails to all the recipients. You may like to setup a test campaign first and add yourself to the OptIn Manager to see how your campaign will appear to the recipient before running the live campaign.
Allow the system some time to process and personalise all of the emails. These are sent out one at a time via your SMTP Server so the recipients receive a personalised email for themselves only.
Once the campaign has finished sending the pop-up send screen will show details of the campaign. Email addresses included in the ‘Send Report To’ setting will receive these details along with a list of unsuccessful emails to recipients. Note this does not show those that send successfully but are not delivered for other reasons (such as incorrect email addresses).
Email Campaign Management
Email Campaign – Clients & Contacts
Email Campaign – OptIn Manager
Email Campaign - Sending Complete
Email Campaign - Send Report