Sending a Bulk Email Message from the Patients Tab
- In the top Navigation Bar, click Patients.
- In the Customer Group Detail Column, click the paper airplane icon.
Once selected, the Recipients will auto select Customer Group. This is your entire contact base with email addresses on file.
If you would like to manually enter recipients, click the "X" on the Customer Group and proceed to manually select recipients. - Select your template or use a blank template.
Note: To use an email template, be sure the template is saved with a trigger set to Manual.
- Set the delivery date: you can either Send Now or select a later date.
Tip: We recommend clicking the Preview Button to double check your email message.
- Click the Send Email button. Scroll to the top of the window and make sure you see a confirmation that your template has been sent or scheduled. This may take a few moments, depending on how large your contact base is.