Email Marketing Filters

Precisely target customers with Email Marketing Filters to more effectively market promotions, reactivate inactive customers, and keep your schedule full.

The availability of this feature is dependent on your practice management software

Create a Filter

  1. Click Updates.svg Marketing from the left side menu in your Weave Portal
  2. Select Filters from the Carrot_Down.svg dropdown menu
  3. Click on Plus.svg Add Filter
  4. Add a Name and Description for your new filter

    Note: A name is required in order to save your filter.

  5. Toggle on each Filter Type you would like to apply to this filter
  6. Once you’ve applied all of the filter types you want in the filter, click Save at the bottom

Your saved Filter will then appear on the Filters page. You can apply the filter to any future email campaign you create.

Edit a Filter

  1. Click on the Carrot_Down.svg down arrow of the filter you would like to edit
  2. Click on the Edit.svg Edit icon
  3. Make your desired changes
  4. Click Save

Delete a Filter

  1. Click on the Carrot_Down.svg down arrow of the filter you would like to edit
  2. Click on the Trash.svg Delete icon
  3. Click Delete

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