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. From the Marketing tab in your Admin Portal, select the Filters tab
  2. Click on Add Filter
    Screen Shot 2021-05-28 at 5.26.58 PM.png
  3. Add a Name and Description for your new filter

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

    Screen Shot 2021-05-28 at 4.49.26 PM.png
  4. Toggle on each Filter Type you would like to apply to this filter
    Screen Shot 2021-05-28 at 4.58.12 PM.png
  5. 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 down arrow of the filter you would like to edit
  2. Click on the edit icon
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  3. Make your desired changes
  4. Click Save

Delete a Filter

  1. Click on the down arrow of the filter you would like to edit
  2. Click on the delete icon
    Screen Shot 2021-05-28 at 5.31.59 PM.png
  3. Click Delete

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