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 Weave bundle. Schedule a time with a Weave representative to learn more.
The availability of this feature is dependent on your practice management software. See how to Select Recipients for Email Campaigns based on Email Marketing Filters or uploading a CSV file (if you do not have an integrated practice management system).
Create a Filter
- Click
Marketing from the left side menu in your Weave Portal
- Select Filters from the
dropdown menu
- Click on
Add Filter
- Add a Name and Description for your new filter
Note: A name is required in order to save your filter.
- Toggle on each Filter Type you would like to apply to this filter
- 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
- Click on the
down arrow of the filter you would like to edit
- Click on the
Edit icon
- Make your desired changes
- Click Save
Delete a Filter
- Click on the
down arrow of the filter you would like to edit
- Click on the
Delete icon
- Click Delete