Creating Saved Selections

Saved selections are dynamic customer lists that are updated automatically when new customers are added to the account. This is a good alternative to Groups as it allows you to identify customers based on a number of different filters, such as:

• A list of people who have opted in to your email list
• A list of people who have unsubscribed from your email list
• A list of people who belong to a particular group 
• A list of people who were added manually 
• A list of people who have a specific user tag applied to their profile 

There is currently no limit on how many saved selections you can create in your account. Please keep in mind that these lists will be updated automatically when there is a new customer that fits the criteria for the 

You can create a Saved Selection by following the steps shown below:

1) Go to Customers in main menu

2) Use the filter bar to narrow down your search (or click on 'More Filters' to see more options)

3) Click on Save current selection

4) Now assign a name for this selection and click on Save

5) Now click on Saved Selection in the sub menu 

6) You should now be able to see your saved selection: 

*Please contact us at support@patientsites.com if you have any questions or need any assistance with setting up a saved selection.