Sending emails to a group
For this to work, you need have a group of customers defined in your account. Read more about creating a new group here.
Once you have your group set up, you can follow the steps below to send an email to an entire group.
1) Log in to PatientSites Web Editor at client.patientsites.com
2) Click on Customers in the main menu, and navigate to the Groups tab in the sub menu.
3) On the right side of your Groups list, under the Actions column, in the row of the group you'd like to send an email or campaign to, click the clipboard icon labeled "Broadcast email/Run campaign for this group of customers" to open the Send/Broadcast options pop-up box.
4) In the pop-up box you'll be able to:
- Choose the Action you'd like to perform with this group of customers: Send Email, Run Campaign or Schedule Event.
- Choose Email, Campaign or Clinic Event you'd like to send out. Use the dropdown list to select the specific Email, Campaign or Event.
- Schedule the email, campaign or event for a specific date and time using the dropdown lists.
5) Once you're all set, click the green OK button to save your changes and send the email/campaign/event at your scheduled time.