Subscribers
How to Add, Edit or Delete Your Subscribers
How do I add a patient as a subscriber?
- Log into your Dashboard at www.yourdomainname.com/dash
- Click on the Subscribers tab in the left menu, and then click the Add New button at the top of the page.
- Select Patient Type: New, Existing, or Returning
- Select your welcome email preference (Note: Click on “See example” to preview the email that will be sent to your patient.) Click Next.
- Enter the patient’s data in the supplied fields and add any desired tags.
- Date of First Visit Field: To track new patient performance, it’s important that the “Date of First Visit” field is correct. We realize you aren’t always able to add a new patient the same day, so you now can select the correct first visit date when adding them.
- Check the box certifying that you’re authorized to send emails to this person.
- Press Save or Save and New if you have additional subscribers to add.
You can add non-patients and even prospective patients as subscribers if they’ve given you permission to contact them.
- Log into your Dashboard at www.yourdomainname.com/dash
- Click on the Subscribers tab in the left menu, and then click the Add New button at the top of the page.
- Select Patient Type: Potential Patient
- Select your welcome email preference (Note: Click on “See example” to preview the email that will be sent to your patient.) Click Next.
- Enter the person’s data in the supplied fields and add any desired tags. These subscribers will automatically be given the tag “Potential”. If this tag doesn’t fit your purposes, simply hover over the tag and click the “X” to remove it.
- Check the box certifying that you’re authorized to send emails to this person.
- Press Save or Save and New if you have additional subscribers to add.
From your dashboard:
» Click on the ‘Subscribers’ tab
» Click on ‘Import Subscribers’
Next, Prepare your File:
» *The required fields are first name, last name and email address.
(*It might be a good idea to also include their mobile number if you decide to use our Get Reviews texting feature in the future!
**Tags are also very handy – you can include a tags column so that you can easily sort or send emails to particular clients. Many of our clients that have more than one location will use a location tag to differentiate which location the patient is part of. Tags one could use – Active, Location A, Massage, Parent, Cash…)
» Save the file as an Excel or CSV file when you’re finished.
NOTE: Your form must include at least 25 subscribers to be uploaded in bulk.
Upload File:
» Click ‘Choose File or drag here’ to locate the file on your computer.
Permission:
» Check the box confirming that these people gave you permission to email them.
Click Submit:
» In 24- 48 hours you’ll receive a confirmation email notifying you that your subscribers have been uploaded to your dashboard.
NOTE: A Welcome Email will not be sent to any of these subscribers.
- Log into your Dashboard at www.yourdomainname.com/dash
- Click on the Subscribers tab in the left menu.
- Locate the subscriber you want to edit. To easily find a subscriber, click the magnifying glass at the top of the page and then search by First Name, Last Name, or Email Address.
- Click the pencil icon on the right side of the listing.
- Make the necessary changes and then press the Save button.
- Log into your Dashboard at www.yourdomainname.com/dash.
- Click on the Subscribers tab in the left menu.
- Locate the subscriber you want to delete. To easily find a subscriber, click the magnifying glass at the top of the page and then search by First Name, Last Name, or Email Address.
- Click the trashcan icon on the right side of the listing.
- A pop up box will appear asking you to confirm that you want to delete the subscriber. Click “OK”.
Subscriber tags allow you to easily group your subscribers so you can send targeted emails – a great internal marketing strategy that improves patient retention and encourages referrals!
You can send emails targeted to women with children. Or seniors. Or massage and acupuncture patients. The possibilities are endless!
Review our tagging support pages for more information.
A ‘Bounced’ status means an e-mail message is undelivered and has been returned to Perfect Patients. This can happen for many reasons. Check for incorrectly formatted addresses and typos. If you don’t find any mistakes, try obtaining a current email address from the patient.
To find your bounce list, click on the Subscribers tab, then change the dropdown menu found above your subscriber list from “Active Subscribers” to Bounced.
Yes, at anytime you can log into your dashboard and export your subscriber list!
- Log into your Dashboard
- Go to the ‘Subscribers’ tab
- Click on ‘View All’
- Scroll to the bottom of the page
- On the bottom left you will see the ‘Export’ button
- Click the ‘Export’ button and your list will be downloaded to your computer in an excel file.
For tons of helpful information on how to send email your subscribers through your dashboard visit our email help page.
Individual Subscriber Email Preferences
We’re happy to announce we’ve revamped the ‘unsubscribe’ options for your subscribers and updated the dashboard so you can also manage your patients’ email options!
How to Update Email Preferences
- Click on ‘Subscribers’.
- Find the subscriber you want to update and click on the pencil icon to edit.
- From here you can view and edit individual subscribers subscriptions.
When a subscriber click ‘unsubscribe’ at the bottom of any email, they’ll be sent to the Email Preferences page to manage their email subscriptions from your practice. Subscribers can also update their name and email address here.
Still have questions? Don’t hesitate to call or contact us at support@perfectpatients.com.
We look forward to hearing from you!
