Create patient groups for campaigns
Build a filtered view of your patients, so a campaign reaches the right people.
Table of Contents
You can target a campaign using a saved view.
Open Clients and start a new view.
Add conditions, such as treatment or last visit.
Save it.
In the campaign's Audience step, choose it under Clients.
Views update themselves, so the campaign reaches whoever matches on the day it sends. People who opted out are skipped.
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Next, read Use labels for campaigns.