Control access to marketing
Choose who can send campaigns and manage reviews, promotions, loyalty, capture forms and workflows.
Table of Contents
The Marketing group covers anything patient-facing.
View campaigns, and Create and send campaigns.
Manage workflows.
Manage reviews and surveys.
Manage promotions and vouchers, and Manage loyalty and referrals.
Manage lead capture forms and Manage segments.
Viewing without sending is a good way to give someone oversight without risking a mailout.
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Next, read Create, edit or assign a role.