In order to send out your New Year, New Limit Promotion, please fill out the following information.
[contact-form 5 “100k Promotion Opt-in”]
Step 2: HTML Email List
If you have never sent out an HTML email with CastleCS before, we require a list of your patients who have provided their email address and have agreed to receive emails from your dental clinic.
To create this list, follow the directions below:
- From any computer at the clinic running Tracker, in Tracker go toÂ Reports | Other | Customized Report
- From the Report screen, click theÂ Open button
- In the select screen, click on the file called Patients with email addresses and chooseÂ Open. This should populate the list of clients sorted by last name.
- Once the list is showing, click the Save to File button
- Choose theÂ destination location, (eg. save to your desktop) and enter a file name butÂ be sure to put â€œ.XLSâ€ at the end (eg. Patient List.xls), so it can be opened easily by excel.
After you have saved the file, email the excel sheet toÂ email@example.com.