Access Checklist by Dennis - HTML preview

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Practice Lists

For us to run a Reactivation, Review, or any other texting & email campaign, we must upload your practice lists into your CoachYu CRM. These lists also allow us to retarget, remarket, online as well.

We only need their First Name | Last Name | Email | Number | Birthday for our campaigns. All other info can stay in your PRM.

1. Login to your patient portal to access your customer list. a.Segment the following lists:

  1. All Contacts
  2. All Patients Prior to the past 6 months
  3. All Active Patients (Past 6 months up until today)

2. Export these 3 lists labeled clearly.

3. Double check that your list is formatted correctly & only includes the information we need.

4. Send all 3 lists in the Client Google Drive folder under "Docs and Files" in Basecamp project.

ListTrouble?

Depending on the software you use, exporting is different. Our team can clean lists & fix formatting, but the lists must be segmented. This is absolutely critical to the success of your campaigns.

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