How to Create and Send Email Campaigns
Creating and sending email campaigns using zHealth's email marketing feature is quick and easy. Follow the steps below to create a professional email campaign and engage with your audience effectively.
 Step 1: Access the Email Marketing Dashboard
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Step 2: Choose a Template Once you're in the campaign creation section, you'll be prompted to select a template for your email. There are two tabs - Standard and Saved. First-time users will not have any saved templates. Browse through the available templates in the Standard tab and choose one that suits your campaign style. Hover over the template you like and click "Select" to load it into the editor. |
Step 3: Edit the Template After selecting your template, you can start customizing it according to your campaign needs. a. Hover over the logo at the top to edit and add your clinic logo. b. Use the built-in editor to edit text, images, buttons, and any other elements to match your branding or message. c. Once you complete the editing, click Preview and Finalize Changes. |
Step 4: Add a Mailing List Once your template is ready, it's time to add recipients to your campaign. Click the “Add Mailing List” button to select your target audience. a. Choose the appropriate filters based on your campaign's goals (e.g., status, age, patient type, visits, etc). b. Once you've selected your mailing list, click “Export Mailing List” to add these recipients to your campaign. |
Step 5: Set Up Email Details Now, enter the Campaign Title so you can refer to it later on. Enter the subject line for your email. This is the first thing your recipients will see, so make sure it’s compelling. Add a preheader text, which is a short snippet of text that appears next to the subject line in most email inboxes. Fill in the sender’s email address (this is the address that will appear in the "From" field when your recipients receive the email). After reviewing everything, make sure all details are correct. When you're ready to send, click the “Send” button. Your campaign will be sent to the selected mailing list. |
Once you send the email campaign, you will get a pop-up. Click "Go to Dashboard" if you want to return to the Email Marketing Dashboard section or click "View or Create Campaigns" if you want to view go to the Campaigns tab. |
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