Subscribers

How to Add, Edit or Delete Your Subscribers


How Do I Add a New Patient as a Subscriber?

  • Log into your Dashboard at www.yourdomainname.com/dashboard
  • Click on the Subscribers tab in the left menu, and then click the Add New button at the top of the page.
  • Select Patient Type: New Patient (last 30 days)
  • Select your welcome email preference (Note: Click on “See example” to preview the email that will be sent to your patient.)
  • Click Next
  • Enter the patient’s data in the supplied fields and add any desired tags.
    • Date of First Visit Field: To track new patient performance, it’s important that the “Date of First Visit” field is correct. We realize you aren’t always able to add a new patient the same day, so you now can select the correct first visit date when adding them.
  • Check the box certifying that you are authorized to send emails to this new subscriber.
  • Press Save or Save and New if you have additional subscribers to add.

How Do I Add an Existing or Returning Patient as a Subscriber?

Current or returning patients can now be added to your subscriber list individually.

  • Log into your Dashboard at www.yourdomainname.com/dashboard
  • Click on the Subscribers tab in the left menu, and then click the Add New button at the top of the page.
  • Select Patient Type: Existing or Returning Patient
  • Select your welcome email preference (Note: Click on “See example” to preview the email that will be sent to your patient.)
  • Click Next
  • Enter the patient’s data in the supplied fields and add any desired tags.
    • Date of First Visit Field: To track new patient performance, it’s important that the “Date of First Visit” field is correct. We realize you aren’t always able to add a new patient the same day. So you now can select the correct first visit date when adding them.
  • Check the box certifying that you are authorized to send emails to this new subscriber.
  • Press Save or Save and New if you have additional subscribers to add.

How Do I Add Non-Patients as Subscribers?

You can add non-patients and even prospective patients as subscribers if they have given you permission to contact them.

  • Log into your Dashboard at www.yourdomainname.com/dashboard
  • Click on the Subscribers tab in the left menu, and then click the Add New button at the top of the page.
  • Select Patient Type: Potential Patient
  • Select your welcome email preference (Note: Click on “See example” to preview the email that will be sent to your patient.)
  • Click Next
  • Enter the patient’s data in the supplied fields and add any desired tags.
  • These subscribers will automatically be given the tag “Potential”. If this tag doesn’t fit your purposes, simply hover over the tag and click the “X” to remove it.
  • Check the box certifying that you are authorized to send emails to this new subscriber.
  • Press Save or Save and New if you have additional subscribers to add.

How do I add Subscribers in Bulk?

Directions on how to add a bulk upload from your dashboard

NOTE:

If you wish to send the Welcome Email with the NEW PATIENT SURVEY, we recommend inputting all New Patients manually and not including them in a bulk upload as the bulk upload doesn’t provide the New Patient Survey option.

From the dashboard
» click on the ‘Subscribers’ tab
» Click on ‘Import Subscribers’

Download & Prepare your File:
There is an excel file you can click to download (screenshot).
It shows you the proper format to use (*Mandatory fields)
*First Name|*Last Name|*Email|Address|City|State|ZipCode|Gender|DOB (mm/dd/yyyy)|Practitioner|Tag

NOTE: Your form must include at least 25 subscribers to be uploaded in bulk.

Upload File:
Click ‘Choose File’ to locate your file on your computer. (Excel or CSV file types only)

Email Preference:
You must ‘Select Welcome Email Preference’
» Welcome Email or No Email

Permission:
[√] Check the box to let us know that these people gave you permission to email them.

Submit:
Click the Submit button.

In 24- 48 hours you will receive a confirmation email notifying you that your subscribers have been uploaded to your dashboard.

How Do I Edit a Subscriber?

  • Log into your Dashboard at www.yourdomainname.com/dashboard
  • Click on the Subscribers tab in the left menu.
  • Locate the subscriber you wish to edit. To easily find a subscriber, click the magnifying glass at the top of the page and then search by First Name, Last Name, or Email Address.
  • Once located click the pencil icon (on the right side of each listing).
  • Make the necessary changes and then press the Save button.

How Do I Delete a Subscriber?

  • Log into your Dashboard at www.yourdomainname.com/dashboard
  • Click on the Subscribers tab in the left menu.
  • Locate the subscriber you wish to edit. To easily find a subscriber, click the magnifying glass at the top of the page and then search by First Name, Last Name, or Email Address.
  • Once located click the trashcan icon (on the right side of each listing).
  • A pop up box will appear asking you to confirm that you want to delete the subscriber. Click “OK”.

What Are Subscriber Tags?

Subscriber tags allow you to easily group your subscribers so you can send targeted emails – a great internal marketing strategy that improves patient retention and encourages referrals!

You can send emails targeted to women with children. Or seniors. Or massage and acupuncture patients. The possibilities are endless!

Review our Tagging Support Pages for more information.

What Does “Bounced” Mean?


A ‘Bounced’ status means an e-mail message is undelivered and has been returned to Perfect Patients. This can happen for many reasons. Check for incorrectly formatted addresses and typos. If you don’t find any mistakes, try obtaining a current email address from the patient.

To find your bounce list click on the Subscribers tab, then change the dropdown menu found above your subscriber list from “Active Subscribers” to Bounced.

How Do I Email My Subscribers?

For tons of helpful information on how to send email your subscribers through your dashboard visit our email help page.

Learn More About Tagging »

Why is it important to add subscribers to your dashboard?

Watch this video for the answer to this question.

Still have questions? Don’t hesitate to call or contact us at support@perfectpatients.com.

We look forward to hearing from you!

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