Subscribers

• 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.

From your 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).

Please follow the proper format shown in the file in order for your upload to work correctly. Save the file as and Excel or CSV file when you’re finished.

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

Upload File:
Click ‘Choose File’ to locate the file on your computer.

NOTE: A welcome email will not be sent to any of these subscribers.

Permission:
Check the box confirming that these people gave you permission to email them.

Click Submit:
In 24- 48 hours you’ll receive a confirmation email notifying you that your subscribers have been uploaded to your dashboard.

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.

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.

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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 orthodontic and cosmetic patients. The possibilities are endless!

Review our Tagging Support Pages for more information.

A ‘Bounced’ status means an e-mail message is undelivered and has been returned to Smile Marketing. 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.

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

We’re happy to announce we’ve revamped the ‘unsubscribe’ options for your subscribers and updated the dashboard so you can also manage your patients’ email options!