Overview
Customers with Barti Pro and above have access to Barti Email Marketing. Here they can create campaigns and email blasts to send to their patients.
Enabling Email Marketing
Navigate to Organization Settings -> Integrations
Scroll down to Marketing Emails
Select Enable Emailing Patients
Navigate to Marketing to get started
How to send emails
Email Blasts - Single one off emails sent to a patient list
Email Campaigns - Multi-step sequences with scheduled follow-ups for a comprehensive outreach
Navigate to Marketing -> Templates
Click Create New Email Template
Complete Email Template
Drag and drop components from the right into the email body
Click Save email template
Send an email blast
Navigate to Marketing-> Email blasts
Select Create with AI or Create
Set the email blast name
Select customers that should receive the email or select all
Select Design your email with AI or Select an existing templates
Select a sending email address
Click Save
When you are ready to send the email, select Save Email Blast
Build an email campaign
Navigate to Marketing - > Campaigns
Select Create with AI or Create from Template
Set the campaign name (if creating from scratch), audience and sending email address
Click Continue to design
Once you complete your sequence, choose your recipients and select Save
When ready, select Review & Launch
Once launched you can see your campaign performance in a dashboard view.
Custom Sender Domains
You can now send campaigns from your own branded email address, making it easier for patients to recognize your practice while significantly improving deliverability. Follow our setup instructions to configure your domain before your next send.