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Export Contacts

Export a list of your contacts

Travis McCann avatar
Written by Travis McCann
Updated over a month ago

Need to get a list of your contacts? Follow these steps, to export a list of your contacts:

  1. Go to contacts > send bulk message

  2. Click the recipient criteria drop-down

  3. Select a criteria, to get a list with the most patients we recommend doing past appointment

  4. Now select your date range, if you want the list to have the most patients go back 1 to 2 years

  5. Type anything into the text box

  6. Click preview

  7. Click export contacts

Now you can save the list, and can use for a feature like a tagged campaign.

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