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How to Know If a Patient Has Been Added to a Campaign
How to Know If a Patient Has Been Added to a Campaign

See what Campaigns/Tags the patients are added to as well as manually add patients to Campaigns/Tags

Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over 3 months ago

Sometimes you may need to check if a patient was added to a Campaign in Aloha, so you can make sure they got all of the information they need. We thought so too, so we made some ways for you to check on your end. There are two options when looking to see if a patient has been added to a campaign.

You can go to the CAMPAIGNS tab > SHOW CAMPAIGNS page and click on the person icon on the right of ANY campaign and it will display the list of anyone who started the campaign!


If you would like to view ALL campaigns that a specific patient has started, go to CONTACTS tab > SHOW CONTACTS page. 

Use the search bar in the top right corner to find which patient you are looking to check. Click on the contact, which will bring you to the contact's information page. 


You can click the "Campaign" tab and see what campaigns the patient/customer has been attached to. You can also MANUALLY add the patient/customer to a manual campaign as well!

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