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How to Manually Trigger a Campaign for Multiple Contacts
How to Manually Trigger a Campaign for Multiple Contacts
Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over 3 months ago

Need to send a campaign out to a specific list of patients but, don't want to add them in individually? You can add contacts into an automated or manual campaign, in bulk, by generating a report from your Electronic Health Record (EHR) software with the full list of contacts you wish to bulk add to an enabled campaign. 

You will want to include some or all of the following data in your report:

  • CONTACT FIRST NAME

  • CONTACT LAST NAME

  • CONTACT PHONE

  • CONTACT EMAIL

  1. Go to the CONTACTS tab > IMPORT CSV page

  2. Then apply the action: Start a Campaign

  3. In the Campaigns dropdown menu that populates, select the desired campaign

  4. And then click Pick CSV File

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