✨ When You Need This Guide
Use this guide when you want to quickly send campaign messages to one or more specific patients without creating a new campaign.
Great for when:
You want to manually add one patient to a campaign
You need to import a list of patients to trigger a bulk campaign
You're asking things like:
“Can I send an event or birthday campaign to a single patient?”
“How do I upload a group of patients into a campaign?”
“Can I use a CSV to start a campaign for a select list of people?”
📋 Campaign must already be built
👤 Add a Single Patient to a Campaign
To manually add one contact:
Go to: Contacts > Show Contacts
Click on the patient's row to open their profile
Click the "Campaign" section
Use the dropdown to select your campaign
Click Start
That patient will now receive messages based on the campaign’s setup!
🧑🤝🧑 Add Multiple Patients Using a CSV Upload
To add a group of contacts:
Run a report in your EHR or patient management software
Export the report as a CSV file
Your CSV should include the following columns:
First Name
Last Name
Phone Number
Email (optional but recommended)
Here’s a sample structure:
First Name | Last Name | Phone Number | |
Jane | Doe | 5551234567 |
📤 Import Your CSV and Start the Campaign
Once your CSV is ready:
Go to: Contacts > Import CSV
Set "Import Data" to: Contact Data Only
Set "Apply Action" to: Start a Campaign
Choose the campaign you want to launch
Click Pick CSV File and upload your list
📌 Tip: If Aloha can’t recognize which column is which, just use the dropdown menus to assign fields like "First Name" or "Phone Number."
✅ Once the file is accepted, you’ll see a confirmation message, and your patients will be added to the selected campaign!
🎉 You'll Know It Worked When:
You receive a confirmation message after import
The campaign status shows as started for added contacts
Messages begin sending out based on your campaign's schedule
💬 Need Help? We're Here!
Need help formatting your CSV or finding the right campaign? Our team is happy to help!
📧 Support@getaloha.com
📞 1-800-563-0469