Have you ever wanted to send out an automated message or information to specific patients but did not want to go through the process of rebuilding the campaign? If you are using either a Manual or Event Campaign, we can make this happen, and the following steps will show you how!
If you're wanting to add one specific patient to a Campaign, you will need to go to
CONTACTS > SHOW CONTACTS and click anywhere on the same line that the patient's name is listed on.
Then you will need to select the CAMPAIGN section and use the drop-down to select which Campaign you would like the patient to be added to. Then, press START to add the patient to the Campaign.
If you would like to add a larger group of patients to either a Manual or Event Campaign at the same time, you would need to upload a list of those patients via a CSV file. You should be able to get the list of patients by running a report in your patient management system and exporting it as a CSV.
For Aloha to properly read the CSV file, you would need to make sure it includes the following information:
First name
Last name
Phone number
Email (optional)
Here is an example of what a CSV should look like:
Once you have the file ready, you will need to go to CONTACTS > IMPORT CSV and make sure "Contact Data Only" is selected in the "Import Data" drop-down menu, as well as "Start a Campaign" should be selected in the "Apply Action" drop-down menu. Next, select the Campaign you would like to start and click PICK CSV FILE.
It could be possible that Aloha will need some help identifying where the information in each column should go. If so, you will need to allocate what information is held in each column using the different drop-down menu options.
Once that's done, a confirmation message should show on the screen, and those patients should be added to the selected Campaign!
