Contact Lists for marketing campaigns

Create a unique Contact List per Campaign

For reporting purposes it is necessary that each campaign is mapped to a uniquely-named Contact List.

Contact Lists therefore cannot be re-used across campaigns. To use a Contact List in a further campaign you need to duplicate it with a different name for dedicated use in each campaign.

Create a Query Template from the Contact Preferences condition, and use this Query Template in Contact Lists

To optimise the patient Contact Preferences functionality, EXACT has a Contact Preferences condition that enables you to create a Query Template to identify those Contacts who are Opted In or Opted Out of direct marketing communications.

Use this Query Template when you create contact lists for direct marketing.

This relates to Preferences to contact patient

See also: Excluding Unknown-status patients from marketing communications

To set up a Contact Preferences Query Template for Contacts who gave consent

1. Select Configure > Patient Query Templates to open the Query Templates desktop.

   

   

2. Select the +1 button to open the Add Query Template window.
3. Type a descriptive name for this Query Template (for example Contacts who gave consent).
4. Click the Insert... selector.
5. Scroll down and select Contact Preferences.
6. Select OK to open the Edit Patient Selection window:

   

7. Select either Patients with or Patients without.
8. Optionally check (tick) Prompt for Entries. If checked, EXACT will prompt you to add patients when you construct your Contact List, and you can opt not to.
9. Select an option:
   • Product & Service Information or Promotion
   • All other communications
10. Check (tick) any of the options under Contact Preferences.
    • Opted In
    • Opted Out
    • Undecided
11. Select OK to view your new Query Template in the Add Query Template window:

    

12. Select OK to return to the Query Templates desktop, where you should see your new Query Template listed:

    

To use the Contacts who gave consent (contacts who opted in) in Contact Lists

(Refers to the above procedure output)

When you create Contact Lists (Administration > Contact Lists) you will then have your Query Template as an option:

SEE ALSO:

Contacting patients from the contact list tool bar (with links to the actions that you can take from the tool bar)

Patient Contact Lists (this topic includes links to portal videos describing Contact Lists)