How to Add Contacts to Subscribers

To view your contacts in the "Marketing" section of PatientBase, you first need to subscribe your contacts to a 'List.'

You can learn to create a 'List' in PatientBase in this simple tutorial: How to Create a List.

To add your contacts to your desired list, you only need a few steps;

1. On the Top menu in PatientBase, click the 'Contacts' Tab.
2. Once in marketing, select the 'Contacts' section on the left menu.
3. Select the contacts you want to add to your list by selecting the radio button next to their name
4. Once all the contacts you want to add to a 'List' are selected, click the 'More' drop-down menu and like 'Add touches to list
5. A pop-up will appear where you can select the list and save your selection

After completing these steps, you can view your newly added subscribers in the 'Marketing' section of PatientBase under 'Subscribers.'

You will then be ready to create any campaign for your subscribers that you need.