How to Create a List

'Lists' separate your subscribers, making it easy to add the correct audience for your campaigns.

You can create a 'List' in a few simple steps. 

  1. On the Top menu in PatientBase, click the 'Marketing' Tab.
  2. Once in marketing, select the 'Subscribers' section on the left menu.
  3. Select 'Lists' in the middle of the screen 
  4. Now that you are in the lists, you can select 'ADD LIST' in the top right of the screen.
  5. A pop-up will appear where you can name and save your new list.

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