Send Query via D4W Marketing Semi-Automated


Once the templates have been selected for the query, the following can be completed. 

  1. Go to Debtors and Marketing > Queries tab

  2. Generate the Query batch

  3. Once the batch has been created, see the Print/Send section

    1. Select Recall Letters

    2. Click Send                                                                                                                  mceclip0.png

      1. Click Send SMS                                                                                                            mceclip1.png
        1. Click Select Ready

        2. Click Send                       

        3. Click Exit                                                                                                  mceclip2.png

      2. Click Export Patients and the remaining patients will be sent per the template settings in Mail Merge Setup 
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