NexHealth Support

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How do I use a CSV to send a campaign?

CSVs are used when you want to send a campaign to a very specific group of patients exported from another source.

  1. Go to Campaigns and select New Campaign
  2. Select location(s)from the list.
  1. Select Upload CSV from the filters.
  2. Upload the CSV file
    • You can download a sample CSV file to see the format. The general format required is Column A: Patient Last Name, Column B: Patient First Name, Column C: Email, Column D: Phone
    • Keep in mind that if the patients in your CSV do not exist in NexHealth, new patients will be created.
  3. Select Continue.
  4. Create your email/text campaign in the editor.
  5. Click Send to distribute the campaign to patients on the list.