Importing Custom Groups for Mass Email/Text

Importing Custom Groups for Mass Email/Text

Access: Everyone

OperaDDS - Importing Custom Groups for Mass Email/Text
Applies to: OperaDDS

Solution: Click the + or the header to expand the section.

OperaDDS offers the ability to import CSV files that Eaglesoft can export, providing custom groups of customer contact information for specific campaign purposes.

Below is a suggestion of how to use this feature

Sooner if Possible Patients - ASAP List (Text Only, Maximum of 50 Recipients)
  1. In Eaglesoft, open the report titled Patients on Short Notice Report | Click Preview Report if no other filters are needed
  2. In the Report Preview window, Right-Click on the report | Click Save Data As...
  3. Name the file appropriately and choose Comma Delimited Files (*.csv) | Save this file to your desktop
  4. Inside of OperaDDS, navigate to Recall | Click on the Speech Bubble icon | Click on Send Mass Email or SMS
  5. Click on SMS | Click Send To: Dropdown | Click CSV
  6. Click Choose Files | Select the file from your Desktop, or your save location in step 3
  7. Write your message that you would like to send to your patients
  8. Click Send


Today's Appointments (Text Only, Maximum of 50 Recipients)
  1. In Eaglesoft, open the report titled Today's Appointments | Click Preview Report if no other filters are needed
  2. In the Report Preview window, Right-Click on the report | Click Save Data As...
  3. Name the file appropriately and choose Comma Delimited Files (*.csv) | Save this file to your desktop
  4. Edit the spreadsheet, deleting all columns except Cell Phone
  5. Inside of OperaDDS, navigate to Recall | Click on the Speech Bubble icon | Click on Send Mass Email or SMS
  6. Click on SMS | Click Send To: Dropdown | Click CSV
  7. Click Choose Files | Select the file from your Desktop, or your save location in step 3
  8. Write your message that you would like to send to your patients
  9. Click Send


NOTE - if sending a mass email, the only data required in the .CSV are email addresses; if sending a mass text, the only required data in the .CSV is the number to text


If you have a request for a custom group and are unsure of how to pull this information out of Eaglesoft, click on the link below to chat with one of our Live Chat agents. They would be happy to provide instructions on getting the requested information for you!



Printed copies of this document are considered uncontrolled.
39210.Rev004     04.22.2020


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