Questions for your practice management system vendor
Call your practice management software vendor and tell the representative that you want to send a custom email through the system to all inactive pet owners.
Ask your vendor these questions:
- Can you help me set up a query to pull a list of pet owners whose pets have not been to the clinic in the past [insert your time frame]?
You will want to be able to run this query on a scheduled basis, so your vendor should set it up as a list you can pull on demand.
- If your vendor can set up a query, continue to question #2
- If your practice management system is unable to pull a list, you may need to send the emails one at a time as you find inactive clients. Here are some general instructions that may be used for one off emails outside of your pratice management system.
- Does the system allow you to send emails to groups of pet owners either as a marketing email or as a reminder?
- If yes, can the emails be html?
- If they can be html, can they be personalized?
- Yes - use Option 1 (No discount | With discount)
- No – use Option 2A (No discount | With discount)
- If the emails cannot be html, send a non-personalized email with just an image:
- Use Option 2B (No discount | With discount)
- If your system does not allow you to send group emails, you may want to use a mail service such as MailChimp or Informz. If you use another service, your list may need to be exported into a .csv file.
Partners for Healthy Pets does not endorse any specific email service.