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Add Patients and Members to a Campaign

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Add Patients and Members to a Campaign

Campaigns are an effective way to help patients and members stay engaged with their care team and stick with their care plans. Identify a group of people who share a need, and then assign them to a campaign.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To view campaigns: Read on campaigns
To customize type values:

Edit on campaigns

AND

Marketing User checked in your user information
  1. To add a single person to a campaign, open their record and click Add to Campaign.
  2. To add multiple people to a campaign, select the people you want to add from the campaign record.

A record of being added to the campaign appears on the person's timeline.

 
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