When adding new contacts or creating additional segments, please follow these steps:
- Get email list from BI (be sure to document your list criteria)
- You’ll need to download the list from Google Drive as a CSV file
- In Mailchimp go to Audience and select ‘MDP Patients’
- In the ‘Manage Audience’ drop down select ‘Import Contacts’
- Select ‘CSV or tab-delimited from .csv or .txt files’
- Select the .csv file from your computer
- Match any unmatched columns and be sure to click ‘skip’ on any fields containing patient information or other sensitive information
- Patient status, Date last seen, age, etc.
- Add or select an existing tag for each of these
- Brand
- Brand + Location name
- Brand + Location + The context
- For example: “AFO Brownsboro 18+ past 12 months from [mm/dd/yy]“
- Once the list has imported, go back to this Audience’s page
- In the ‘Manage Audience’ dropdown select ‘Manage Contacts’
- In the menu hover over the ‘Manage Contacts’ navigation item, click ‘Segments’
- Click create segment
- In dropdown for ’email address’ change to ‘tags’
- Leave dropdown ‘contact is tagged’ same
- In third dropdown select the Brand + Location + The context tag you just created
- Click ‘Preview Segment’ button
- Click ‘Save Segment’ button and name it using this convention:
- Brand + Location + The Context (including from date)