Client Outreach Manager

Total Contacts

Contacted

Not Contacted

Multi-Touch

Batches

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Supports WebPT, generic CSV exports

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Exact Match Partial Match New Contact

Name	Email	Phone	DOB	Match

	Name	Email	Phone	Batch	Status	Last Contact	Actions

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Outreach Timeline

Recipients

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Batch

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Compose Email

Campaign Name

Subject Line

Email Body

Hi {{first_name}},

We hope you're doing well! We wanted to reach out and let you know about some exciting updates at Be Well LifeStyle Centers.

We'd love to see you again. Feel free to call us or book online at your convenience.

Warm regards,
The Be Well Team

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Column Mapping

Batch Details

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Log Outreach

Outreach Timeline

Recipients

Compose Email

Client Outreach Manager

Upload CSV File

Column Mapping

Batch Details

Preview & Match (0 contacts)

Select Contact

Log Outreach

Outreach Timeline

Recipients

Compose Email

Log Call

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Add to Master Client Database

Link to Existing Patient