You can send DocMails directly from Search or from a List.
If sending DocMails from the Search page, select the group of clinicians you would like to message by clicking the check box(es) to the right of the clinician profile information.
- Once you have selected the clinicians you would like to send the DocMail to, select Compose Message.
Click Continue in the pop-up
The first step you will take is to Select a Job relevant to your DocMail campaign.
- Once you click Select a Job, you should see the Job Templates you and your team have created.
Once you have selected a Job Template, the next step is to select a Message Template. Just like the Job Templates, you should see all of the Message Templates you and your team have created to select from relevant to the job you are reaching out about.
Although optional, you have the ability to attach additional files to your DocMail. Some examples might be promo materials, a team photo, recent organization accolade or location highlights.
Lastly, you have the ability to preview your DocMail before sending by clicking Preview. After previewing the DocMail and ensuring you have the correct group of clinicians selected, you can click Send DocMail.