Sending your first email campaign
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Marketing is how earned patients come back and new ones find you. This guide covers contacts, building a campaign, and capturing leads with forms.
Build your contact list
Contacts come from your patients and from public forms. Segment them — lapsed patients, members, a specific treatment audience — so the right message reaches the right people instead of blasting everyone.
Send a campaign
Under Marketing, choose a template, drop in your content blocks, pick a recipient segment, and send or schedule. Opens and rebooks are tracked so you can see what actually drove visits, not just clicks.
Capture leads with forms
Public forms collect new contacts, consents, and intake details, and can trigger automations when submitted. See Build and share a form.
Common questions
Will patients get duplicate or unwanted emails?
Recipients are de-duplicated and unsubscribes are honoured automatically, so a contact who opts out is excluded from future sends.
Can campaigns send on their own?
Yes — automated touches like post-treatment follow-ups, birthdays, and win-backs fire on their own once enabled, so retention runs whether or not you are in the room.
How do I know a campaign worked?
Each send reports delivered, opened, and — most importantly — rebooked, tying marketing back to revenue.
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