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How to edit a date-driven message
How to edit a date-driven message

Date driven messages include birthday/anniversary campaigns and "date driven" appointment reminders

Updated over a week ago

PLEASE NOTE: The Marketing Resource Center is part of the Gold and Platinum plans only. It is not included with the Silver plan.

1. Log into your account at https://portal.practicepanda.com

2. Click on "Marketing Resource Center" in the left menu to expand the drop down in the, then click "build & Schedule Message"

3. Click on "View date driven messages" under the "Date driven messages" section.

4. Click "Edit" next to the message you want to edit.

4. Here, you can edit your message. When you are done editing your message, scroll to the bottom and click "Save and continue".

5. Here, you can edit the subject line, send time, and lists/people the message is sent to. Make any adjustments you need and then click "Process message". Your campaign will immediately be updated and will overwrite your previous one.

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