---
title: "Marketing"
url: "https://3f6j17nak53zgb9.productfruits.help/en/article/marketing"
language: "en"
last_updated: "2025-10-31T00:16:21.552Z"
---

# Marketing

Marketing

You can send marketing material to patients via Post, Email & SMS. To create a list of patients based on specific criteria, click on the Marketing tile from the main menu.

![](https://manula.r.sizr.io/large/user/4454/img/marketing_v1.png)

When you click on the Marketing tile you will be taken to a wizard that will step you through creating and sending your marketing blast.

Step 1. Given your new list a name, or double-click on one of your previous lists. Click Next.  
Step 2. Choose the criteria for your list. Click Next.  
Step 3. Send your list.

* * *

1\. Purpose

The **Marketing Wizard** tool allows practices to create **targeted patient marketing lists** using multiple demographic, clinical, and transactional criteria.  
It supports recall campaigns, promotional messages, and targeted communication by filtering patient data across numerous parameters such as **age, gender, visit dates, purchase history, optical prescriptions, and spending behaviour**.

This wizard is a powerful query engine that forms the foundation for **SMS campaigns, email newsletters, and postal marketing lists**, ensuring marketing efforts are data-driven and compliant with practice policies.

* * *

2\. Key Functional Areas

The Marketing Wizard screen consists of multiple filter categories grouped logically to help users define specific patient segments.

**A.** Demographic Filters

| **Field** | **Description** |
| --- | --- |
| **Gender** | Filters patients by male, female, or unspecified gender. |
| **Age between** | Targets patients within a specific age range. |
| **Postcode between** | Filters patients by residential postcode range for regional marketing. |
| **Branch** | Filters patients by the practice branch they attended. |
| **Nationality / Occupation** | Filters patients based on nationality or occupation data stored in their record. |

* * *

**B.** Appointment & Visit Filters

| **Field** | **Description** |
| --- | --- |
| **Visit Date between** | Filters patients who visited within a defined date range. |
| **Cons Date between** | Filters based on consultation dates. |
| **Next App Date between** | Targets patients with future or scheduled appointments. |
| **Optometrist** | Filters patients who were seen by a specific optometrist. |
| **Referred From / Referred To / GP** | Enables filtering by referral pathways for tracking and follow-ups. |

* * *

**C.** Patient Record Filters

| **Field** | **Description** |
| --- | --- |
| **Patient Category** | Filters patients by pre-defined internal categories (e.g., VIP, Pensioner, New). |
| **Patient Since between** | Filters patients by the date they first registered with the practice. |
| **Birth Date between** | Targets specific birthdate ranges (e.g., for birthday campaigns). |
| **Insured** | Filters patients with or without insurance coverage. |
| **Health Fund (HF)** | Further refines by health fund membership or exclusion. |

* * *

**D.** Purchase & Transaction Filters

| **Field** | **Description** |
| --- | --- |
| **Item / Category / Brand / Supplier** | Targets patients who purchased or did not purchase specific products. |
| **Purchased between** | Identifies patients who made purchases during a certain date range. |
| **Not Purchased between** | Finds patients who have not purchased within a defined period (useful for recalls). |
| **Payment between** | Filters based on the date or type of payment transaction. |
| **Amount Spent between** | Allows filtering by total spend within a range for high-value or inactive clients. |

* * *

**E.** Recall & Attendance Filters

| **Field** | **Description** |
| --- | --- |
| **Recall Due / Recall Sent** | Targets patients due or already sent a recall notification. |
| **Not Attended** | Filters those who did not attend after a recall. |
| **Exclude Patients with a Forward Appointment** | Prevents marketing messages to patients already booked. |
| **Include Patients Excluded from Marketing** | Optionally overrides global exclusions for special campaigns. |

* * *

**F.** Optical Prescription Filters

| **Field** | **Description** |
| --- | --- |
| **Spec Sph / Spec Cyl between** | Filters patients based on spectacle spherical or cylindrical prescription values. |
| **C/L Sph / C/L Cyl / C/L BC between** | Filters based on contact lens prescription sphere, cylinder, and base curve. |

* * *

**3\.** Criteria Box

The **Criteria** pane displays a live summary of all selected filters.  
As the user applies conditions, they appear as structured statements, e.g.:

“Patients aged between 40 and 65, who purchased Spectacle Lenses between 01/01/2023 and 01/01/2024, and have not attended since 01/07/2023.”

This feature provides instant visibility into the search logic before proceeding to the results list.

* * *

**4\.** Function Buttons

| **Button** | **Function** |
| --- | --- |
| **Next** | Executes the marketing query and generates the patient list based on selected criteria. |
| **Back** | Returns to the previous setup stage. |
| **Cancel** | Exits the wizard without saving or generating a list. |

* * *

**5\.** Output

Once executed, the Marketing Wizard generates a **dynamic patient list**, which can be exported or used directly for:

-   SMS recall campaigns
-   Email marketing
-   Mailing label generation
-   Recall letters or postcards

The data can also be reviewed and refined before bulk communication is initiated.

* * *

**6\.** Best Practices

1.  **Combine multiple filters** to narrow results (e.g., “Age between 25–45” + “Purchased between last 2 years”).
2.  **Use “Exclude Patients with Forward Appointments”** to avoid contacting booked patients unnecessarily.
3.  **Apply “Not Purchased between”** for reactivation campaigns.
4.  **Cross-reference with “Recall Due”** for optometry recall efficiency.
5.  **Preview before sending** to verify list accuracy and prevent compliance issues.