Select audience

ModuleMarketing (Promotions)

Suggested profileMarketing / Administration

PermissionMarketing submodule: WRITE

StatusValidated

Objective

Define to which patients the marketing campaign will be sent, either by a smart segment or by a custom selection.

Before starting

• Have clear the objective of the campaign (which patients I want to reach).
• Review the available smart segments.

Step by step - Smart segment

1. In the Marketing module, in the Audience section, select the segment:
   • THIS_MONTH: current month patients.
   • LAST_90_DAYS: patients with activity in the last 90 days.
   • YEAR_TO_DATE: patients with activity in the last 12 months.
2. The system loads the list of patients that meet the criteria.
3. Verify the audience size (max 500).

Step by step - Custom selection

1. Use the free search in the patient table.
2. Check the patients one by one.
3. The system shows the count and the selection KPIs.
4. Verify that 500 patients are not exceeded.

Expected result

• The audience is defined.
• The system shows the KPIs and the strategy message.
• You can continue with the form capture.

Pending: add screenshot of marketing-audiencia-01-listado.png.

Common errors

Situation	What to do
The audience is emptied when changing segment	Re-apply the segment.
The limit of 500 is exceeded	Reduce the selection (more specific segments or stricter search).
The search returns no results	Expand the criteria; verify that the patients are active.

Suggested permissions

• Write permission on the Marketing submodule.

Operational recommendations

• Prefer specific segments (for example, "this month") to ensure relevance.
• Verify that the selected patients have valid email and phone before sending.

Relation with other modules

• Patients: the audience is built from the catalog.
• Tags: tags can help segment the audience in future campaigns.