Send communications for discounts, promotions, and newsletters

Use your existing forms in combination with Neo's mass mailing reports for communications such as discounts, promotions, newsletters, and more.

IMPORTANT: Before you begin, create the Forms & Certificates template you want to send to your clients. See Add or update a form or certificate for information on creating a document.

• To send only one communication per client that fits the selected analysis criteria regardless of the number of pets, use the Client Mailing Lists (Newsletters, SMS, Email) report.
• To send one communication per patient that fits the selected analysis criteria, use the Patient Mailing Lists with filters for Products and Signalment.

1. Click your name in the menu bar. Then click Reports.
2. Under Patient Reports, click Patient Mailing Lists with filters for Products and Signalment. 
   Tip: Select Patient Reports from the Category drop-down, and/or enter a search term (for example, mail or mass) in the Search box to quickly locate the report.
   OR
   Under Client Reports, click Client Mailing Lists (Newsletters, SMS, Email).
   Tip: Select Client Reports from the Category drop-down, and/or enter a search term (for example, mail or mass) in the Search box to quickly locate the report.
3. Select the date range for the report.
4. Complete the additional criteria to determine who receives the communication.
5. Select the Spreadsheet
6. Click Run Analysis. 
7. When the analysis is complete, click the result you want to view:
   • Download spreadsheet to view the results in spreadsheet format
   • Email Out to send an email to all records in the spreadsheet that have a valid email address
   • SMS Out to send an SMS message to all records in the spreadsheet that have a valid number
   • Print Client Forms to print a client form for all records in the spreadsheet
   • Print Patient Forms to print a patient form for all records in the spreadsheet
8. Select the appropriate form.
   Note: Individual reminders can be sent by selecting the name of the reminder.
9. Click Send (or Print Form, depending on the option selected).

Tip: By default, website information and page numbers may appear on documents you print using your local printer. See Remove headers and footers on printed documents.