Audiences — Who You'll Reach

The Audience step defines who the campaign targets. This is the first step of the wizard: "Who we'll reach."

Choosing an overdue window

For hygiene reactivation, you pick how overdue the patients should be:

• 6–12 months overdue

• 12+ months overdue

Each option shows a live patient count pulled from your recare queue, so you can see how many patients you'd be reaching before you commit.

Built-in exclusions

Two protections are always on, so you never contact someone you shouldn't:

• Do-not-contact patients are excluded.

• Opted-out patients are excluded.

Custom segments (coming soon)

More precise custom audience segments — such as saved lists to recover unscheduled treatment or win back lapsed patients — are on the way and appear marked "Coming soon." For now, the overdue windows above define your audience.

What's next

• Cadences in Campaigns