Managing Contacts

Adding Contacts to Your Email List
To add a contact to your email list: 1. Click Contacts 2. OPTIONAL:  If you have multiple locations with Growth X, you can toggle between different...
Mon, 21 Sep, 2020 at 8:01 AM
Updating a Contact on Your Email List
To update a contact on your email list: Click Contacts. Search the Contact you want to update using the search fields. Click Update this Contac...
Mon, 21 Sep, 2020 at 8:02 AM
Bucketing
Bucketing is the easy, 2-step process of categorizing your Registrant Leads (and contacts) by their position in your patient funnel to trigger the associate...
Mon, 21 Sep, 2020 at 8:02 AM
Bucketing a Lead
To bucket a Registrant Lead: Click Workshop Dates. Click Review Registrants or Bucket. Select Bucket State. Bucket State Use For Graduat...
Mon, 21 Sep, 2020 at 8:03 AM
Managing Contacts (Export, Delete, Import)
Manage contacts with Launchpad's "Manage Contact" feature displayed in Settings. There are 3 key functions of this new feature. Export....
Fri, 23 Oct, 2020 at 10:56 AM
Cleaning Up Contact Bucket States
To ensure your data is accurate in the Reports Tab, you must properly move your contacts through patient phases. If you're seeing inaccurate data, ...
Tue, 8 Dec, 2020 at 4:32 PM
Moving Contact to Different Location in Launchpad
If you have multiple locations, you may need to move a contact to a different location in Launchpad.  To move your contact to a different location: Cl...
Tue, 10 Nov, 2020 at 7:46 AM