Introduction to Interest Lists
Table of Contents
- What Are Interest Lists?
- Why Use Interest Lists?
- Options for Creating Interest Lists
- Interest List Setup Window
What Are Interest Lists?
Interest Lists are lists of patients with a shared interest or that fall in a specific demographic. Once created in YAPI, these lists can be used to target email blasts to groups within your patient base. For example, you might create an Interest List of patients that all have the same insurance carrier, a list of patients over the age of 50, or a list of patients who have expressed interest in teeth whitening. You can then use YAPI's Mail Blast feature to send targeted emails created just for patients on a specific Interest List and not bother any patients that your email isn't relevant to.
Why Use Interest Lists?
When patients only see emails that are relevant to them, they're more likely to engage. Interest Lists allow you to focus your email blasts so patients get the essential information they need without the things they don't. You can use Interest Lists for things like:
- Contacting a particular provider's patients to announce a leave of absence.
- Creating an ever-growing mailing list for patients interested in dental tips.
- Sending an offer for an orthodontics special only to parents and younger patients.
Targeting smaller groups like this helps foster trust in your communications, showing patients that you want to provide information that's relevant to their needs.
Options for Creating Interest Lists
There are two options for creating Interest Lists: importing an existing list, or creating an empty list you can add to as you go. With either, you can add more patients individually later once the list is created, so the option you choose should be based on whether or not you already have a long list of patients to import.
Creating an Interest List by Importing a List of Patients: This option is used for importing a long list of patients and is best for when you want to target a specific group based on information you already have in your Dentrix, Open Dental, or Eaglesoft. Some examples include:
- Patients that have a particular insurance carrier
- Patients who see a specific provider at your practice
- Patients with an overdue balance
- Patients with the same birthday month
Creating an Empty Interest List to Add patients to Later: If you don't have a prepared list of patients, you can create a blank Interest List and add patients as you go. This option is best for targeted marketing, since patients are expressing interest and are actively opting in. Some examples include:
- Patients who want to be notified of special offers for treatments like teeth whitening or braces
- Patients who expressed interest in an event your practice is sponsoring
- Patients who want to be on a mailing list for your monthly newsletter
Tip: To learn how to create an Interest List, see Creating Interest Lists for Targeted Email Blasts.
Interest List Windows
Within the Interest List feature, you'll see two possible windows: the main window and the window for each individual Interest List (which you'll see if you click on an individual Interest List from the main window):
Main Window
This screen displays when you open the Interest Lists feature under Setup & Manage 
and shows all your current Interest Lists.
Note: This window is blank until you create your first Interest List.
 |
List Name |  |
Subscribers |  |
Remove (Button) |
 |
Created | |
Remove |  |
New |
List Name
The name of each Interest List a member of your team has created in YAPI. Clicking on the name opens its individual Interest List window so you can view and edit which patients are on it.
Created
The date each Interest List was created in YAPI.
Subscribers
The number of patients on each Interest List.
Remove
Removing Interest Lists is no longer supported.
Remove (Button)
Removing Interest Lists is no longer supported.
New
Clicking this button opens a pop-up in which you can:
- create an empty Interest List to add to later, or
- create a complete Interest List by importing a list of patients you already have.
Individual Interest List
 |
Last Name & First Name |  |
Staff ID | |
Paste |
 |
Details |  |
|
Copy | |
 |
Added |  |
Select |  |
Remove |
 |
Contacted |  |
Rename |  |
Show Lists |
Last Name & First Name
Displays the first and last name of each patient on the Interest List.
Back to Individual Interest List Picture
Details
Displays any comments you added about the patient or list of patients when adding them to the Interest List.
Back to Individual Interest List Picture
Added
Displays the date each patient was added to the Interest List.
Back to Individual Interest List Picture
Contacted
Information in this column is no longer supported and the column will always show as blank.
Back to Individual Interest List Picture
Staff ID
Displays the staff member that was selected when the patient was added to the Interest List. Depending on your practice's workflow when adding patients to Interest Lists, this could be the staff member who added the patient, the patient's provider, or the main provider at the practice.
Back to Individual Interest List Picture
Email
A checkmark 
in this column indicates the patient has a valid email address on file.
Back to Individual Interest List Picture
Select
Clicking the checkbox next to a patient in the Select column and then clicking the Remove button removes the patient from the Interest List.
Back to Individual Interest List Picture
Rename
Clicking this button opens a pop-up for you to rename the Interest List.
Back to Individual Interest List Picture
Paste
This option is no longer supported.
Back to Individual Interest List Picture
Copy
This option is no longer supported.
Back to Individual Interest List Picture
Remove
Clicking the checkbox next to a patient in the Select column and then clicking this Remove button removes the patient from the Interest List.
Back to Individual Interest List Picture
Show Lists
Clicking this button returns you to the Main Interest Lists Window.
Back to Individual Interest List Picture
Related Articles
- Creating Interest Lists for Targeted Email Blasts
- Sending an Email Blast Using an Interest List
- Creating an Email Template in the Dashboard
- Editing an Existing Email Template
- Downloadable Newsletter Templates