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How to Pull a List of New Members by Date in Personify
To track new members or pull a list of them for outreach efforts, follow these steps: Step 1: Log in to/open Personify Step 2: Choose Open Data Analyzer Step 3: Choose the Documents tab Step 4: Click Folders in the left-hand navigation Step ...
How to Pull and Filter Group Member/Non-Member Lists
This article will teach you how to... Access a list of all OD members/non-member in your affiliate that work for any group over 5 doctors. Filter to the group of your choice. Find vision Source administrators and MyEyeDr. managers. Download/export ...
How to Pull Affiliate Constituents Lists in Personify
Access Campaign Target Audience Lists, Including Members and Non-members; ODs, non-ODs, and Students Acquisition Campaign Note: Prior to each communications effort, you will want to pull and use an updated send list, so that you filter out any new ...
AOA Internal Member Benefits Guide
Scroll to the bottom of the page to download the latest version of the AOA's Internal Member Benefits Guide as an attachment. About this Guide This is an internal guide to communicating AOA benefits. It is designed to ensure we present membership ...