Every practice and service business has a list of people who haven't been back in a while. These step-by-step guides show you how to pull that list out of your current system as a CSV, clean it down to name, address, and phone, and import it into PostKnock to mail a postcard reactivation campaign.
Start FreePostKnock doesn't connect to your practice-management or field-service software directly. Instead, you export a CSV once and import it: the import wizard auto-maps the columns. Each guide below walks the exact menu clicks for one system.
Run a report filtered by last-visit (or last-service) date to pull everyone overdue 12+ months, then export it to a CSV file.
Trim the export to the columns that matter for mailing. Keep PHI off the postcard. You only need where to send it.
Upload the CSV, pick a reactivation playbook, and launch your first postcard wave. Free to start.
Pick your software below for the exact steps.
Dental
Step-by-step guide to exporting lapsed patients from Dentrix to CSV, cleaning the columns, and importing them into PostKnock for a postcard reactivation mailer.
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Dental
Step-by-step guide to exporting lapsed patients from Open Dental to CSV, cleaning the columns, and importing them into PostKnock for a postcard reactivation mailer.
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Dental
Step-by-step guide to exporting lapsed patients from Eaglesoft to CSV, cleaning the columns, and importing them into PostKnock for a postcard reactivation mailer.
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Dental
Step-by-step guide to exporting lapsed patients from Curve Dental to CSV, cleaning the columns, and importing them into PostKnock for a postcard reactivation mailer.
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Optometry
Step-by-step guide to exporting lapsed patients from RevolutionEHR to CSV, cleaning the columns, and importing them into PostKnock for a postcard reactivation mailer.
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Home Services
Step-by-step guide to exporting lapsed customers from ServiceTitan to CSV, cleaning the columns, and importing them into PostKnock for a postcard reactivation mailer.
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Accounting
Export your QuickBooks Online customer list to Excel from the Customers page or the Customer Contact List report, or connect QuickBooks Online to PostKnock and skip the export.
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Home Services
Export every Jobber client to CSV, or only the ones with no job closed in 12 months from the Client re-engagement report, then import them into PostKnock.
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Home Services
Export your Housecall Pro customer list to CSV (Customers, Actions, Export), filter it first if you want a segment, then import it into PostKnock.
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Export your lapsed contacts, import the CSV, pick a reactivation playbook, and mail your first wave. Free to start.
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