Your Health Connection

Patient newsletter pipeline — import from CharmHealth, sync to Zoho Campaigns.

HIPAA: only minimum fields stored (patient_id, email, first_name, active_status, marketing_consent, unsubscribe_status). No clinical data. Zoho BAA confirmed.

Patient list status

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Import from CharmHealth CSV

Export from CharmHealth Reports. Required columns: Patient ID, Email, First Name, Active status, marketing consent field.

Only rows with active=true and marketing consent=true are imported. All others are counted and skipped.

or paste below

CSV content

Import label (optional)

Sync to Zoho Campaigns

Pushes all eligible patients (active, consented, not unsubscribed) to the Your Health Connection list in Zoho Campaigns. Creates the list automatically if it doesn't exist. Safe to run repeatedly.

Scope: This pipeline is for the Your Health Connection patient newsletter only. Provider outreach (Apollo/referral partners) uses a separate pipeline. Patient data is never mixed with Apollo prospect data. Unsubscribes received via Zoho Campaigns must be manually reflected here until a webhook is configured.