How to Build a Benefits Reminder Email Campaign using JComm

  • Updated

The Benefits Reminder JComm template helps you notify patients that their insurance benefits may expire at the end of the year. Sending these reminders can encourage patients to review their remaining coverage and book appointments before their benefits reset or expire.

This article walks you through how to create and send a Year-End Benefits Reminder campaign using JComm.

 

Before You Begin 

  • You need an active JComm subscription 

 

Building a Benefits Reminder Campaign 

  1. Hover over the JComm icon 
  2. Select New Campaign

 

 

  1. Select the Benefit Reminder template

  2. Click Continue.

     

 

  1. Optional: update the existing:
    • Campaign Name 
    • Campaign Description 
    • Campaign Category 
  2. Click Build My Campaign

 

 

  1. Review and customize the email 
    • Content
    • Formatting
    • Font 
    • Images
    • Emojis

 

Tip: You can upload your clinic logo or other images. Go to Insert > Image > Upload > Browse For An Image 

  • Your logo and other graphics must be in .png or .jpg format
  • Graphics should not have a transparent background
  • You can resize an image by clicking on the image, then clicking on a corner box and dragging it to your desired size.

 

  1. Navigate to Scheduling 
    • Send On: Month Prior (the template's default setting) 
      • An email will be sent one month before the patients' benefits reset date in their profile
      • To modify when the email is sent, select from the available options in the drop-down menu
    • Set the Start Date (when you want your campaign to begin)
    • Check the Ongoing checkbox to have this email campaign run automatically every year before their benefits reset date 

 

 

Tip: Create 2 campaigns using this template. Schedule one with a send 3 Months Prior and the second to send One Month Prior  

 

  1. Navigate to Call to Action
    • Portal Booking Link:
      • Leave checked off so patient's can book online

      • Uncheck if you don't have online bookings 

         

 

  1. Navigate to Campaign Overview 
  2. Click Save Campaign
  3. Click Send a Sample Message 

 

 

  1. Type in your email address and click Send 

 

 

  1. Review the Sample Message that you sent to your email

  2. If you're satisfied with test email, click Set Campaign Live

     

 

Result 

Your Benefits Reminder campaign is now active and will automatically be sent out to patients when they match your set campaign parameters.

 

Download the send-ready email template: 

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