How to Create and Send a JComm Email Campaign from the Patient Profile

  • Updated

Quickly reach out to a patient directly from inside their Patient Profile. This article will walk you through How to Create a One-time JComm Email and Send it From the Patient Profile.

 

Building a JComm Campaign

  1. Hover over the JComm icon  

  2. Select New Campaign

     

 

  1. Click +New Campaign

     

 

  1. The JComm campaign window will open
  2. Under Select Message Type, Select Email 
  3. Under Select Template, click Custom Select Email 
  4. Click Continue

 

 

  1. Enter your Campaign Name 
  2. Optionally, enter a Campaign Description
  3. Click Build My Campaign

 

 

 

  1. Enter in a Subject 

  2. Fill in the body of the email in the text box 

     

 

💡Tip: You'll be able to edit the email content and subject prior to manually sending to the patient

 

  1. Under Select a Trigger, select Sent Manually 

     

 

  1. Under Scheduling, click the checkbox beside Ongoing 

     

 

  1. When you're ready, click Set Campaign Live to activate your campaign 

 

Sending the Email Campaign via the Patient Profile 

  1. Open the patient profile
  2. In the General tab, find Contact Details 

  3. Click the envelope icon next to Email

     

 

  1. The Send JComm Email menu will open
  2. Under Campaign, select the JComm email template 
  3. Click Preview & Edit to review and make any updates to the content prior to sending 

 

 

  1. Click Send Email when you're ready to send 

 

 

 

Result

The JComm campaign has been manually sent via the Patient Profile and should be delivered to the patient immediately. 

 

Was this article helpful?

0 out of 0 found this helpful