Create a JComm Campaign

You can use JComm to create campaigns that will automatically sends an email or text message to patients. You can customize who will receive the message and when by selecting different triggers and scheduling rules. 

When to Use This

Create a JComm campaign when you want to automatically communicate with patients. 

Examples:

• Sending appointment follow-ups
• Promoting clinic services or announcements
• Requesting appointment feedback
• Encouraging patients to rebook
• Sending automated reminders based on patient events
• Sending out information patients need before their appointment 
• Sending out information patients need after their appointment 

What You Need

• An active JComm subscription
• Patient Profiles need to have a valid email address for email campaign and a mobile phone number for text campaigns 

Permissions

• Access to JComm 

Contact your clinic administrator if you don't have the required permission.

Instructions

Create a JComm Campaign

1. Go to JComm
2. Select New Campaign 

3. Under Select Message Type, choose between Email or Text
   • Email: Email campaigns support rich text formatting, images, and links 
   • Text: Text messages need to be written in a single paragraph. Additional spaces will insert unwanted text and characters (e.g., <div>,<br>) 
4. Under Select Template, choose either a Custom or pre-designed template 
   • Custom: Create your campaign from scratch
   • Pre-designed templates: Customize one of our pre-designed campaigns with your information 

5. Click Continue

    

   

    

6. Enter the Campaign Name 
7. Enter the Campaign Description (optional)

8. Click Build My Campaign

    

9. Under Campaign Builder 
   • Email Campaigns:
     • Enter a Subject

10. Create or review and edit the message content 
    • Rich text features available (email campaigns only) 
    • Use Tags to insert information 

11. Complete the following campaign details: 

Audience: Who should receive this message

• All Subscribed Patients: Any patient who is actively subscribed to JComm 
• Create a new Patient List: Use the Patient Insights tool to help customize your audience by using the available filters  
• Patient Status: Based on the Patient Status in the Patient Profile 
  • Active
  • Discharged
  • Inactive
  • Active or Discharged 
  • Active or Inactive 
  • Discharged or Inactive 
  • Active, Inactive or Discharged 

Trigger: Assign the event that prompts your message to be sent 

Appointment 

• First Appointment
• Every Appointment

Last Appointment

• 14 Days Ago
• 30 Days Ago
• 60 Days Ago
• 90 Days Ago
• 180 Days Ago
• 365 Days Ago
• 90+ Days Ago
• 2 Years Ago

💡Pre-designed campaigns already have a non-modifiable Trigger set 

Scheduling: When your message should go out 

• Start Date: choose when you want the campaign to begin 
  • If you are doing a blast, select Day Of and set the Start Date and End Date three or more days apart. Blast campaigns are sent in batches. Giving a three-day window ensures that your recipients receive a message before the campaign ends. 
• One Send per Patient - the patient will only ever receive this campaign one time 
• Ongoing - this campaign does not have an end date   

Call to Action

• Rating Link: Ask for a rating from 1-5

• Portal Booking Link: Include the link to your Patient Portal to encourage bookings

   

  

Campaign Overview

 

12. Click Save
13. Test the Campaign 

    1. Select Send a Sample Message

        

       

        

    2. Enter your email address or phone number to preview the message

14. Select Set Campaign Live 

What Happens Next

Once the campaign is active, messages will automatically send to patients who meet the campaign’s trigger, audience, and scheduling criteria.

Campaign performance can be reviewed through campaign reports, which track metrics such as message delivery, opens, clicks, and errors.

Avoid Common Issues

Campaign Type Cannot Be Changed
Once a campaign has been created and sent, the campaign type (email or text) cannot be changed.

Text Message Formatting 
Messages need to be written in a single paragraph without any additional formatting (e.g., extra spaces) 

Missing Contact Information
Patients must have a valid email address or mobile phone number in their profile to receive campaign messages.

Troubleshooting

No Patients Appearing in the Audience Queue

• Confirm the Trigger and Send On settings are correct.
• Check that patients meet the selected audience filters.

Messages Are Not Sending

• Ensure the campaign is Active.
• Confirm the Start Date has passed.

Messages Are Failing

• Review the Campaign Report to identify errors such as invalid email addresses or phone numbers.

Additional Notes

Resending Unsent Messages: If a message is not initially sent, the campaign will attempt to resend the unsent message throughout the day, maximizing delivery.

Daily Message Limit: There is a maximum limit of approximately 20,000 messages that can be sent per system in a single day. Any messages queued but not sent due to reaching this maximum limit will be queued for sending the following day. This ensures efficient message distribution while accommodating system constraints.