Campaigns are created from a template or customized entirely.
a) Campaigns | Type
First, select to create either an Email or Text Message campaign.
Email campaigns have the benefit of various formatting options and the ability to include images and hyperlinks (text that links to a URL).
Text Message campaigns will have a much higher count of being read by recipients but are limited to text only and 160 characters per message.
Note: If creating a Text Message campaign and including the Booking Link and/or Rating link, each link will be sent as it's own message, thereby adding to the message count per send.
b) Campaigns | Templates
There are 5 preset templates available to get your campaigns started:
1) Welcome
Send a warm greeting to all new patients the day after their first appointment.
2) Benefit Reminder
Remind your patients of their upcoming insurance coverage reset ahead of time.
3) Birthday
Send a birthday greeting message the day of your patient's date of birth.
4) Referral Thanks
Thank your existing patients that have referred new patients to your clinic.
5) Appointment Survey
Gather patient feedback on their appointments using a (1-5) rating link.
6) Announcement
Gather patient feedback on their appointments using a (1-5) rating link.
c) Campaigns | Triggers
Triggers are actions that must take place to send out a message.
Here are the various triggers you can use with your campaign.
Note: Certain triggers are restricted based on the template selected.
1) Appointment
These triggers are based on patient's appointments.
Select if it's based on the first appointment, every appointment
or the last appointment as of 30, 60 or 90 days ago.
This is based on the patient profile's date of birth.
3) Cancellation
This is based on any patient's cancelled appointments
that do not have future appointments scheduled.
4) Insurance Reset Date
This is based on the patient profile's insurance's reset date.
5) Invoiced Item
This option provides a type-to-search field to indicate
which product/service being invoiced is applicable to this message.
6) Custom Date
d) Campaigns | Patient List
This optional setting provides a further filter of patients that are involved in the campaign.
By default - All Subscribed Patients - is set, which filters out patients that have unsubscribed from receiving JuvonnoComm communications.
To create a customized patient list, follow the instructions found here on Patient Insights.
Once a Patient Insights report is saved, it will be added to the Patient List options to select from.
e) Campaigns | Send On
This setting controls when to send the message, based on the trigger.
Based on the template/trigger selected, there will be certain send options available.
Note: The Custom Date trigger will populate the Send On date automatically.
f) Campaigns | Start & End Date
These dates are where you can control the start/stop date of the campaign.
By default, the Start Date will populate with present day, but are able to
set it to a future date to have the campaign begin then.
The End Date is by default 'Unlimited' meaning the campaign will be active
until it is manually deactivated or the end date is applied at another time.
g) Campaigns | Portal Book Link
Setting this to Yes will include a 'Book an Appointment' link to the
end of the message. This link directs the user to the Patient Portal.
Note: This link's clicks are tracked in campaign reports.
h) Campaigns | Rating Link
Setting this to Yes will include rating links at the end of the message.
Patients can select from one of the faces to rate their appointment.
A confirmation of their selection will display:
Once they have rated an appointment once, they cannot make any changes.
Note: This link's ratings are tracked in campaign reports.
i) Campaigns | Status
Select to Activate or Inactivate the campaign.
Campaign Testing
You are able (and encouraged) to run tests on your campaign before activation.
Within the campaign itself, you'll find two options to do so.
a) Preview
Use this option to preview how many total recipients are estimated to receive the campaign's message based on the 'preview' date entered. Also, you will be able to validate the formatting and tags found within the message as well as an overall finished look of the design.
i.e. A birthday campaign is created, with its Send On set to Day Of.
To run a preview, enter any date that has the month/day matching up to a patient's profile date of birth.
This will simulate that date and provide the total count of messages being sent and a preview of the messages listed below the campaign.
For any campaign that has Send On set to Day Prior, After, Month After, etc. keep in mind to use this to offset your preview date.
i.e. A Insurance Reset Reminder campaign is created, with its Send Date set to Month Prior.
To run a preview, enter any typical insurance reset date (the first of any month) but back date it by a full month. To view a sample of your Sept 1st reset reminders messages, set the Preview date to Aug 1st.
b) Sample
Use this option to actually send a single email or text message example to your own email/phone to have an instant sample for review. This helps in viewing the final result ahead of time on a phone or desktop, to edit formatting if necessary.
Additional Notes
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1) Once a campaign is sent once, you cannot change its Type (email/text) |
Additional Campaign Examples
Cancellation Follow-Up |
Using the Cancellation trigger, you can create a campaign to send out after an appointment was cancelled (with no further appointments scheduled) to get the patient to rebook via the patient portal. |
| Invoiced Item Follow-Up |
Using the Invoiced Item trigger, you can create a campaign to send out after an invoice is created with a specific product/service to share further information or encourage another purchase. |
| 90 Day Follow-Up |
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Announcement |
Using the Custom Date trigger, you can create a campaign that is sent on a date of your preference. You're able to also set a frequency if you would like to send out the message more than once, on a weekly or monthly basis. |
| Custom Patient List |
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