Campaigns allow you to automate sending SMS and emails to patients that appear in report results on an ongoing basis. They are ideal for automatically sending:
weekly/monthly recall notices
birthday messages to patients with birthdays 'this month'
new patients a welcome/thank you email
Campaigns work using your chosen saved filters for most reports in PracSuite. Each time the campaign is scheduled to run, it will generate your report with the chosen filters to identify the latest group of patients that will be targeted with the campaign.
Creating a Campaign
To create a campaign, go to Reports > Campaigns.
Select Edit in the top left.
Select the Add Campaign button.
You will then need to select the following preferences for your campaign:
1. Campaign Name
Select a name for your campaign to help identify it.
2. Choose your report
Select the report that returns a list of patients to target with the campaign.
3. Saved Filters
Choose the filters to apply for the campaign. If you have not already saved a set of filters for the report, follow these instructions.
4. Type
The Campaign Type determines how the message will be sent to the patient.
Email - The message will be sent to patients opted into email marketing
SMS - The message will be sent to patients opted into SMS marketing
Prefer Email - PracSuite will send an email to patients that have both an email and mobile number on their file, and then SMS the remaining patients without.
Prefer SMS - PracSuite will SMS the message to those with an SMS, and then email patients without a mobile number on their file.
Only patients who have opted into Email or SMS Marketing will receive messages sent through Campaigns.
5. Business
When emailing campaigns, this will determine which business' outbound email settings to use.
6. SMS/Email Template
Choose the SMS and/or email template to use for the campaign.
7. Open & Click Tracking - Select this to provide insight into how many recipients opened the email and how many clicked on links within the email.
Open & Click Tracking is only available when using the Send via PracSuite email method.
If you select an Outlook or Gmail email as the 'from address' and enable Open & Click Tracking, your email will be Sent via PracSuite. The email will still be sent with the same email address and sender name. Click here to learn more about this.
8. When to Send
Choose how often this campaign should run. Based on the selected frequency, PracSuite will run the report using your chosen saved filters and then send the email/SMS message to the patients that appear in the report results accordingly.
Select Save to finalise your changes.
Viewing Campaign Statistics
Statistics for your Campaign can be viewed in Reports > Campaigns.
Select a Campaign from the grid.
You will be able to see a history of the patients that the message was sent to, which of those patients opened or clicked links in the email, and which patients the email failed to send to.
If your campaign has been sent via the Outlook or Gmail integration, only Sent and Failed statistics will be available.