Creating a new campaign

Owned by Harry Garwood (Unlicensed)
Last updated: Aug 04, 2020
3 min read

If you’d like to create a new campaign to run then follow the steps as shown below to access the Marketing Manager menu and then ‘+1’ to begin:

You’ll notice a few different options when you click ‘+1’ in the Marketing Manager screen before you start designing your campaign so here is what these settings do:

One – Off Campaign

A one off campaign is any information you only want to send to your patients ONCE.

This type of campaign will have one contact list and will only send to those patients and will NOT be sent again to any new patients meeting the contact list criteria.
Campaign examples -

  • Practice updates

  • New provider intros

  • Time limited promotions/offers

  • Newsletters.

Continuous Campaigns

A continuous campaign is an ongoing campaign. We will create a contact list for the campaign and this will run through EVERYDAY  and SEND AUTOMATICALLY to patients as soon as they meet the contact list criteria.
Campaign examples -

  • Happy Birthday Messages

  • Treatment Aftercare/ Pre-op Advice

  • New Patient Welcomes

  • Feedback requests following an appointment

 

Patient Reset Interval:

This will only apply if you have selected a continuous campaign.

This is how to set how often a patient is contacted by the campaign. If you keep the reset interval as 12 months, this means that the patients campaign will only receive the campaign media ONCE in a 12 month period, no matter how many times they meet the contact list criteria of the campaign.

Usually we would keep this set to 12 months but keep in mind, some patients may not receive the media if they meet the campaign contact list criteria more than once in the 12 months.

EXAMPLE: If you have extraction aftercare set up and a patient has 2 extractions in a 7 month period. They will only receive the aftercare email on their first extraction, NOT the second. Please contact a member of the marketing team if you are unsure about this.

Please always keep this as Automated. Do not change to manual

Campaign Design and Sending

We only use 2 of these options from the drop down menu. Please see below -

Product & Service Information or Promotion:

This option is for any campaigns that we NEED GDPR/Marketing Consent for. Please note If you select this option the system is configured to only send to patients who have OPTED IN for marketing.

Campaign examples:

  • Promotions/Special Offers

  • Membership plans

  • Social Media ‘Like’ requests

Important Notifications

Campaign examples:

  • Practice updates/Changes

  • New patient welcomes

  • Aftercare/Pre-op advice

Campaign Dashboard:

Your campaign dashboard will look like this. You can name your campaign, this will help you to identify which campaign is which when you have multiple campaigns running

You can now select ‘Campaign Design’ to access your template options for your campaign. Click here for the steps on creating / editing your own templates