Campaigns
- Jessica Colaw
- Elizabeth DeMunck (Unlicensed)
- Lauren Ipsum (Unlicensed)
Campaign names and descriptions
Automated marketing emails are sent daily and target patients for the following campaigns:
Name | Description |
|---|---|
Birthdays #1 - Email and 7 days print | An email will go out to active patients on the date of their birthday. Print letters will be generated 7 days before the patient's birthday. |
Birthdays #2 - Email and 60 days print | An email will go out to active patients on the date of their birthday. Print letters will be generated 60 days before the patient's birthday. |
Cancel and no show #1 - 1 week | Active patients whose last appointment was cancelled or no-show, and 7 days before the current date. Also makes sure the patient doesn't have an active appointment scheduled within the next 30 days. |
Cancel and no show #2 - 2 weeks | Active patients whose last appointment was cancelled or no-show, and 14 days before the current date. Also makes sure the patient doesn't have an active appointment scheduled within the next 30 days. |
Cancel and no show #3 - 30 days | Active patients whose last appointment was cancelled or no-show, and 30 days before the current date. Also makes sure the patient doesn't have an active appointment scheduled within the next 30 days. |
Clean and check | A clean and check email or print letter will be generated for active patients with 6-month intervals (6, 12, 18, etc.) from the date of fitting as long as the hearing aid is covered under warranty. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Google Review Request #1 - 1 day (Coming soon!) | Active patients and QuickAdds who have an appointment in completed status from the prior day. This event type must have online review enabled. Makes sure the patient has not chosen to abstain from online review. |
Hearing aid 1 year old | Active patients whose active hearing aid(s) have been purchased 1 year prior to the current date. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Hearing aid 2 years old | Active patients whose active hearing aid(s) have been purchased 2 years prior to the current date. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Hearing aid 3 years old | Active patients whose active hearing aid(s) have been purchased 3 years prior to the current date. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Hearing aid 4 years old | Active patients whose active hearing aid(s) have been purchased 4 years prior to the current date. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Hearing aid 5 years old | Active patients whose active hearing aid(s) have been purchased 5 years prior to the current date. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
New patient welcome message | Active patients and QuickAdds who have been created in the system on the current date and that have an appointment scheduled within the next 30 days. |
New QuickAdd Contact Inquiry (Coming soon!) | Active QuickAdds who have been created in the system from the prior day and have no upcoming appointment. |
Not tested in a year | Active patients whose last audiology (test date) entry is one year prior to the current date. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Patient Referral #1 - 1 day (Coming soon!) | Active patients and QuickAdds who have been created in the system from the prior day and have an existing patient listed as their referral source. |
Post fitting #1 - 1 week | Active patients whose latest fit hearing aid fitting is 1 week from the current date. |
Post fitting #2 - 2 weeks | Active patients whose latest fit hearing aid fitting is 2 weeks from the current date. |
Post fitting #3 - 30 days | Active patients whose latest fit hearing aid fitting is 30 days from the current date. |
Post fitting #4 - 8 weeks | Active patients whose latest fit hearing aid fitting is 8 weeks from the current date. |
Post fitting #5 - 12 weeks | Active patients whose latest fit hearing aid fitting is 12 weeks from the current date. |
Post fitting #6 - 26 weeks | Active patients whose latest fit hearing aid fitting is 26 weeks from the current date. |
Post fitting #7 - 52 weeks | Active patients whose latest fit hearing aid fitting is 52 weeks from the current date. |
Post-warranty expiration message #1 - 2 weeks | Active patients with an active hearing aid that had a warranty expire 2 weeks ago. |
Post-warranty expiration message #2 - 3 weeks | Active patients with an active hearing aid that had a warranty expire 3 weeks ago. |
Service plan expiration #1 - 30 days | Active patients who have an active hearing aid with a service plan expiring in 30 days from the current date. |
Service plan expiration #2 - 45 days | Active patients who have an active hearing aid with a service plan expiring in 45 days from the current date. |
Service plan expiration #3 - 60 days | Active patients who have an active hearing aid with a service plan expiring in 60 days from the current date. |
Tested, not sold #1 - 1 week | Active patients whose last audiology entry, with a hearing loss, is 1 week from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #2 - 3 weeks | Active patients whose last audiology entry, with a hearing loss, is 3 weeks from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #3 - 30 days | Active patients whose last audiology entry, with a hearing loss, is 30 days from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #4 - 3 months | Active patients whose last audiology entry, with a hearing loss, is 3 months from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #5 - 6 months | Active patients whose last audiology entry, with a hearing loss, is 6 months from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #6 - 9 months | Active patients whose last audiology entry, with a hearing loss, is 9 months from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #7 - 12 months | Active patients whose last audiology entry, with a hearing loss, is 3 weeks from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #8 - 15 months | Active patients whose last audiology entry, with a hearing loss, is 15 months from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #9 - 18 months | Active patients whose last audiology entry, with a hearing loss, is 18 months from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #10 - 21 months | Active patients whose last audiology entry, with a hearing loss, is 21 months from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Tested, not sold #11 - 24 months | Active patients whose last audiology entry, with a hearing loss, is 24 months from the current date and has no subsequent hearing aid purchase or whose most recent hearing aid is over 4 years old. Also makes sure the patient doesn’t have an active appointment scheduled within the next 30 days. |
Upcoming appointment notification | Active patients and QuickAdds who have an appointment scheduled exactly 2 days from the current date. |
Warranty expiration message #1 - 2 weeks | Active patients who have an active hearing aid that is expiring in 2 weeks from the current date. |
Warranty expiration message #2 - 3 weeks | Active patients who have an active hearing aid that is expiring in 3 weeks from the current date. |
Warranty expiration message #3 - 30 days | Active patients who have an active hearing aid that is expiring in 30 days from the current date. |
Warranty expiration message #4 - 45 days | Active patients who have an active hearing aid that is expiring in 45 days from the current date. |
Warranty expiration message #5 - 60 days | Active patients who have an active hearing aid that is expiring in 60 days from the current date. |
If you opted for emails to be sent manually, they will not be sent automatically.
Campaigns
Every morning at 6 AM local time, the active campaigns will look for patients who meet the targeting criteria.
Any patient with an email address (who is not excluded from the email campaign by their communication preferences) will automatically receive an email from your clinic. These patients can be seen in the Automated campaigns (email) list under the Marketing module.
If you opted for emails to be sent manually, you can review the list of selected patients under the Automated campaigns (email) and then click Send email at the bottom of the screen.
Any patient who does not have an email address (and is not excluded from the print campaign by their communication preferences) can be seen in the Automated campaigns (print) list.
To view these lists of selected patients, click on the Marketing button on the main toolbar.
In the Marketing screen, on the Marketing campaigns tab, click Automated Campaigns (email) or Automated campaigns (print)
Patient communication preferences
In a patient's Details tab, you can set communication preferences that will exclude that patient from certain forms of marketing contact.
If the Do not mail checkbox is checked, the patient will, by default, be excluded from all print marketing campaigns.
If the Do not email checkbox is checked, the patient will be excluded from all email marketing campaigns (as well as other forms of email contact, e.g., appointment reminders).
If the Do not send commercial messages checkbox is checked, the patient will be excluded from all marketing campaigns marked as commercial.