Drip campaigns in TrackStat allow you to engage with your patients consistently and strategically through automated messaging. This guide addresses frequently asked questions and steps to set up drip campaigns effectively.
What Are Drip Campaigns Used For?
Drip campaigns automate patient outreach based on specific triggers and timelines. Common examples include:
• Happy Birthday Messages
• Missed Appointment Follow-Ups
• New Patient Welcome Letters
• Patient Education Series
• No Conversion Letters/Reactivation
• Anniversary Messages (based on first visit date or visit count)
How Can Filters Be Used to Create Effective Campaigns?
TrackStat’s advanced filters allow you to create highly specific and customized audiences for your campaigns. Filters include criteria such as:
• First Visit Date
• Last Visit Date
• Birthday
• Missed Appointment
• Active/Inactive Status
• Total Paid
• Tags (e.g., “No Marketing” or “Not Qualified”)
• Diagnosis, Care Package, or CPT/Service Codes
• Future Appointment
• Referral Source
• Insurance Type
• Appointment Purpose
• Location (City, State, Zip Code)
• Age, Sex, and more.
Use these filters to fine-tune your audience and ensure messages reach the right patients.
Watch Drip Campaign Video
FAQs About Drip Campaigns
Can I Use Tags to Include or Exclude Patients?
Yes, tags are a powerful way to include or exclude specific patient groups. For example:
Exclude patients with a “No Marketing” tag.
Include patients tagged for a specific care package or campaign.
Why Can’t I See New Appointment Purposes in TrackStat?
Appointment purposes will only appear in TrackStat after they are used for the first time in your EMR/EHR system (e.g., ChiroTouch).
How Do I Find and Exclude Patients Opted Out of Marketing?
For ChiroTouch users:
Go to the Front Desk app.
Click Billing Statements & Reports > Labels/Lists.
In the dropdown, select Patient List.
Under Options, select Patient Marketing, tag as “FALSE.”
Generate the list, then assign a tag in TrackStat to exclude these patients from campaigns.
Tips for Customizing Campaigns
Can I Send Campaigns to Non-Patients?
No, only patients recorded in your EMR/EHR software can receive messages through TrackStat.
How Can I Create Visually Appealing Emails?
Design graphics using tools like Canva or Adobe Creative Cloud. Insert the designs as images into your email campaigns for a professional look.
Setting Up a Campaign Based on Visit Count
Go to the Audience Filter tab.
Set Last Visit Date = Today or Yesterday as the date filter.
Add a filter for Visit Count and specify the number.
Apply additional filters as needed.
Navigate to the Message/Schedule tab:
See sample messages - https://help2.trackstat.org/en/articles/7204366-drip-patient-education
Advanced Campaign Strategies
How Do Goals Work?
Campaign goals automatically pull patients out of the campaign once the goal is met (e.g., scheduling an appointment). This is particularly useful for multi-step campaigns.
How Do I Avoid Repetitive Messaging?
Use exclusions for patients who have already received the message.
Batch campaigns, such as reactivation messages, weekly or monthly instead of daily.
How Do I Handle Missed Appointments?
Default timing is 15 or 30 minutes after a missed appointment to allow EMR/EHR syncing. For immediate outreach, use canned replies to quickly message patients.
By leveraging these features, you can optimize your patient communication and achieve better engagement with minimal effort.