Yes, a specific group of patients can be identified and bulk tagged using the blast campaign filters and easily tracked on other reports.
Using TrackStat's advanced segmentation tools, you can ensure your campaigns target the right audience by leveraging filters and tags to prioritize engagement with active and relevant patients.
Click on megaphone icon
Select Marketing Campaigns
Select Blast Campaigns Click yellow + Add Campaign button to create a new campaign Type in a name for the campaign Select primary date filter date range for: Choosing an appropriate date range can help ensure that your campaign targets current and relevant patient records, minimizing outreach to outdated contacts.
Visit Date
Last Visit Date
First Visit Date
Next Visit Date
Select secondary filters to identify your target audience:
For instance, using 'Tags' as a filter allows you to narrow down patients by specific markers such as 'Follow-Up' or campaign-specific identifiers, while filtering by 'Active/Inactive' status ensures that your outreach remains focused on patients currently engaged with your practice.
Tags
Active/Inactive
Age
Has Future Appointment
Appointment Purpose
Attorney
Birthday Month
Care Package
Case Types
Diagnosis
Fee Schedule
Insurance Company
Paid - Total
Provider - Appointment
Provider - Primary
Referral Source
Services/CPT code
Sex
Address (City, State or Zip)
Select Load button to run query and create list of patients
Scroll down to see audience preview
Uncheck box next to Address, Email and/or Cell Phone to show patients who are missing contact information as appropriate
Click on Tags
Select tag from list to apply to all patients in audience, then hit Done or
To add a new tag, type the tag name in the box "add tag" and hit green +, then hit Done
Click X to Exit and Save the campaign
Now these patients with this tag can be identified on all reports in TrackStat by using the tag filters!
Additionally, take advantage of the 'Audience Preview' feature to validate your recipient list and avoid unintended messaging. Before launching a campaign, consider creating a test audience with a single recipient to verify your settings, including personalized fields and scheduling links. Note that campaigns require a processing time of around 10-15 minutes before delivery to recipients.
How to Test and Preview an Email Blast Campaign Before Sending It
Testing and previewing your email blast campaigns is a crucial step to ensure your email content is formatted correctly and appears as intended to recipients. This section outlines essential steps, benefits, and common aspects to verify during this process.
Steps to Test and Preview an Email Blast
Open Your Email Campaign: Navigate to the campaign you are currently working on.
Activate the Preview Feature: Look for the preview option in your application. This is typically marked by a preview button or icon.
Send Yourself a Test Email:
Enter your email address into the test-send field provided in the application.
Send the test email to your inbox for review. By completing these steps, you can ensure your email appears exactly as intended to your recipients. Keep in mind that patient specific merge fields will not be populated in a preview message.
Benefits of Testing and Previewing
Ensure proper formatting and layout of your email across different devices and email clients.
Verify that text, images, links, and attachments are displayed correctly.
Catch any errors or issues before the email reaches your audience.
Common Aspects to Verify During Preview
Content Accuracy: Check for typos, grammatical mistakes, and incorrect details.
Design Consistency: Verify that the email design matches your branding guidelines.
Functionality: Test all embedded links, buttons, and interactive elements to ensure they work correctly.
Mobile Responsiveness: Review the email on both desktop and mobile devices to confirm it looks and functions properly.