Bulk Texting from Appointment Report
Open up appointment report
Select appropriate day
Filter down by provider if necessary
Select all
Search for message:
'Announcement: office closure' for closing due to weather
'Announcement: provider sick today / cancel appt
Send the message
Blast Campaign - Announce office closure
Instructions for Sending an Office Closure Message in TrackStat
Step 1: Navigate to the Blast Campaign
Go to the Marketing section in TrackStat.
Select Blast from the menu.
Step 2: Set Up the Campaign
Name your campaign something like “Office Closure.”
Use the Next Visit Date filter to select the date of the office closure.
(Optional) Filter by a specific provider if necessary.
If needed, use other filters like Appointment Type, but this is typically unnecessary for an office closure message.
Step 3: Preview Your Audience
Check the audience list to ensure accuracy.
Verify that recipients have a cell phone number (you can exclude email-only contacts).
Step 4: Add and Customize Your Message
Click Add Message and select a template like “Closure” or create a custom message.
Preview or edit the message if needed:
Example: “Our office will be closed on [date]. Please contact us to reschedule if needed.”
Choose to send the message immediately or schedule it for a specific time.
Step 5: Send the Message
Turn the campaign on to activate it.
Step 6: Exit or Cancel if Necessary
• If you decide not to send the message, turn the campaign off before exiting.