Setting up a happy birthday drip campaign is excellent and if you want okay results, you will stick with the automation. However, if you want to grow your practice, you will use the birthday reactivation blast campaign.
What's the difference?
The primary difference is that you are calling these patients on their birthday month with a special offer to come into the office in addition to the email/text.
Why would you call them?
Birthdays are a particular time for everyone, and people are more receptive to a birthday offer than most other offers. An automated text or email is better than nothing, but if you reach out to a small group of patients on their birthday month, they will likely respond.
Most clinics will have 10 to 80 people that meet their requirements each month, and if you call them, there is a high likelihood they will respond to the offer.
Video Instructions
How to Run a Birthday Reactivation Campaign
Steps to Set Up a Birthday Reactivation Campaign
1. Create a New Campaign
Click the Megaphone Icon in TrackStat.
Select Blast Campaigns.
Click the + Add Campaign button to add a new campaign.
Name your campaign (e.g., 2024.January.BirthdayRecall) and click Save.
2. Build Your Audience
Date Filter:
Choose Last Visit Date to target patients who haven’t visited recently.
Filters:
Birthday Month: Select the current month (e.g., January).
Active Patients: Include only active patients to focus on your best leads.
Has Future Appointment: Set to “No” to exclude patients already scheduled.
Paid - Total: Include patients who have spent a minimum amount (e.g., $400).
Tags: Exclude patients tagged as “Not Qualified” or similar.
Click Load or Next to generate the audience list.
Click Audience Preview:
Review the list and remove unwanted recipients using the Trash Can Icon.
Tag this audience for tracking (e.g., 2024.January.BirthdayRecall).
3. Create and Schedule Messages
1. Click Message/Schedule and then + Add Message.
Name the schedule and select a send time or search for 'birthday' to find birthday reactivation templates
Edit the original message or copy and edit the copied version
Timing: Now or At a Designated Date/Time.
Use merge fields (e.g., {{FirstName}}) for personalization.
Keep texts within 160 characters when possible to avoid additional credit usage.
4. Turn On and Launch the Campaign
Make sure your campaign has a green indicated light on.
Best Practices
Call Patients: Pair automated messages with phone calls to maximize response rates.
Craft a Strong Offer: Provide a compelling reason for patients to return, such as a free consultation or birthday discount.
Follow Up with Non-Responders: Use tags to filter patients and track follow-ups.
Follow-Up Steps
Track campaign performance in your dashboard to monitor delivery and response rates.
Use the tagged list to follow up with patients via calls or additional messages.
Record outcomes in patient records and remove tags for those who respond.
By following these steps, you can ensure a highly effective and personalized birthday reactivation campaign, strengthening patient relationships and boosting practice growth.
Sample Script:
"Hi [patientname], this is [your name] from [your office], we sent you an email and a text about a special birthday offer this month. Did you get a chance to read it?
(most likely they will say no, even if they read it)
Responded NO: "The doctor wanted me to reach out because it was your birthday this month and offer you _______ as a special gift. The only catch is that you must use it up this month. Do you have a preferred day of the week and time to take advantage of that offer?"
Responded YES: "Great, the doctor wanted me to reach out because it was your birthday this month and offer you _______ as a special gift. The only catch is that you must use it up this month. Do you have a preferred day of the week and time to take advantage of that offer?"