Who Is Your Ideal Audience?
What kind of workshop is this?
Is it for women? Men? Patients of a certain age?
Would you offer this to anyone or patients who are financially qualified because of past or insurance payments?
Patients who have had a particular type of appointment
Patients who have seen or not seen a provider
Patients who have received or not received a particular service, product, or supplement?
Think about that first, rather than inviting everyone. Your delivery rate improves if you segment your audience in email because it allows you to write better email and text message, increasing engagement. The better your engagement, the better your delivery and open rate.
Next, Go To Blasts
Click on megaphone icon
Select Blast Campaigns
Click green + on far right of the blue column header to create a new campaign
Name it and click Save
Select primary filter from drop down menu (date range):
Visit Date (I would consider the last 2-3 years)
Click Filters button to select secondary filters (to identify your target audience):
Active/Inactive
Age (think about the age range that is best)
Attorney
Birthday Month
Care Package
Case Type
City
CPT code (include + or exclude - ) (this will probably not be necessary)
Diagnosis
Fee Schedule
Has Future Appointment
Insurance Company
Primary Provider
Referral Source
Sex (You may consider this for a seminar)
Total Paid (I highly recommend you use this. If someone has not completed 3 visits to your office, the likelihood they have a relationship with you is minimal. Insurance or money out of pocket is included in this number.)
State
Tags (include + or exclude - ) (exclude your 'not qualified and any other tags you wish)
Appointment Provider (You may want to exclude patients from a certain provider)
Appointment Purpose (Your ideal patients have had a certain type of visit)
Zip Code
Next Appointment Provider
Last Appointment Provider
Next Appointment Purpos
Click on Message/Schedule
Click + Add New Schedule button
Add Schedule name
Select time for message to be sent from drop down:
Now
At the designated date/time
To create a new text or email message, click + on the right side of Choose Message drop-down menu
Name it
Choose Text or Email from drop down Type
Assign message to a folder for organizational purposes (optional)
Create message in box using {{merge fields}} as desired.
For text usage, keep in mind:
1 text message = 160 characters including spaces
2 text messages = 161 - 320 characters including spaces
3 text messages = 321 - 480 characters including spaces
Example - text message that is 180 characters long with an audience of 500 patients is counted as sending 1,000 text messages
Click Save button
Select saved message from Choose Message drop down list
Repeat steps above to add additional messages using delay timing (optional)
When there are more than 2 Message/Schedules in the campaign, the Message Delay Timings for Message/Schedule 3 and higher are based on the number of days since the previous Message/Schedule and not number of days since Message/Schedule 1
When ready to send/schedule a campaign, click Enable button on each message schedule.
Then click Enable button for the whole campaign.
Click the Save button
Message(s) will be sent at the designated times.
Tag Patients In The Inbox
Tag those patients
If you have a reply from someone replying to RSVP for the workshop/seminar, tag them.
Create a tag such as: workshop.year.month.date
Pull up your list of patients with this tag in the ALL PATIENTS report. Make sure your filter by a long enough date range at the top, and then filter by tags to get your list of attendees
