Campaigns
Appt Reminders, Blast Campaigns, Drip Campaigns, Message Manager, Review Campaigns
20 articles
- Using inclusion (+) and exclusion (-) tags on appointment remindersUse inclusion (+) and exclusion (-) tags on appointment reminders for Spanish speakers, opt-outs, and patients who want only one reminder
- How do we use appointment reminders to get new patients to arrive early?How can we encourage new patients to come in early to fill out their intake forms?
- Why was a new patient not sent the automated confirmation text and email?New patient confirmation text or email not sent is usually a wrong appointment purpose or a missing cell number and email address
- How to add a calendar link to appointment remindersAdd to calendar link in reminders / Calendar link in appointment reminders / Appointment calendar link example
- Set up, manage, customize and troubleshoot appointment reminder campaignsSet up, target and fix appointment reminder campaigns, including missed reminders, duplicate texts, sweep timing and text statuses
- Why Appointment Reminders Aren’t Sent at the Exact Minute (e.g., 1 Hour Before)Reminders sent early or late by 10-15 minutes are normal — EHR sync cycles and carrier queuing make SMS delivery approximate, not exact
- Send bulk SMS or email to selected patients from reportsSend bulk SMS or email to selected patients from the Appointment, Recall List, Patient Management and Cancelled/Missed reports (web only)
- How do I see campaign delivery, open, bounce and unsubscribe numbers?Use the campaign Report tab to see recipients, delivered %, opens, errors, bounces and unsubscribes, and what counts as a bounce
- Creating and Using Blast Campaigns in TrackStatBuild a targeted blast with one or more text and/or email messages, load the audience, tag patients, and fix campaigns that won't send or return zero recipients.
- Newsletter PromptPrompt to enter for your newsletter
- How do we set up a drip campaign based on visit count?Build a visit-count drip using the Last Visit Date checked-in filter plus Total Visits Per Case as a secondary filter
- How can I customize and personalize post-appointment messages?Send post-visit follow-up texts using an after check-in appointment reminder or a last checked in visit drip, 1-2 hours later or next day
- How do missed appointment notifications work and how are they customized?Set the delay for missed appointment texts and use the Has Future Appointment filter so checked-in patients don't get no-show messages
- Drip Campaigns – Setup, Customization, and Best PracticesBuild automated text and email drips for birthdays, missed appointments and reactivation, with filters, goals and fixes for duplicate sends
- How do I send automated birthday wishes, review requests and check-ins?Automated drip campaigns for birthdays, Google review requests, reactivation, missed appointments and new patient check-ins
- How do I use filters to create effective blast and drip campaigns?Target blast and drip audiences with filters like last visit date, missed appointment, insurance, CPT codes, care package and tags
- How can I segment and target audiences while avoiding duplicates?Use Appointment Provider filters, tag exclusions and mutually exclusive age or birthday-month bands so patients don't get duplicate blasts
- Can I send a marketing campaign to people who are not patients?Non-patients and outside contact lists cannot be messaged: recipients must exist as patients in your EMR/EHR first
- Managing monthly messaging credits and texting overagesTexting overages, texting credits, adding more message credits