Email and text campaigns to patients

A campaign is a message you choose to send to a group of patients, separate from the automatic messages tied to a specific appointment. Campaigns are part of the Professional plan and up.

Building the audience

Filter your patient list by the criteria that matter for the message you are sending, then preview how many patients the filters actually match before you send anything.

Writing the message

Write your own text or start from a ready template, and send it right away or schedule it for later. Birthday greetings can go out automatically once that campaign is set up.

Which channels

Campaigns go out by email or by text. There is no WhatsApp channel in the US product, so plan your wording for those two channels and nothing else.

Only patients who agreed

A campaign reaches only patients who have given marketing consent for that channel. That consent is separate from the consent needed for appointment reminders, which is covered in the notifications and reminders guide, so a patient without marketing consent can still get their reminders as normal.

Giving patients an easy way out

Every campaign email and text carries an unsubscribe link or a reply keyword, and a patient who opts out is removed from future campaigns right away.

Campaigns work best aimed at a specific, relevant group, a reminder to book a follow-up, a seasonal offer, or a note to patients who have not been in for a while, rather than one broad message to everyone on your list.