Campaigns offer a quick and effective means of communicating with groups of your patients. Send personalized messages via text and email about end-of-year insurance benefits offers, weather closures, new team members, holiday greetings, and more. Apply filters to curate a specific patient list. Then, briefly outline your content, and use the built-in AI to write the copy. This article outlines how to send a campaign:
Select your template
1. To start with a pre-built template, navigate to Campaigns --> Favorites and choose from the selection of pre-built templates. Click on the name of the campaign, and then Make a copy.
2. To start with a blank campaign, click on New campaign.
3. Update or give the Campaign a title, select the Location(s) you wish to send it to, and click Continue.
Select your intended audience
4. Use the campaign filters to select the audience you want to send the campaign to. Click Continue when you are finished adding filters.
*Note: Procedure, Insurance, Waitlist, and Continuing care filters vary by practice management system.
5. Verify that the patient list is correct and click Continue.
Edit or author your message
6. Click +Add email message and then Edit to edit the copy. Click +Add text message if you would like to send both email and text.
7. The email and text message editors work the same as the general NexHealth template editor, including the ability to add Smart Commands to your campaigns.
8. Use the Generate with AI feature. Briefly outline your desired content in the box in the top right and then click Generate with AI to allow the NexHealth AI to write the first draft for you!
9. Edit the copy, then click Save and exit.
10. Repeat for the SMS message if desired. Keep in mind SMS messages should be much shorter than an email.
Add images
Increase a campaign's likelihood of success by using images to capture patients' attention and make it more visually engaging.
11. To add a picture to an email campaign, select the Image icon in the editor.
12. Click Upload to select the image to add. Drag and drop your desired image into the box, or click Browse for an image to locate one from your computer.
13. Click Save.
*Note:
Images cannot be added to SMS campaigns due to carrier requirements.
Videos cannot be directly embedded in a campaign. However, you can upload an image of the video and then use the link icon to overlay a link to the video. This will allow patients to click on the image and launch the video.
Send or Schedule your Campaign
14. Click Schedule (to send the campaign at a future date) or Send to send it immediately.
