Navigate to the Campaigns tab.
Click on New Campaign.
Select the locations that will be included in the campaign.
Select the patients who will be sent the campaign by using our specific filters or uploading a CSV
Tip: By default, NexHealth only sends campaigns to active patients synced from your health record system (EHR).
Want to narrow your audience even more? Click Add filters to target by:
Age, gender, or language
Insurance provider
Procedures performed
Appointment history (e.g., patients seen in the last 6 months)
After selecting filters, click Save and Continue.
5. If uploading a CSV file of patients, please make sure to follow the exact formatting as our sample CSV which can be accessed by clicking "SAMPLE CSV."
6. Click Save Recipient
7. Replace Untitled Campaign with the name of your campaign. This title is used for your purposes and will not be visible to the patients.
8. Use NexHealth’s AI campaign assistant to generate your email or SMS content:
Click Generate with AI
Type a short prompt like “4th of July message for all active patients”
Edit and personalize the message using Smart Commands like
[First NameToggle the email and/or SMS to On.(Note: To optimize deliverability and patient experience, we recommend messages stay below 300 characters. See SMS Campaign best practices here.)
9. If using the email template, add a subject to the email & edit the body of the campaign. The editor functions similarly to a Word document. You’re able to add hyperlinks and images. (If you prefer to edit via HTML, click the source tab in the bottom left of the frame.)
10. Preview the campaign by selecting load preview.
11. Send a test email or SMS to yourself by clicking Send test email or Send test SMS.
12. Save the campaign as a draft if you're not yet ready to send
13. Click send when you’re ready to send to your patient recipient list!