This document outlines the steps required to create a marketing campaign.
Navigate to the
Marketingmodule and then theCampaignssubmenu.Select
Activate New Campaignbutton towards the top-right and a pop-up will display
In the pop-up, select the
Campaigntype from the list provided
There are a number of campaigns that are already set up and ready to go, for example:
Birthday
HA Purchased Day 1
HA Purchased follow up week 1
HA Clean and Check
Select Communication Method
Choose different communication methods for the campaign and they can be automated or manual:
Text/SMS(Automated)Email(Automated)Voice call(Manual)Direct Mail(Manual)
Note: You cannot create two campaigns of the same type; for example, if you create a campaign with the Text/SMS communication method, you cannot create a separate campaign with the Email communication method.
After selecting each type and method, you are able to review how this campaign works as highlighted in the screenshot below:
You’ll also see the default templates that are created for the campaign. These can be edited once the campaign is active:
Select the
Activatebutton to create the campaignNow the new campaign is created
It can be left as it is or
It can be edited by clicking the three dots and select View Campaign:
Here the templates for the Text message or email can be updated, depending on the type of the campaign selected
Click Save button after all the changes are done
Once a campaign has been activated, it will run automatically without the need for further input, ensuring easy communication with your patients.
Note: Campaigns are created per-clinic, meaning that if you want different campaigns set up across different clinics, you'll be able to switch between them by selecting the appropriate clinic towards the top-right of Suno.
By following these steps, you can efficiently create new campaigns within our system. For further assistance, please contact the help desk.