First, work on emails in Preferences> Communication Builder, then think of Preferences> Campaign Builder as the envelope (what messages am I sending, to whom, at what time(s))?
Emails: Create as many messages as you like. Three is the average.
Use the drag-and drop editor to build and format your content. When you drag-and-drop an image, select Jump to Gallery to link to a hosted image or upload one from your computer.
Campaigns (envelope) - The post-consult is a drip campaign meaning the audience is always changing. People get added to the audience if they are in Consult Complete status for a given procedure but have not yet scheduled or completed the actual procedure. People get removed from the audience if/when they schedule the actual procedure.
- The message(s) will be timed to go out at specific intervals starting w/when they are Consult Complete.
- For each message, click and drag the email button into the white space and configure the timing.
- You may decide that if someone receives all messages from this campaign and never schedules the procedure that you want to try the patient once last time by phone. Click and drag the Outbound Call task element to the last step in the flow to trigger a task for you, the MML user. Be sure you have reminder and task notiifications turned on in your User Profile (Preferences> Edit Staff Preferences).
Clean up your leads: Your campaigns will be more effective if the lists are "fresh." You can Delete (disqualify) a lead either one at a time or in groups for various business reasons, such as office/admin cleanup, unable to reach, insurance issue, health qualifications not met, and so forth. To start cleaning up the old leads:
- Go to View All Leads
- In the blue filter bar set Status=Contacted.
- Click the blue triangle in the column heading "Posted Date" to see the oldest records first.
- Open a lead to delete one record, or click the checkboxes on the right-most coluimn of View All leads
- Click the Delete button, choose Disqualify and select the Business reason closest to your purpose.
- Repeat this process with all of the other Status filters, focusing on old leads that will have a small or no chance of becoming new or returning patients.