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Campaign Builder

Updated

This article is good for a brief overview, but there needs to be more contextual information that breaks down the process from start to finish.  Example sections that show examples of the content could be:-Creating the Campaign

-Testing a Campaign- will need detailed instructions on how to test and what it looks like.

-Activating a Campaign- will need detailed instructions on how to activate and what it looks like.

-Reviewing a Campaign Status- will need detailed instructions on how to review existing Campaigns in the various Statuses and what it looks like.

We should also explain what fields will be necessary, given the type of Campaign, SMS, Voice Call, Email.

 

Arpitha - I have created a new doc (Creating Your First Campaign) that covers creating, testing, activating, and reviewing campaign status in detail, and also included information on required fields based on the communication method.

[Navigation] Utilities > Campaign Builder

[Accordion] Overview

Use the Campaign Builder to create and schedule SMS, Email, or Voice Calls for your patients. It’s a simple way to send clinic updates, reminders, and important announcements to groups of people at once.

[Permissions] The staff member must have Administrative Privileges enabled in their Staff Info record to access Campaign Builder [Staff > Staff Info > User Has Administrative Privileges]

[Accordion] Getting Started

Create and send clinic-wide announcements quickly by customizing your messages and choosing your recipients. 

article_campaign_builder_overview_1.png
  • Actions: Use the [[img:edit]] icon to edit an existing Campaign, and the [[img:more_vert]] icon to delete or clone one.
  • Click/Tap on [[img:add>>lbl:Add New Campaign]] to add a new Campaign.
  • Toolbar Options: 
    • [[img:save>>lbl:Save Campaign]] Save the Campaign
    • [[img:close>>lbl:Cancel Changes]] Discard unsaved changes
    • [[img:refresh>>lbl:Refresh Campaign]] Update the Campaign to display the latest changes
    • [[img:task>>lbl:Test Campaign]] Schedule and send a test message to ensure the Campaign looks exactly how you want
    • [[img:category>>lbl:Activate Campaign]] Activate the Campaign and schedule it for your preferred date and time
  1. Configure Campaign:
    • Campaign Name (required): Enter the Campaign name
    • Date/Time to Send (required): Choose when you want your communication to be sent
    • Communication Methods (required): Choose the communication method (SMS, Email, Voice Call)
    • Message Substitution Field: Select a field variable to insert into your Message Content that will be swapped out with a patient-specific value when sent
    • Message Content (required): Enter the message text
    • Email Subject Line (required): Enter the email subject (Required when Communication Method is set to Email)
    • Reply-To Email Address: Enter where email replies should be sent
    • Reply To Name: Enter the sender name that will appear in the recipient’s inbox
    • Test Phone (required): Enter a phone number to receive a test SMS or Voice Call and verify your Campaign before it goes live (Required when Communication Method is set to SMS/Voice Call)
    • Test Email Address (required): Enter the email address to receive test emails (Required when Communication Method is set to Email)
  2. Search for Recipients:
    • Click/Tap on [[img:person_add>>lbl:Populate Recipients]] to add all the patients (active/discharged) to the recipient list.
    • Click/Tap on the Status field to bring the Client Lookup form up. From there, click on the Status bar to view the available filters to narrow the recipient list.
  3. Adjust Recipient List:
    • Click/Tap on [[img:add>>lbl:Add Recipient]] to manually update the recipient list.

[Info] Live, Deleted, and Completed Campaigns cannot be edited; you can only view their content.

[Accordion] FAQs

[Q] Who can access Campaign Builder?

[A] Staff members who have Administrative Privileges enabled in their Staff Info record can access Campaign Builder under Utilities [Staff > Staff Info > User Has Administrative Privileges]

[Q] Who can I send Campaigns to?

[A] You can send communications to your entire patient database, or specific groups of patients based on the available filters.

[Q] Why can’t I edit some of the existing Campaign records?

[A] Only Draft, Testing, and Tested records are editable. If a record is marked as Live, Deleted, or Completed, it cannot only be viewed, not edited.

[Q] What communication methods are supported in Campaign Builder?

[A] Campaign Builder allows you to send campaigns using SMS, Email, and Voice calls. You can select one or multiple communication methods depending on how you want the message to be delivered.

[Q] Can I save a Campaign and send it later?

[A] Absolutely. You can save your campaign as a draft and return to it whenever you are ready to finalize the details.

[Q] How do I apply changes I’ve made to a Campaign draft?

[A] Simply Refresh the Campaign page or save your changes to ensure the most recent updates are applied before you hit send.

[Accordion] Related Articles

Creating Your First Campaign