Sending birthday messages to your patients has now been simplified! Wish your patients a happy birthday by enabling automated Birthday Messages in Engagement.
In this article, we'll learn:
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Review Your Birthday Message Templates
Before you start sending automated birthday messages, you need to setup a custom Birthday Message Template in both email and text format.
Setup a Custom Birthday Text Template
To setup and customize a birthday text template:
Click on the settings gear in the upper right corner of Engagement, then click Templates
From the Engagement library section, click on the Birthday category to expand it
Click on the copy icon next to the Happy Birthday! template
You'll notice that the birthday template you just copied has now been added to the Custom templates section. Click on the 3-dots next to the new custom birthday template and click Edit
Update the template name, written content, and add placeholders as needed. When finished, click Save
Setup a Custom Birthday Email Campaign Template
To setup and customize a birthday email template:
From the left side menu of Engagement, click on Email Campaigns. Then click Templates
Click on the Templates gallery section, then use the search bar and search 'birthday'
In the Holidays category, you'll find the Patient 1 Birthday or Patient 2 Birthday template. Choose the template you'd like to use by clicking on the 3-dot menu and then click Copy to my templates
Update the template name, then select the Birthday category from the dropdown list. When finished, click the blue Copy button
Now, click on the My templates section near the top of your screen. Use the search bar to search for the name of your template or locate it in the Birthdays category. Click on the template's 3-dot menu, then click Edit template
Make your desired edits to the template. When finished, click the blue Save button in the bottom right corner
Enable Automated Birthday Messages
Once you've set up your text and email birthday templates, it's time to enable your automated birthday messages and start sending them to patients.
In the left side menu of Engagement, click on Follow Ups. Then click on TouchPoints
Click on the Other category tile
Click on the blue Add TouchPoint button
Click Birthday message
Next, setup the birthday automation rules:
Choose the time that the message will be sent at
Use the Skip Patients field to avoid sending birthday messages to patients seen outside of the selected time frame
Select the email and text message template that you would like to use
Select the preferred delivery channel (email or text)
When finished, click Add
Once added, the birthday message TouchPoint will show as active and enabled. Birthday messages will begin being sent to patients within 10 minutes of activation
Please note: If there is no content found in the Birthday Templates you have selected (email and text), automated birthday messages will not be sent.
Edit Birthday Automation Preferences
You can edit birthday message automation settings in just a few clicks in your TouchPoints dashboard.
In the left side menu of Engagement, click on Follow Ups. Then click on TouchPoints
Click on the Other tile, then click on the 3-dot menu next to Birthday message and choose Edit
Adjust your automation settings in each of the desired fields. When finished, click Save
Disable or Delete Birthday Message Automation
To disable automated birthday messages, click on the green toggle to turn it off. The status will show as inactive and the toggle will be greyed out. Once deactivated, automated birthday messages will no longer be sent to patients.
To completely delete your birthday message automation, click on the 3-dot menu next to Birthday message and choose Delete.
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