Reaching out to your patients through email is a useful way to stay in touch and provide valuable information and updates.

Formatted Emails in Engagement [Modento] will allow you to send quick load emails to patients individually or in bulk. Here is a short video discussing how to create and customize Formatted Email Templates:

Preview and Customize Formatted Email templates

Create New Formatted Emails

Call to Action Button


Previewing and Customizing Formatted Emails:

Step by Step Instructions:

  1. Access Settings

  2. Go to the Templates tab

  3. Access Formatted Emails

  4. Select the Down Arrow to view the existing templates

  5. Select the Eye icon to preview

  6. Click Copy to Custom in the template preview to create a copy and update the template

  7. Or select the Copy icon from the Down Arrow menu to create a copy and customize

  8. Adjust formatting with the Menu Bar in the content field, add Images, and Placeholders. For more information about Placeholders, click here

  9. Click Save when custom template is complete


Create New Formatted Emails:

Step by Step Instructions:

To create a template from scratch follow these steps:

  1. Above the Custom list, select Create New

  2. Select Category

    1. Note: This is only used to categorize templates for your reference.

  3. Add a Title for the email template (only visible to your staff)

  4. Enter in a Subject for the Subject Line of the email

  5. Click Create

  6. Once you have created this template, it will appear in your Custom column. You can Edit or Archive these by selecting the Three Dot Menu


Call to Action Button

Step by Step Instructions

  1. Select the Copy icon from the Down Arrow menu

  2. In the menu bar, find the Call to Action button

  3. Customize the Button Text

  4. Select the Type

    1. Get Lead: With this option, you can send out an email campaign offering a discount for whitening treatments or other services. When presented with a Get Lead button, patients can click on the button to notify the practice they are interested in that offer. The practice will also receive a notification in the Inbox letting them know a patient is interested as a Marketing notification.

    2. Open Link: With the Open Link option, practices can create an action button to have patients click on a link.

  5. Enter the URL (or link) that will be integrated into the button

    • Common use cases include:

      • Online Scheduling

      • Patient Education Videos

      • Office website

      • Google page for address/ office information


For more information about Sending Templates, refer to the following article:

For more information about creating Templates, refer to the following articles:

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