Tracking email marketing campaigns in a dental practice can provide valuable insights into the success and impact of marketing efforts, allowing the practice to make data-driven decisions and optimize future campaigns for improved results.
Email Campaigns
Step By Step Instructions:
Access the Email Campaigns tab
Use the Sent filter to populate information
Click on the number under the Target filter to see a list of all patients that were included in the list
Note: When sending a bulk message, Engagement will ignore certain targeted patients from receiving messages if they fall into any of these categories:
Patient is inactive
Patient is from another clinic
Patient does not have an email/phone number
Patient is opted out of messaging
Patient has the same email as another patient
Engagement will only send one message per family group. This is usually the guarantor that will receive the campaign message.
Click on the Status to filter by emails that were Sent, Cancelled, or Scheduled
To cancel the email before the scheduled time, select Cancel on the righthand side
Sending a Scheduled Email
Step By Step Instructions:
In the Patients page, send a Formatted Email using a Bulk Action. Engagement offers Formatted Emails Templates that make it easy to keep your patients informed via email. You can quickly send polished emails to individuals or groups of patients, helping you stay connected and provide updates with ease.
Select the Formatted Email Template that you would like to send out
Select Schedule for Future
Select the Date & Time for the email to be sent out
When you click Send, you will be asked to confirm that the scheduled message has the intended recipients
To learn how to keep track of all scheduled messages, click here.