With Engagement, you can conveniently schedule future emails, direct messages, and voicemail drops to reach patients at a time that works best for you and your practice. This means you're no longer limited to sending messages during office hours only. You can schedule them to be delivered in the morning before you open, in the evening for follow-ups, or even on weekends.

Sending Scheduled Messages

Formatted Emails

Tracking marketing efforts through email campaigns is incredibly valuable, which is why we've dedicated an entire article to Formatted Emails and Newsletters. If you're looking to send and track email campaigns, click here to learn more.

Direct Messages

Step By Step Instructions:

  1. To send a message to a single patient, select the Three Dot Menu

    1. Alternatively, you can create a list of patients and use Bulk Action to send messages in bulk.

  2. Click Send a Direct Message

  3. Manually type the message or select Load a Quick Message to choose a pre-fabricated Direct Messaging Template

  4. Choose the appropriate Delivery Channel

  5. Select Schedule for Future

    1. For bulk messages, check the box to acknowledge that The Bulk Direct Message feature is limited to 250 messages per hour and is intended to contact patients who are expecting communication in relation to their treatment. For marketing communication, please use Formatted Emails.

  6. Click Send

Voicemail Drops

Voicemail drops are a fast and simple way to send personalized messages to your patients via voicemail. They're great for follow-up checks, welcoming new patients, announcing office closures, sending appointment reminders, and much more. With Voicemail Drops in Engagement, you can forget about spending hours on the phone and ultimately save time. Learn more here.

Track and Cancel Scheduled Messages

Formatted Emails

Engagement allows you to track email marketing campaigns for your dental practice, providing valuable insights into their success. By analyzing this data, you can optimize your campaigns and build stronger relationships with your patients. For this reason, there is a section of your dashboard entirely dedicated to Email Campaigns. Learn more here.

Direct Messages & Voicemail Drops

Step By Step Instructions:

  1. Select Communication

  2. Select Scheduled

  3. You can filter by Type to see scheduled messages for Voicemails and Direct Messages

  4. Click on the number in the Target section to see a list of all patients included in the message

    1. 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.

  5. Click Cancel to prevent the message from going out at the scheduled time

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