Engagement: Templates Overview

Learn more about the available message template options, customizations, and sending Templates in Engagement

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

Our library of pre-written and designed message, email, newsletter, and social media templates makes it easy to communicate with patients in a variety of methods. In Engagement, you can customize the following template types:

Once the templates have been customized with your unique practice details and information, send them to patients individually or in bulk.

Customizing Templates

Direct Message Templates

Direct messages, also known as text messages or SMS messages, are a great way to communicate with patients quickly. With Engagement, you can choose from a variety of existing templates or create your own. Templates can be customized using your own unique verbiage and/or adding placeholders.

Ready to get started with direct messages? Click here to learn more about customizing and creating direct message templates.

Email Campaign Templates

Reaching out to patients through email is a useful way to stay in touch and provide valuable information and updates. Email Campaigns in Engagement allow you to send quick load emails to patients individually or in bulk.

As a part of our March 2024 release, we've completely revitalized our Email Campaign Template feature into a completely customizable and easy-to-use template builder. The legacy version of Email Campaign Templates will no longer be updated.

Check out our resources below to learn more:

Newsletter Templates

Newsletters are a great way to communicate and connect with your patients on a monthly basis. Newsletters are pre-made written templates that include informational and engaging content regarding dentistry. Monthly Newsletter Templates are made available in the beginning of each new month so that you can send them in a timely manner.

Click here to learn more about how to customize newsletter templates.

Social Media Templates

Social media is a great way to stay in touch with current patients and establish connections with new patients. Social media templates in Engagement can be posted to any social media platform and give patients great insight about the practice and your staff.

Click here to learn more about customizing social media templates.

Sending Templates

Once you've customized your message templates, easily send them to individual patients or bulk patient lists in Engagement. Watch this short video to learn more about sending templates:

Click here to learn more about sending templates.

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