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.

To access, edit, and create direct message templates, follow the steps below:

  1. Access Settings by clicking on the gear icon in the upper right hand corner

  2. Click on the Templates tab, and then select Direct messages

  3. Select the down arrow in the Engagement library to preview and edit the existing templates or the blue Create new button to begin a new direct message template

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.

To access, edit, and create email campaign templates, follow the steps below:

  1. Access Settings by clicking on the gear icon in the upper right hand corner

  2. Click on the Templates tab and select Email campaigns

  3. Select the down arrow in the Engagement library to preview and edit the existing templates or the blue Create new button to begin a new email campaign message template

  4. Select the Eye icon to preview

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

Click here to learn more about customizing and creating

email campaign templates.


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.

Follow the steps below to get started customizing your own newsletters:

  1. Access Engagement Settings by clicking on the gear icon in the upper right hand corner

  2. Click into the Templates tab and choose the Email campaigns section. In the Engagement library, locate the Newsletters drop down menu to view all existing Newsletters

  3. Click the Eye icon to preview or the Copy button to create a customizable copy to make edits to newsletter content, then click Save

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.

To access available social media templates, follow the steps below:

  1. Navigate to Engagement Settings by clicking the gear icon in the upper right hand corner

  2. Go to the Templates tab, then click on the Social media posts section

  3. Use the search bar and tag dropdown to populate related templates

  4. Once you have chosen a template, click on the picture to edit the written caption content. When finished, click on Copy Content to copy and paste to your desired social media platform

  5. Click on Download Image to save the photo to your computer and upload to your desired social media platform

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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