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.
In this article, you'll learn how to:
Track Email Campaigns
Access the Email Campaigns tab from the left side menu in Engagement
By default, campaigns that are scheduled to go out on the current day will show in the dashboard. Click the green X to clear default filters and start a new search
To view additional campaigns not included in that category, click on the Scheduled for column to choose a date range
Click on the Status filter to sort campaigns by Sent, Scheduled, or Canceled
Click on the Initiated by filter to sort campaigns by the Engagement user who prepared and sent/scheduled the campaign
If you have access to multiple practice locations in Engagement, sort campaigns by location using the Practices filter
Click on the number under the Target filter to view a list of all patients that were included in the list. If it is a single targeted patient, their name will be listed
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.
You can also search for specific emails by subject or patient using the search bar at the top of the Email Campaigns dashboard
To cancel the email before the scheduled time, click Cancel on the righthand side
Click here to learn how to create email campaigns in Engagement.
Multi-Location Users
If you manage Email Campaigns across multiple practice locations within Engagement, you can filter campaigns by Recipients. Click on the Recipients column and click the checkbox next to each practice location to filter campaign results by location.
To learn how to keep track of all scheduled messages, click here.
Understand Email Campaign Metrics
Measure the success of your sent email campaigns using the Open and Click Rate metrics available in the Email Campaigns dashboard.
The Open percentage shows the percent of sent emails that were opened by your Target audience (the number of people who received the email campaign).
The Clicks percentage shows the percent of sent emails that experienced clicks within the body of the email (embedded links or other calls to action).
Important note about Open and Clicks metrics: Metrics are calculated on a daily basis and will be updated overnight (results are not immediately calculated in real time).
Email campaigns sent out prior to July 28, 2023 will not show open or click rate metrics and will show "N/A" as results cannot be tracked.
Using these metrics, you can gain better insight into the campaigns and audiences that are actively engaging with your marketing efforts, as well as areas for opportunity and growth.