In this article, you'll learn how to create a follow-up audience and an email or SMS campaign to engage with patients after a specific type of appointment.
Step 1: Navigate to the Direct Marketing tab.
Step 2: Proceed to Audiences.
Step 3: Click on Create a new audience.
Step 4: Select Follow up audience and hit Continue.
Step 5: Name your audience, for instance, "Post Weight Loss Follow up". Here, you'll find several options to configure. In this case, we're focusing on the weight loss service. So, select Specific Services.
Step 6: Search for "weight". Decide how long to wait after the appointment to send a follow-up.
Step 7: Choose the follow-up frequency - it could be one day, one hour, after every such appointment, or every x amount of time when they're eligible. Optionally, filter by provider or location. Once done, create the audience.
Step 8: With the audience created, it's time to create a campaign. Click on SMS campaign.
Step 9: Click on Create Campaign.
Step 10: Name your campaign, for example, "Weight Loss Campaign Follow up".
Step 11: Enter the body of the message you'd like to send.
Step 12: The key part is the Audience Type section.
Step 13: Select Quick Audience Automated. Then, find and select the audience you created.
Step 14: Save your settings. The campaign will start sending messages.
Step 15: To create an email campaign, reuse the same audience and go to Create Email Campaign.
Step 16: You'll see your audience is available here as well.
Step 17: Set up your email content.
Step 18: Save and send your email campaign.