This article will teach you how to create an automated audience to rebook patients who haven't visited recently. This guide walks through setting up a service recapture audience to target patients who are due for services. In this example, we target Botox patients who have not been treated in 90 days.
Step 1: Navigate to Direct Marketing.
Step 2: Click Audience at the top middle.
Step 3: Click Create Audience in the top right corner.
Step 4: Choose Service Recapture Audience then scroll to the bottom and click Continue.
Step 6: Enter a name for your audience, such as "Botox Recapture."
Step 7: Set your audience rules. Choose Specific Service, then select Botox from the dropdown menu so you're targeting patients who have received Botox.
Step 8: Enter 90 in text box to filter for patients who have not had Botox in 90 days.
Step 9: Decide to send regardless of recent activity, or skip patients who messaged recently.
Step 10: Set your Stale Appointment Threshold. For this scenario, choose Custom Threshold and enter 90 days to target patients who have not had an appointment in the past 90 days.
Step 11: Decide who should receive the message based on their upcoming appointments.
Select Of These Types
Sends to patients who do not have this specific service scheduled
Patients can still have other appointments booked
Step 12: Choose whether to exclude patients who were recently seen for another service, or include them regardless of recent visit.
Step 13: At the bottom, choose whether to use the Backfill Past Events option. Turn it on to include eligible past patients, or leave it off for new matches only.
Step 14: Click Create.
These settings allow you to re-engage patients who are due for services while tailoring your outreach to match your practice's goals.