Marketing

#Open the page

Type your portal address followed by /marketing and bookmark it. The book button at the bottom right (Marketing guide) opens this guide.

#Give staff access (Client Admin)

Left menu → Settings → Staff permissions. Tick Client Staff on the Send marketing row.

#Save

Click Save permissions. It applies to every Client Staff member.

#Click New campaign

Top right, on Campaigns.

#Write it

1. Fill Campaign name and choose Channel: Email, Text message or Email and text.
2. Fill Subject line, Sender name, Reply-to (optional) and the message.
3. Use Preview to check what people receive.

{{first_name}} inserts the recipient’s name. {{business_name}} inserts your business name.

#Choose who gets it

Audience: All patients, All staff, Everyone, By role or Picked people. The count under it shows how many people have an email or phone for the channel.

#Save the draft

Click Save draft.

#Send or schedule

On the draft's row, open ⋮ → Send. Pick a time in Schedule for (optional), or leave it empty, then click Send now (or Schedule).

#Click New flow

Open the Flows tab, then New flow.

#Choose the trigger

Name it, then pick the Trigger: After a visit, Birthday, Missed appointment, Inactive client or New client welcome. Set the days where asked (for example Days after visit).

#Write it and turn it on

Choose the Channel, write the Subject line and message, switch on Turn this flow on, and click Create flow.

#Click the campaign

On Campaigns. The window shows the Message and the Recipients.

#Read each person's status

Each recipient reads sent, failed or skipped.