How to turn on a Follow-Up Campaign

Instantly Activate a Follow-Up Campaign

To quickly activate a follow-up campaign, follow these steps:

1. Access Campaigns:

• Click on the Person Icon located in the top right corner of your Practice by Numbers page.
• Select "Campaigns" from the dropdown menu.

2. Select a Campaign:

• You will see a list of available campaigns. Find the "Recall Overdue Campaign" in the list.
• Click on the row for the Recall Overdue Campaign to bring up the activation menu.

3. Activate the Campaign:

• In the menu that appears, click "Activate."
• The campaign will start sending texts and emails to patients due or overdue for recall, and it will add these patients to a task list based on their recall due date in your Practice Management Software.

4. Customize the Campaign:

• You can fully customize the campaign to decide when patients receive messages, how many messages they get, and the content of those messages.