Recall Follow-up Campaign

How to Customize and Set Up the Recall Campaign

To customize and set up the recall campaign, follow these steps:

1. Access Campaign Settings:

• Click on the Menu icon in the top right corner of the website.
• Select "Campaigns" from the dropdown menu.
• Choose "Recall Campaign" from the list.

2. Set Up Audience Filters:

• The first option under settings is "Audience."
• Here, you can add additional filters for the recipients of these messages. By default, it targets active patients who are unscheduled for recall.

3. Customize Contact Timeline:

• Below the Audience settings, you will see a timeline showing when patients will be contacted based on their due date.
• Each step in the timeline can be customized to be a text, email, task, or a combination.
• Click on each step to edit it or add additional steps using the "+" symbols.

4. Configure Owner, Closure, and Expiration Settings:

• The "Owner, Closure, and Expiration" panel allows you to:
  • Select who will receive the recall tasks.
  • Set the rules for when the task will automatically be closed.

5. Save Your Changes:

• After making all necessary changes, click "Save" at the bottom of the page to ensure your settings are applied.