Canceled Appointment Follow-up Campaign

Set Up an Automated Message for Non-Reappointed Canceled Appointments

To set up a canceled appointment campaign, follow these steps:

1. Access the Campaign:

• Open the Menu at the top right of the website.
• Select "Campaigns" from the dropdown menu.
• Find and select the "Canceled Appointments Campaign."

2. Configure Audience Filters:

• Under the Audience panel, click "Edit Filters" on the right.
• By default, this message will only send for canceled appointments, but you can also choose to include failed appointments from the first dropdown.
• We recommend keeping the "Not Reappointed" option checked so that patients who have already rescheduled are not included.
• Use the "No Appointment Within" option to prevent the message from sending if the patient is already scheduled for another appointment within a specified time period.

3. Set Up Follow-Ups:

• The Follow-Ups section shows the current timeline for messaging and task creation.
• By default, a text and email are sent 1 day after the cancellation, and a task is created in PbN if the patient is still unscheduled 14 days later.
• Customize each step or add new ones by selecting the "+" symbol.

4. Configure Sequence Closure:

• In the panel for setting when the sequence is closed, choose whether the sequence should close when the patient makes any appointment or if it should require the same procedures as the canceled appointment.

5. Save Your Changes:

• Click "Save" at the bottom of the page when you are finished making changes.