Sending your first campaign

Campaigns are one-off marketing sends to patients who have opted in, for example a summer offer or a birthday-month promotion. You will find them under Campaigns in the Business section of the menu. Only clinic owners can create and send campaigns.

Creating a campaign

1. On the Campaigns page, fill in the New campaign form. Give it a name, for example Summer skin refresh.
2. Choose who it is for under Who is it for? (all opted-in patients, lapsed patients, patients who had a particular treatment, or a birthday month).
3. Pick a Channel: Email, SMS or Both. Email sends need a subject line; SMS uses your prepaid credits, one per message segment.
4. Write your message. You can use placeholders such as {patient_first_name}, {clinic_name} and {booking_link}, and they are filled in per patient.
5. Press Estimate audience to see roughly how many patients match, split by email and SMS, before anything is sent.
6. Press Save draft. Nothing goes out yet.

Scheduling it

Your draft appears in the campaign list above the form. Pick a date and time next to it and press Schedule. The campaign starts sending at the time you chose. A scheduled or sending campaign can still be cancelled from the same list, and a draft or cancelled campaign can be deleted.

Consent is built in

Only patients who opted in to marketing receive a campaign, and an unsubscribe link is added to every marketing email automatically (if you leave {unsubscribe_link} out, it is appended for you). One caution shown on the page is worth repeating: do not advertise prescription-only medicines such as botulinum toxin to the public, as it is against UK advertising rules. Promote the consultation or the outcome instead.