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Instructions on how you can set a automation to get more new patients by acting on the satisfaction survey results

Flori avatar
Written by Flori
Updated over a week ago

This article provides instruction on how to reach out to your promoters, i.e. the patients who are the most satisfied with you, to grow your practice (If you haven't been sending satisfaction surveys yet, please check this article: Patient satisfaction new patients)
These promoters have given you a score between 9 and 10 after receiving the patient satisfaction survey. Now, you can ask them to give you a referral on Google or send them a voucher for them and their friends. The promoters are the people who will drive the word of mouth.


To learn how to set up the the automatic Google review you click HERE.
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Below is the step by step guide on how to setup the Referral Automation.

1. Messages: Go to Message Templates

Create one Email and you may use the script below.

Subject: READ: Share the love – refer someone and get 20% off you next appointment!

Hi {FIRSTNAME},


Thank you for being a great advocate of ours.
We would like to offer a 20% discount to you and anyone that you would refer us to.
All you need is to show this email on reception to get your discount.
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Your Clinic Name.

2. Click on Automation Rules and Click on New Automations

Then:

  1. Name the Automation for your reference.

  2. Select unsubscription category

  3. Select unsubscription automation type. For information about automation categorization and type click HERE.

  4. Select the iteration of the automation

  5. Click Continue to proceed to the next steps
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Click the SELECT button and choose Patients with Appointments

Select the clinic location and click the and button

Then choose their patient satisfaction score

Set it to 9 to 10 and click then

Select communicate with patient -> send email> select the message that you created

And set the timing of the message to 1 hour later.

Click on Apply Changes


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Then Save Automation

To start the automation simply click the PLAY ▶️ button.


When you activate this automation, your promoters who gave you a satisfaction score between 9 and 10 will receive an email with the voucher for them and for their friends. This will increase the acquisition of new patients and retain the existing ones.

If you have any questions, please chat with us in your Cliniq Apps web messenger.
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Enjoy growing your practice!
Cliniq Apps 🚀

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