Overview
A campaign in RepeatMD is a set of promotions that work together: patients see a special offer, browse it in a custom shop category, get reminded by a sitewide promotion (banner and pop-up), and receive a text message with a direct call to action. This full-stack approach increases visibility and gives patients one clear path to purchase.
This article is for practice owners, managers, and marketing admins building seasonal or event-based campaigns manually. For pre-built seasonal campaigns, see the Done-For-You Promos section below.
Before You Start
Confirm the services you want to promote are live in Catalog or MedCommerce Engine.
You need Administrator, Manager, or Marketing access.
Plan run dates across all four pieces before you start. Align the custom category schedule, special offer dates, sitewide promotion window, and text send time.
Only one sitewide promotion can be active at a time. Schedule overlapping campaigns carefully.
Review discount-stacking rules if patients can also hold membership discounts. Configure exclusions where needed.
Why It Matters
Full campaigns help you:
Maximize visibility across Shop, Home, banners, pop-ups, and SMS in one coordinated push.
Reduce patient friction by curating promoted services into a single custom category.
Drive same-day revenue with text messages that link directly into the app.
Look polished with matching creative across offer, category, and sitewide assets.
How It Works
Four building blocks: A manual campaign typically includes:
Special Offer — the discount, promo code, and eligible services
Custom Shop Category — curated browse experience for promoted services
Sitewide Promotion — in-app banner, pop-up, and hero assets linked to the category
Text Message — SMS announcement with CTA into Shop or Home
Order of operations: Create the special offer and custom shop category first, then link them in the sitewide promotion. Schedule the text message last so copy matches live offer details.
Done-For-You alternative: RepeatMD can generate all four assets for seasonal holidays. Opt in under MedCommerce Engine → Done-For-You Promos and edit before go-live.
Discount conflicts: Configure promotion settings to prevent unintended stacking with membership discounts. Set exclusions (for example, injectables) and tiered rules where your practice requires them.
Step-by-Step Instructions
Step 1: Create a special offer
Log in to your Admin Panel.
Click Special Offers in the MedCommerce Engine section of the left-side navigation.
Click Create a new special offer.
Choose availability:
In App (recommended) so patients can redeem anytime
In Office if redemption is visit-only
Select Public (visible to all patients) or Private (promo code required).
Enter offer title and preview text.
Upload an image.
Choose discount type (percentage, dollar amount, free service, or Buy X Get Y).
Set the amount and select services included.
Set offer usage (single use or multi-use).
Add a promo code.
Set start and end dates.
Add offer details and optional disclaimer.
(Optional) Pair with a text message announcement.
Click Create offer.
Step 2: Create a custom shop category
Open App Builder and go to the Shop Browse tab.
Scroll to Shop Categories.
Click Add custom category.
Upload a thumbnail image (360 x 360 px recommended).
Enter a category tab name (for example, “Fall Into Savings”).
Add a category header and description.
Upload a category header image (1170 x 1080 px recommended).
Add the services included in this category.
Set the schedule to match the special offer run dates.
Click Save new custom category.
Step 3: Create a sitewide promotion
Click Sitewide Promotions in the MedCommerce Engine section of the left-side navigation.
Click Create a new sitewide promotion.
Select the custom shop category you created.
Choose location(s).
Enter a title and description (for example, “Fall Into Savings: 20% Off Lasers”).
Confirm dates (auto-filled from the custom category).
Choose whether to apply the special offer:
Yes — add percentage or dollar discount and promo code
No — awareness only
Customize the promotion pop-up (image, title, description, CTA, disclaimer).
Toggle the promotion banner on for homepage visibility (recommended).
Adjust banner colors for readability.
Click Schedule your promotion.
For field-level detail, see Create a sitewide promotion with a special offer (Admin Panel) or Create a sitewide promotion without a special offer (Admin Panel).
Step 4: Create a text message
Click Text Messaging in the MedCommerce Engine section of the left-side navigation.
Click Create text message.
Enter copy (200-character limit).
Add a CTA button with a link (for example, Shop now → Shop screen).
Enter an internal campaign name (for example, “Summer Sale 2026”).
Select location(s).
Choose your audience (active members, non-members, or all patients).
Set your schedule (send immediately or at a future date and time).
Preview on-screen or send yourself a test message.
Click Schedule.
Best Practices and Pro Tips
Align all four dates before publishing any piece. A category that expires before the text sends creates a broken patient path.
Test the full patient journey with a test account: receive the text, open the app, see the banner, land in the category, apply the promo code at checkout.
Configure discount exclusions early. Prevent membership plus promotion stacking where it would erode margins.
Use Done-For-You Promos for proven seasonal moments when you want speed over custom build time.
Review analytics after go-live. Check Shop Summary and promotion performance to refine the next campaign.
Common Mistakes and FAQs
Q: Can I customize discount percentages or exclude specific items?
A: Yes. Customize during Done-For-You opt-in or by editing promotion settings in the Admin Panel.
Q: Are daily specials available for the 12 Days of Christmas promotion?
A: Yes. If you are opted in to the Done-For-You Promo, daily specials are enabled automatically.
Q: My promotion is not visible in the app. What should I check?
A: Confirm the promotion is scheduled, the custom category is within its date range, and no other sitewide promotion is actively blocking it.
Q: Can I run a campaign without a text message?
A: Yes. Special offer, custom category, and sitewide promotion alone still form a valid in-app campaign.
Q: Do I have to build every campaign manually?
A: No. Opt in to Done-For-You Promos for pre-built seasonal campaigns you can edit before go-live.
Next Steps and Support
Opt in to Done-For-You Promos
Log in to your Admin Panel.
Click Done-For-You Promos in the MedCommerce Engine section of the left-side navigation.
Find the promotion you want and click Opt in now.
Enter discount percentages for Default, Gift Cards, MyProducts, and SkinDrop.
Click Save. RepeatMD generates special offer, custom category, sitewide promotion, and text message assets automatically.
Need help? Email support@repeatmd.com