Do you want to include the confirmation status of appointments to your reminders to ensure you have a smooth office experience? Conditional Logic has you covered!
Aloha can check for the confirmation status of an appointment to include in your appointment reminders. It also allows you to customize verbiage depending on status. For example: If a patient has not confirmed their appointment, you can remind them to reply YES to confirm. If they have confirmed, you can thank them for confirming.
To Set Up Conditional Logic in a Template:
Go to Campaigns > Show Templates > Select the Template you want to add the Conditional Tag to or create a new one.
Select Appointment Reminder next to Type:
Next to Logic: select whether you want to add Conditional Logic for Appointment Confirmation, click Insert (i.e. Conditional > Appointment Confirmed AND Conditional > Appointment Not Confirmed). These should be inserted inside the {CONTACT}{/CONTACT}.
Below is an example templates with the recommended format.
Text (Confirmations):
Please reply YES to confirm your upcoming appointment(s) at ~Account.BusinessName~ for:
{CONTACT}• ~Contact.FirstName~ on ~Appointment.Day~ ~Appointment.Date~ at ~Appointment.Time~
Confirmed Status: {IS_CONFIRMED}Thank you for confirming!{/IS_CONFIRMED} {NOT_CONFIRMED}Please reply YES to confirm.{/NOT_CONFIRMED}
{/CONTACT}
Now your templates are ready to be added as steps to your Campaigns! You must first CREATE AN APPOINTMENT CAMPAIGN before the steps can be added. Once your Appointment Campaign is created, follow the steps below to add your new templates to a Campaign.
How to Add Steps to a Campaign:
Go to the CAMPAIGNS tab > SHOW CAMPAIGNS page
Click on your desired campaign
From the Edit Campaign page, click +Add Step
Enter an easily identifiable name for the step (e.g. Family Appointment/Forms Reminder (Forms Complete/Incomplete))
Use the dropdown menu next to Action to select the action to be performed (e.g. Send a Text Message or Send an Email)
Use the new dropdown menu that appears for Action to select the specific template to be triggered.
Next, specify When the step should be triggered: Enter the amount of time (e.g. 0, 1, 5, 15, 30)
Choose the unit of time from the dropdown (e.g. Minutes, Hours, Days)
Enter when you would like the step to be executed (Before, After or Into Campaign). For Example: The step will execute “30” “Minutes” “ Into Campaign”
Click Save Campaign Step to save.
Repeat until each step needed in your campaign has been added
Once your steps have been added, your campaign is ready to go! If you have any questions, don’t hesitate to reach out to our Support Team.