📣 Using the “Call-to-Action” Step in Campaigns

✨ When You Need This Guide

Use this guide if you’re asking:

“What’s a Call to Action in Campaigns?”
“How do I set a reminder for follow-ups?”
“Where do Call to Action tasks show up?”
“How does Mission Control help me manage patient tasks?”

The Call to Action feature helps you stay on top of important tasks—like verifying insurance, asking for reviews, or reminding yourself to follow up—by automatically surfacing them in your Mission Control dashboard.

✅ Set Up a Call-to-Action Step in a Campaign

Here’s how to create a reminder task right inside your patient campaigns:

Go to Campaigns
Navigate to Campaign > Show Campaigns in your Aloha dashboard.
Create or Edit a Campaign
Whether starting from scratch or updating an existing campaign, open the campaign you want to work on.
Add a Step
Click +Add Step to insert a new action into the flow.
Select “Call to Action”
From the action type dropdown, choose “Call to Action.”
Then, pick when you’d like the reminder to show up (e.g. 1 day after appointment).
Name the Task
In the Step Name field, give your reminder a clear name like “Verify Insurance” or “Ask for Referral.”
Save Your Campaign
Click Save to lock in your new Call to Action step.

🧠 What Happens Next?

Once a patient matches the criteria for the campaign:

Your reminder will appear in Mission Control > Call to Action
It will also show up on your to-do list inside Aloha
You’ll see exactly what needs to be done, for which patient, and when

Use this to remind your team to complete any non-automated steps in the patient journey.

💡 Common Scenarios & Solutions

Scenario	What It Means	What To Do
Don’t see your reminder	Call to Action not set up or saved	Make sure you added the step and saved the campaign
Need to change timing	Set too early or late	Edit the step and adjust reminder timing
Task not showing in Mission Control	Patient didn’t meet campaign criteria yet	Double-check campaign conditions and test with a sample patient

🎉 You’ll Know It Worked When:

The task appears in Mission Control > Call to Action
You receive reminders exactly when expected
The campaign tracks patient interactions and task completion accurately

💬 Need Help? Just Ask!

If you're unsure how to use the Call to Action step or something doesn’t look right, our support team is happy to assist.

📞 Contact us via the support chat in Aloha, or submit a ticket for help.

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