When automating messages, a common question that comes up is "What is the next step?". Campaigns allow you to do just that, setting up logical "steps" to send out to your patients without having to do so manually!
A Campaign Step is used when you want the system to send a particular message. You must first CREATE A CAMPAIGN before the steps can be added.
How to Add Steps to a Campaign:
Go to the CAMPAIGNS tab > SHOW CAMPAIGNS page
Select your desired campaign by clicking Edit (to the right)
From the Edit Campaign page, click "+Add Step"
Enter an easily identifiable name for the step (e.g. Appt Reminder SMS)
Use the dropdown menu for "Action" to select the action to be performed (e.g. Send SMS, Send Email, Apply Tag, Remove Tag)
Use the new dropdown menu that appears for "Action" to select the specific template to be triggered, tag to be applied/removed, or select “-add a new text message-” or “-add a new email-” (and follow the instructions for How to Create an SMS or Email Template)
Next, specify When the step should be triggered: Enter the amount of time (e.g. 0, 1, 5, 15, 30)
Enter the unit of time (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 "Add Campaign Step" to save
Repeat until each step needed in your campaign has been added
