Tags are a great way to easily sort your patients into groups. You can apply tags using campaigns, start a campaign using tags, and even use tags to send Bulk Messages.
Some Examples of Tags You May Create Include:
Dinner Group
Leads From Event
Massage Patients
Weightloss Event
Existing Patients
Dr. Dan’s Patient List
2020 Patients
Supplement Leads
. . . or anything else you can think of to categorize your specific patient base!
How to Start a Campaign Based Off a Tag:
Go to the CAMPAIGNS tab > SHOW CAMPAIGNS page
Click +Add Campaign
Under the dropdown menu for Type, select “Tag Applied” then click Add Campaign
Another dropdown menu will appear for Type showing “-select-,” choose from the available tags or click “-add a tag-” (see instructions on How to Create a Tag)
Then click Save Campaign
Tags can be used in existing campaigns as a step. For instance, at the end of your New Patient Campaign, you may want to add a step to apply the tag “Existing Patients” in order to add the New Patient into your existing patient group.
CLICK HERE to view an article on adding tags to existing campaigns!
Bulk Messages
To send a Bulk Message in Review Wave go to the CONTACTS tab > SEND BULK MESSAGE page.
Choose if you want to send a Text/SMS, Email, or both
Select the specific tag which you want to send the bulk message from the Recipient Criteria drop down menu.
Type out your message or choose a Saved Reply
Click PREVIEW.
Scroll down and this will be a list of everyone who will receive your message!
Then you need to decide to SEND NOW or SEND LATER:
-SEND NOW will go out immediately
-SEND LATER is a way to have the message delivered at a specific date/time.