✨ When You Need This Guide
Use this guide if you're:
Wondering "How do I send different reactivation messages depending on how long it’s been?"
Wanting to target reactivation messages to specific appointment types or individual providers
Trying to send multiple versions of reactivation messages at different time intervals
This guide helps with common requests like:
“Can I send one message at 1 month and a different one at 4 months?”
“How do I set up multiple Reactivation Reminders?”
“Can I customize the message for certain providers?”
🧩 What You’ll Need
Before getting started, make sure:
You’ve already created or are ready to write multiple message templates.
You know how long after a patient’s last visit you want each reminder to send.
You’ve decided whether messages should vary by provider or appointment type.
✅ Set Up Multiple Reactivation Reminders
Here’s how to set up personalized, timed reactivation messages:
1. Create Your First Template
Go to the Gear Icon (⚙️) > click SHOW TEMPLATES
Scroll to the "Reactivation Reminder" section and click into the existing template
Customize the first message however you’d like
2. Duplicate the Template
Click the COPY button underneath the message box
This creates a second template
Edit the new template to reflect different wording, tone, or instructions
Example: You might say “We miss you!” at 1 month, and offer a special at 4 months
You can repeat this process to create as many versions as you need
3. Assign Reminder Logic
Once your templates are ready:
From the Gear Icon (⚙️) > Automation, scroll down to the Reactivation Reminders section
Set the parameters for your first reactivation reminder:
Inactivity duration (e.g., patients who haven’t visited in 1 month)
Repeat frequency (e.g., resend every 2 months)
Target (specific provider(s) or appointment type(s))
Message Template (select the one you edited earlier)
4. Add Additional Reactivation Messages
Click the blue "ADD REACTIVATION REMINDER" button
For each new reminder:
Choose the inactivity window (e.g., 4 months)
Select how often to repeat it (e.g., every 3 months)
Pick the template you want to send (e.g., "Reactivation Reminder Copy")
Repeat this step as many times as needed for additional reactivation strategies.
5. Save Your Work
Once all messages and timing are configured, click SAVE REMINDERS
🎉 You’ll Know It Worked When:
Multiple reminders appear in the Reactivation Reminder list
Each has different inactivity timelines and message templates
Targeted patients begin receiving the correct message at the right time
💬 Still Need Help?
If you’re unsure which appointment types or providers should receive which messages—or if reminders aren’t sending as expected—we’re happy to help:
📧 support@aloha.com
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