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Manual Campaign
Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over a year ago

Do you have a one-off message such as an in-office promotion or a newsletter you want to send to your patients?

A Manual Campaign would work great as it can be used to trigger contacts manually, and is set to start once you add the patient in on your end!

To build a Manual campaign, begin at the CAMPAIGNS tab> SHOW TEMPLATES page and click +Add Template in the top right corner. Once in the campaign builder, under "Type" select "Manual". (Optional: you can choose to have patients be added into the campaign by texting a specific "Keyword". The word can be added into the "Keyword" section of the campaign header.)

After, clicking Add Campaign you can now set up individual steps by clicking +Add Step. This can be further customized to send out particular messages based on your preference. For example, if you'd like to send out a text in regards to an in office promotion you are offering, you can create a string of messages to send out including a coupon or link to schedule a discounted visit.

CLICK HERE to view an article on adding a new step to a campaign!

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