Once your patients are tagged in ALOHA®, you can use those labels to send targeted texts or start automatic message sequences. This guide will show you how to turn your tags into powerful communication tools.
✨ When You Need This Guide
"How do I automate a text to go out as soon as I tag someone?"
"I want to send a one-time promo code to all 'Workshop Leads'."
"Can a campaign add a new tag to a patient automatically?"
What This Covers (And What It Doesn't)
✅ Covers: Tag-Applied campaigns, one-time bulk messages, and adding tags via campaign steps.
❌ Doesn't Cover: The initial creation of tags or uploading CSV files.
Prerequisites/You'll Need:
Existing tags already created in ALOHA.
Message templates (optional, but helpful!).
1. Start a Campaign Based on a Tag 🎯
Go to Campaigns > Show Campaigns and click +Add.
Under Type, select Tag Applied.
Select the tag you want to use as the trigger.
Click Add Campaign.
Click +Add Step to choose your message (Text or Email) and set the delay (how soon it sends).
Save your steps. Now, whenever you tag a patient, this sequence starts!
2. Send a One-Time Bulk Message 💬
Go to Contacts > Send Bulk Message.
Choose Text, Email, or both.
Under Recipient Criteria, select Tagged with, then select the tag you want to message.
Type your message or choose a "Saved Reply."
Click Preview to review the list, then click Send Now.
3. Automatically Add a Tag During a Campaign 🔁
Open an existing campaign and click +Add Step.
Select Add Tag as the action.
Choose which tag to apply (e.g., tagging a lead as an "Existing Patient" once they finish a welcome sequence).
Save the step.
💡 Common Questions
What You Might Notice | Why It May Happen | What to Do |
The campaign didn't start for a patient. | That patient may not be tagged. | Manually apply the tag to that patient under the Tags section of their Contact Profile. |
I want to stop a campaign for one person. | They may no longer need the automation. | Go to the patient's profile and remove the tag from their profile. |
The Bulk Message count is lower than my tag list. | Some patients may not have a valid mobile/email on file or they are opted out of messaging. | Check your tagged patients to confirm their contact information and opt in status. |
🎉 You'll Know It's Working When:
Patients are added to the campaign once their tag is applied.
The patient's tags appear under their profile
💬 Need Help? We're Here!
Need help building your first automated sequence? We've got your back!
Email: support@getaloha.com | Phone: 800-563-0469