Categorizing your patients may be necessary, especially if you have interacted with them at a special event or maybe want to be able to track progress from a specific procedure.

A Tag-Applied Campaign will help you do just that and more! It is used to send a message to patients as soon as a tag (indicator) is added. This works very similarly to the Manual Campaign.

To build a tag-applied 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 "tag applied". Next, select the tag you would like to use, you can select "-add new tag-" to create a new one.

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!

When the campaign is fully created, you can then add the newly built tag to your contacts to start triggering the message steps to be sent.

CLICK HERE to view an article on adding a tag to a contact!