Getting existing patients back in the office can often be a tedious task. With the Reactivation Campaign, you no longer have to worry about the manual work and can now automate the process of reaching out to those patients!
A reactivation campaign sends specific messages to patients based on how long they have been inactive. We read inactive patients in Aloha by verifying their last attended appointment date and if no future appointments have been scheduled for the patient.
To build a reactivation campaign, you will want to go to: Campaigns > Show campaigns > Click add > Select reactivation.
On the next page, is where you will start the customization for the campaign. Here are the steps you will want to take:
Name your campaign
Select the appointment type the campaign will be for. If you put in a specific appointment type such as adjustment, the campaign will focus on patients who haven't scheduled an adjustment in the time frame you select. If you want it for any appointment type, type in any appointment into the text box.
For the dismiss section, think of this as you would for selecting the appointment type. This will remove a patient from the campaign, when they schedule the appointment type you select. You can also make it provider specific, by selecting a provider that a patient would need to schedule with.
Now it is time to select the time frame for your reactivation. You will select the time frame you would like the campaign to start for a patient. For instance, if you want it to send to patients who haven't scheduled an appointment within a month select 1 month. Then select the timeframe for when you would like the campaign to stop for a patient, even if they haven't scheduled. If you don't want it to target patients after a year, then select 1 year.
If you would like the campaign to send out another message, after the original was sent, select a time frame from the repeat every drop-down.
Then you can decide if you want the campaign to include dismissed contacts, and if you want it to be appointment specific. Appointment specific means, that the last appointment a patient had needs to match what you selected at the start.
Now lets add the campaign, click add campaign
The last part, is to add your steps to your new campaign. Click on add step to create your first step.
Name your step
Select your action, more than likely it will be to send an email or text
Select a template from the drop-down. There are premade reactivation texts in your account already, you can select them from the drop-down. You can make edits to them if you would like, just click edit template once selected
Select the time frame for when you want the message to be sent out
Click add campaign step
If you want more steps added, just follow these steps to add more
Once you are ready turn on the campaign, and start brining those patients back into the office.
CLICK HERE to view an article on adding a new step to a campaign!