📅 Boost Bookings with a Scheduling Lead Campaign

✨ When You Need This Guide

Feeling like some leads are falling through the cracks? Or noticing that new patients start scheduling but never finish? You’re not alone—and we’ve got a smart solution.

This guide is perfect if:

You want to automatically follow up with leads who didn’t finish scheduling
You’re trying to improve patient engagement
You’ve heard about the Scheduling Lead Campaign but aren’t sure how to set it up or customize it

💬 Common questions this answers:

“How can I follow up when someone abandons scheduling?”
“What’s the default scheduling campaign in my account?”

🚀 Set Up Your Scheduling Lead Campaign

Let’s walk through how to activate or customize a campaign to help convert your leads into appointments.

1️⃣ Access Your Campaign Settings

Go to: Campaigns > Show Campaigns
Click: Add Campaign to start fresh
(Your account already includes a default Scheduling Lead Campaign, but you can build your own for more control!)

2️⃣ Name Your Campaign

Use a clear, purpose-driven name like "Scheduling Lead Follow-Up"
This helps your team identify what it’s used for at a glance

3️⃣ Understand the First Message Behavior

When a lead abandons scheduling, Aloha automatically sends a built-in text + email
This message is pulled from the “Scheduling Abandoned” template (found under Scheduling > Show Templates)
⏱️ It sends within 20 minutes of abandonment

✨ Tip: This first message doesn’t appear as a campaign step, but it acts like Step 1
Set your first manual campaign step to trigger at least 1 hour after the abandonment to avoid overlap

4️⃣ Add Campaign Steps

Click Add Step to build your campaign timeline
Steps 2, 3, 4, etc. will send additional reminders after the default message

Example campaign structure:

Step	Timing	Message Focus
Step 2	1 hour later	Friendly reminder with a direct link to schedule
Step 3	2 days later	A message offering help or answering FAQs
Step 4	7 days later	A final nudge—include an incentive or special offer

5️⃣ Customize Each Message

For each step, choose or create a Text/Email Template
Tailor your messages to match your brand voice, tone, and goals
Make sure the call-to-action (like the scheduling link) is clear and easy to access

6️⃣ Save & Activate

After customizing all steps, click Save
Then Activate your campaign so it starts working for you right away

Need Help? We’re Here!

Have a question or want help building your campaign?
📧 Email: Support@getaloha.com
📞 Call: 1-800-563-0469