✨ 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