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Scheduling Lead Campaign
Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over a year ago

Are you noticing leads slipping through the cracks? We have the perfect campaign that could help!

A Scheduling Lead Campaign is used to send messages to potential patients or apply tags, based on if the patient enters their information into the online scheduler. If they do not select a time to book an appointment, the campaign will be triggered. This works great in bringing more new patients through the door and getting those potential patients on the books.

To build a scheduling lead campaign:

  1. Begin at the CAMPAIGNS tab> SHOW TEMPLATES page and click +Add Template in the top right corner.

  2. Once in the campaign builder, under "Type" select "Scheduling Lead".

  3. From here you can add "Steps" based on your preferences and what information you would like to be sent to your leads.

CLICK HERE to view an article on adding a new step to a campaign!

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