Overview
This guide walks you through the workflow for finding, creating, and managing drip campaigns in SKED. Drip campaigns automate messaging based on patient events or manual enrollment, helping you efficiently manage follow-ups and communication. Use these instructions to organize campaigns, set up automatic enrollments, and customize messages step-by-step.
Navigating to Drip Campaigns
In SKED, locate the blue navigation bar.
Click on Drip Campaigns to open the campaign management page.
The Drip Campaigns page displays:
Campaign titles
Total number of steps and messages
Whether a campaign is enabled
Enrollment statistics
Creation date
Actions like duplicating or deleting a campaign
Tip: Folders can also help organize multiple campaigns.
Creating a New Drip Campaign
From the Drip Campaigns page, ensure you are on the Campaigns tab.
Click New Campaign in the top right corner to start a new campaign from scratch.
Alternatively, select SKED Templates to browse pre-built templates you can use as a starting point and click into any template to begin editing it for your needs.
Drip Campaign Builder Overview
When creating or editing a campaign, you’ll work within the Campaign Builder, where you control how patients enter the campaign and how messages are delivered over time.
Enrollment Types
Campaigns can be configured to enroll patients in two ways:
Manual Enrollment – Patients are added individually by your team
Automatic Enrollment – Patients are added based on an arrived appointment type
Campaign Structure
Drip campaigns are built using a sequence of steps:
Message Steps – Texts or emails sent to patients
Delay Steps – Scheduled time gaps between messages
This structure allows you to control the timing and flow of communication. You can also track where patients are in the campaign and see which messages have already been sent.
Organizing Steps
As a best practice, name each step or message, such as "Welcome Text," for better organization and easy management.
Key Takeaways
Access all drip campaigns from the main navigation bar in SKED.
Campaigns can be created from scratch or by editing pre-built templates.
Enrollment can be manual or triggered by appointment status.
Use clear names for each message to keep campaigns organized.
Campaigns can be enabled, edited, or paused as needed.
Conclusion
SKED’s drip campaign feature offers a streamlined way to automate patient messaging with flexible enrollment, customizable steps, and organizational tools. Refer to this guide whenever you need to create or manage a drip campaign for more effective communication workflows.