Instantly Activate a Follow-Up Campaign
To quickly activate a follow-up campaign, follow these steps:
1. Access Campaigns:
Click on the Person Icon located in the top right corner of your Practice by Numbers page.
Select "Campaigns" from the dropdown menu.
2. Locate the Campaign
On the Campaigns page, browse the list to find the campaign you want to activate.
Click on the row of the campaign to open its options menu.
3. Activate the Campaign:
Click "Inactive" to move the campaign to Active in the menu that appears.
The campaign will immediately move from inactive to active status and begin functioning as configured.
4. Customize Settings
You can modify the campaign's settings to fit your needs:
Adjust the timing and frequency of messages.
Customize the content to match your practice’s tone and branding.
Review and fine-tune the criteria for which patients are included in the campaign.