How to Customize and Set Up the Recall Campaign
To customize and set up the recall campaign, follow these steps:
1. Access Campaign Settings:
Click on the Menu icon in the top right corner of the website.
Select "Campaigns" from the dropdown menu.
Choose "Recall Campaign" from the list.
2. Set Up Audience Filters:
The first option under settings is "Audience."
Here, you can add additional filters for the recipients of these messages. By default, it targets active patients who are unscheduled for recall.
3. Customize Contact Timeline:
Below the Audience settings, you will see a timeline showing when patients will be contacted based on their due date.
Each step in the timeline can be customized to be a text, email, task, or a combination.
Click on each step to edit it or add additional steps using the "+" symbols.
4. Configure Owner, Closure, and Expiration Settings:
The "Owner, Closure, and Expiration" panel allows you to:
Select who will receive the recall tasks.
Set the rules for when the task will automatically be closed.
5. Save Your Changes:
After making all necessary changes, click "Save" at the bottom of the page to ensure your settings are applied.