To set up a cancelled appointment campaign, follow these steps:
Access the Campaign
Open the Menu at the top right of the website.
Select "Campaigns" from the dropdown menu.
Find and select the "Cancelled Appointments Campaign."
Configure Audience Filters
Under the Audience panel, click "Edit Filters" on the right.
By default, this message will only send for cancelled appointments, but you can also choose to include failed appointments from the first dropdown.
We recommend keeping the "Not Reappointed" option checked so that patients who have already rescheduled are not included.
Use the "No Appointment Within" option to prevent the message from sending if the patient is already scheduled for another appointment within a specified time period.
Set Up Follow-Ups
The follow-up section shows the current timeline for messaging and task creation.
By default, a text and email are sent one day after the cancellation. If the patient is still unscheduled 14 days later, a task is created in PbN.
Customize each step or add new ones by selecting the "+" symbol.
Configure Sequence Closure
In the panel for setting when the sequence is closed, choose whether it should close when the patient makes an appointment or if it should require the same procedures as the canceled appointment.
Save Your Changes
Click "Save" at the bottom of the page when you are finished making changes.