Custom Campaign Tutorial

With Practice by Numbers, you can send mass messages to all patients or a specific group based on certain criteria. Here’s how you can do it:

1. Access Custom Campaigns:

• Go to Campaigns and then Custom Campaigns. This option is available from the drop-down menu at the top right of the page or the sidebar on the RevenueIQ page. 

2. Start a New Campaign:

• You’ll see results from previous campaigns. To create a new one, click + Add New at the top.

3. Set Up Your Campaign:

• Enter a Name and Category for your campaign. These fields are for your reference only and won’t be visible to patients. If you leave them blank, the system will automatically generate a name based on the template you select later.

4. Choose Your Message Type:

• Decide what type of message you want to send:
  • Email Only
  • Text Only
  • Text Preferred (sends a text as the primary message and an email only if the patient doesn’t have a cell phone)
  • Email and Text

Note: Mass text messages are limited to 500 patients per campaign due to messaging regulations. If your list exceeds this number, the campaign will need to be email-only.

5. Select a Template:

• After choosing the message type, select a template. You can pick an existing template or create a new one from scratch.
• Click Add to open the template customization window. For this guide, we’ll use an existing template.
• Click Pick a Template, then select from your existing templates. For example, you could choose a template for a follow-up to a canceled appointment.
• Click Use to proceed. You can edit the template further if you need to.

6. Choose Your Recipients:

• Under Pick Your Audience, click the Show Filters drop-down to view filtering criteria.
• For this example, select the Cancelled Appointments filter.
• You can customize the filter by specifying details like appointment status, reappointment status, and the date range of canceled appointments.
• The number of recipients will be displayed. You can adjust your list as needed.

7. Finalize and Send:

• Review your selections and make any final adjustments.
• Once you’re ready, send out your campaign.