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Campaigns & Promotions

How to Send a Mass Text Message to Your Patients?

Create a mass text campaign, choose the patients who should receive it, personalize the message, and review the campaign after it is sent.

Step by step

What you’ll see in this demo

1

Click on Mass Texting, Emails in the left control panel. Select Campaigns and Promotions.

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Campaigns and Promotions under Mass Texting and Emails
2

To send a new message, click on Send New Campaign, on the top right corner of the page.

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Send New Campaign button
3

Choose between the two ways of sending the campaign: Text Message or Email.

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Text Message and Email campaign options
4

Select to whom you want to send the message to from the various options available.

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Patient recipient options for a campaign
5

Select the start and end dates by selecting the From And To dates.

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From and To date fields
6

Type in the message you wish to send to the patients.

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Mass text campaign message editor
7

To Personalise the message add elements. PracticeDilly will automatically replace the element in the text area before sending the message.

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Personalization elements for a campaign message
8

Here's How the Name placeholder element works: Lets say your message is being sent to three patients: Phillip, Maria and Suzanne. PracticeDilly replaces the placeholder with the patient's name. So, Phillip will see his name when he receives the message, Maria will see her name, and likewise Suzanne will see hers.

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Patient name placeholder examples
9

To Send a Test Message: Click on the preview button and type in your email and phone number.

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Campaign preview and test message fields
10

If everything looks fine, Click on the Submit button. You will see a successful campaign submission message.

Successful campaign submission message
11

Return to the Campaigns page to see further details and View the list of patients to whom the message is sent by clicking the three dots in the Action column.

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Campaign details in the Action column