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Campaigns 2.0

Campaigns 2.0 is currently live! This feature includes:

    • Campaigns Hub
    • One Time Campaigns
    • Automated Campaigns (Built-in & Custom)
    • Multi-Location View for Enterprise Customers
    • Filters
    • Auto Save

  • Campaigns Hub

    Campaigns 2.0 will be the "hub" for navigating campaigns -- including your existing campaigns from the Campaigns tab (i.e. "legacy" campaigns)!

    Within the Campaigns 2.0 App on the lefthand navigation menu, there will be a new “Legacy Campaigns” section (see GIF below), which contains links to your old automatic campaigns, custom campaigns, and reminders/confirmations:
    2023-01-27_15-24-42__1_.gif

    Existing campaigns have a new view within the Single Campaigns Hub with Campaigns 2.0, this means that any customizations made to automatic campaigns will be migrated to the campaign within the Campaigns 2.0 experience in the Legacy Campaigns tab. 🎉

    To take advantage of the features in 2.0 (like adding additional attempts), rebuild your campaign within Campaign 2.0 using One Time and Automated Campaigns ➡️

  • One Time Campaigns

    Create a New One Time Campaign:

    1. Click on the Campaigns icon  2022-06-28_11-15-21.png
    2. Click "Create Campaign" 2022-06-28_11-16-03.png
    3. Choose "Select" under "One Time Campaign"
    4. Name Your Campaign 
    5. For single location accounts, the location will be preselected. For multi-location accounts, click "Choose Locations" and select from the list available.

    6. Click "Add Communications" to choose your communication method (Email or SMS Text Message).
    7. Click "Add Audience Filters" to filter for intended recipients. View the filters tab in this article for more information about available filters.

    8. Click "Add Content" to draft your message. Choose from the library of RevenueWell Templates. If you prefer a blank slate, we recommend Custom Campaign > Template 1 - no coupon. 
    9. Review the General Send Options. If you'd like to make adjustments, click "Edit Preferences."
    - Do not send to inactive patients
    - Exclude patients who have never had an appointment
    - Only send one (1) email per email address
    - Only send one (1) text message per cell phone number
    10. Congratulations, you've created a one time campaign! 🎉 Select from the options available to complete the process and exit the one time campaign builder.  
    - Click "Schedule" to select date and time when your one-time campaign will be sent.
    - Click "Send Now" to send your one-time campaign immediately.

  • Automated Campaigns

    1. Click on the Campaigns icon  2022-06-28_11-15-21.png
    2. Click "Create Campaign" 2022-06-28_11-16-03.png
    3. Choose "Select" under "Automated Campaign"
    4. Name Your Campaign 
    5. For single location accounts, the location will be preselected. For multi-location accounts, click "Choose Locations" and select from the list available.
    6. To determine when the campaign is sent, select a Trigger OR Set a Schedule

    7. Click "Add Audience Filters" to filter for intended recipients. View the filters tab in this article for more information about available filters.
    8. Select "Trigger Schedule" to define how many days before or after the trigger the communication will be sent.
    9. Click "Add Communications" to choose your communication channel (Email or SMS Text Message) that you would like to use to communicate with your patients. 

    10. Click "Add Content" to draft your message. Choose from the library of RevenueWell Templates. If you prefer a blank slate, we recommend Custom Campaign > Template 1 - no coupon. 
    11. Click "Schedule & Activate" and select a date to start your automated campaign.
    Congratulations, you've created an automated campaign! 🎉 

  • Available Filters

    Basic

    • Find patients who have past or future appointments with specified appointment types, i.e. New Patient, Post Op, Recall. Appointment types are synced from the practice management system. Appointments can be in any status.

    • Makes it easy to narrow down to a specific age group.  

    • Enables you to find patients based on their gender.

    • Search for patients who have past or future appointments within a specified period.  

    • Search patients who have had at least one walked-out appointment in the last # months. 

    • Find patients who have not scheduled their next appointment and who haven't visited in the past # months.


    Advanced

    • Find patients who are tagged as “responsible party” in your practice management system. These patients may or may not have dependents.

    • 'Unscheduled patients who are past due for a recall by (X) to (Y) months." Search for patients who do not have upcoming scheduled appointments and whose recall date is past due and falls into the time interval specified. Usually, this filter is used to find patients who haven’t been in the dental practice for a while and need to come for a hygiene appointment.

    • "Unscheduled patients due for a recall in the next (X) months." Search for patients who do not have upcoming scheduled appointments and whose recall is approaching.

    • Search for patients who don’t have insurance.

    • "Patients who have insurance benefits expiring in the next (X) months and have remaining insurance benefits balance of $ amount." Search for patients with selected insurance(s) on file who still have remaining balances that may be used to complete pending treatment, preventative care, or hygiene.

    • Insurance Carrier Search for patients with selected insurance providers.

    • Search by selected zipcodes to find patients from a specific area.

    • Search by patients who have outstanding balances
      ◦ Total Balance - balance of any age.
      ◦ 0-29 days - The portion of the balance that is 0-29 days outstanding.
      ◦ 30 days - The portion of the balance that is 30-59 days outstanding.
      ◦ 60 days - The portion of the balance that is 60-89 days outstanding
      ◦ 90 days - The portion of the balance that is 90 days or more outstanding.
      ◦ Select the checkbox at the bottom of the page to search patients based on their total family balance.
      ◦ Note: if using Eaglesoft or Denticon PMS type, the balance refers to the individual patient file. For all other PMS types, the balance refers to the family file.

    • Search patients who have pre-medication indicators, meaning these patients need to take medication prior to their appointment.
      ◦ Selecting No pre-med will include only patients who don’t need to premedicate for their appointment.
      ◦ This filter is not currently available for Dentrix, Dentrix Enterprise, Dentrix Ascend, Denticon, or Fuse PMS

    • Search for patients with proposed treatment plans including the codes you've selected.
      ◦ The list of codes available comes from the ADA library along with any Custom Codes specifically created in your practice management system.

    • Search for patients with a walked out appointment attached to the service code selected.
      ◦ The list of codes available comes from the ADA library along with any Custom Codes specifically created in your practice management system.

    • Search for patients who have not completed an appointment for selected procedures.
      ◦ The list of codes available comes from the ADA library along with any Custom Codes specifically created in your practice management system.
      ◦ Additionally, this filter can be combined with the "Performed Services" filter to search for patients who have completed only a portion of the procedures recommended by the doctor.

  • Auto Save

    Campaigns will automatically save your progress while you are working.  As you make edits, these changes will be saved automatically. The Campaign will be saved in Draft status.

    To access drafted Campaigns:

    1. Click on the Campaigns icon: 2022-06-28_11-15-21.png
    2. Select either "One Time Campaigns" or "Automated Campaigns"
    3. In the "View by Status" list, select "Draft"

  • Merge Fields

    Merge fields allow you to create bulk communications from one or several locations with a personalized message for each patient rather than manually creating individual emails or text messages. Some Merge Fields are can only be used with certain related templates. 

    The following Merge Fields can be found within Campaigns 2.0:

    • The first name of the patient.

    • The last name of the patient.

    • The name of your practice.

    • The phone number of your practice.

    • This is the date of the patient's last appointment at your practice. 

    • This is the date of the patient's next appointment (scheduled visit) at your practice.

    • This is the time of the patient's next appointment (visit) at your practice.

    • Link to patient forms, predefined by the practice. This merge field is only available with the RW Forms product.

    • Link to WePay payment page. This merge field is only available with the WePay feature. Learn more about WePay.

    • The total balance of the Account. (Current + 30 days + 60 days + 90 days). The amount includes both the outstanding balances of the RP and their dependents (if any).

    • Coming soon.
      The dollar amount the patient has been approved for through CareCredit.

    • Coming soon.
      The dollar amount of the patient's remaining insurance benefits.