Messaging & integrations

Run a marketing campaign responsibly

Check eligibility, audience and results before sending.

Guide for clients · Rapivexa 1.0.4 · Reviewed 6 October 2026

Step by step

  1. Confirm that your subscription includes marketing campaigns.
  2. Review the intended audience and the clinic records selected by your filters.
  3. Prepare the content and any provider-approved template required by the channel.
  4. Test with an authorized internal recipient before launching to the audience.
  5. Review the campaign result and failed messages; avoid resending to everyone when only a subset failed.

Keep in mind

Consent, opt-outs, provider restrictions and provider charges still apply. Essential does not include the marketing campaign features offered by Professional and Enterprise.

Menu names and available actions can vary by specialty, role and plan.

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