Run a marketing campaign responsibly
Check eligibility, audience and results before sending.
Step by step
- Confirm that your subscription includes marketing campaigns.
- Review the intended audience and the clinic records selected by your filters.
- Prepare the content and any provider-approved template required by the channel.
- Test with an authorized internal recipient before launching to the audience.
- 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.
Related guides
Messaging & integrations
Connect WhatsApp and check message delivery
Provider setup and delivery status matter.
Read guide →Messaging & integrationsSet up email and other integrations
Connect only the services your plan and clinic require.
Read guide →Still need help?
Send your clinic code and the exact issue. Keep passwords and patient information private.
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