In this article, you will learn about our updates to:
- Enable patients to view marketing campaign contents within the email
- Synchronize Remedly calendar with Google calendar
Link to Release Video below
View Marketing Campaigns in Emails
To increase a marketing campaign's reach, we have improved the marketing campaigns functionality to enable patients to view the marketing campaign content directly in the email.
To create a marketing campaign, go the Main Menu -> Marketing -> Campaigns.
Create New Campaign by clicking +New Campaign.
Name your marketing campaign and click Start to build the offer.
Select the target list of patients and add a filter. Click Preview to see the list of patients who will receive the marketing campaign email. Click Next to go to the next step.
Add the subject of the email that patients will see in their inbox. Click Next to go to the next step.
Select the template for your campaign. Then click Next.
Design your campaign with the available tools.
Add a Special to your Campaign if desired.
Click Next to review the campaign.
Review the campaign details and click Confirm if the campaign details are as desired.
You can schedule the campaign or send it out immediately.
The patient will be able to see the marketing campaign contents directly in the email as well as in the patient portal.
Note: The special can be claimed only via the patient portal. If the patient clicks on the Get Special button within the email, they'll be redirected to the patient portal for further steps.
Patients Unsubscribing from the Marketing Emails
Patients can block receiving marketing emails using the following options:
1. From a marketing email
Patients can unsubscribe from Marketing Campaigns by clicking the Unsubscribe from Marketing Campaigns link in the email.
The patient will be added to the list of Patients Who Opted Out of Campaigns and will stop receiving marketing emails.
2. From the Opt-out option in the Patient Portal -> Account Preferences.
View Campaign Statistics
It is also possible to view campaign statistics in Marketing -> Campaigns.
You will see how many patients opened the campaign via the patient portal, via email and/or claimed the special.
Note: Statistics show where the patients opened the campaign for the first time (from email or from the patient portal). If the patient views the campaign for the first time via email, and then views the campaign through the patient portal, then it will be reflected in the statistics only 1 time, as viewed via patient portal.
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Synchronize Remedly calendar with Google calendar
To view both your personal and work appointments in a single calendar, activate the Remedly calendar integration with Google Сalendar.
Note: this functionality also helps provide insight to your Remedly calendar if Remedly is ever inaccessible.
To be able to synchronize the calendar, first check that the following conditions are met:
1. Check that Remedly Calendar Integration (CalDAV) is enabled for the user in Global Permissions under Practice Account -> User Accounts.
2. Remedly Calendar Integration (CalDAV) should also be turned on for your practice in Practice Account -> Practice Profile.
Note: At least one checkbox should be selected.
To synchronize the calendar follow these steps:
1. Go to Practice Profile -> Account Settings.
Or Practice Account -> Staff Profile for staff users.
2. Go to Name and Login information tile.
3. Select the checkbox for Sync with Google Calendar.
4. A link to synchronization instructions will appear. Click on it to see further steps.
5. Wait until the link is generated.
Note: If you turn on the synchronization for the first time, you'll have to wait for about 5 minutes for the link to be generated. Please don't close the tab!
6. When the link is ready, click on the icon to copy the link to your clipboard.
7. Go to your Google Calendar. Click + to add another calendar.
8. Select from URL
9. Insert the URL and click Add calendar.
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10. The calendar will appear in the list
11. Go back to Calendar
12. Make sure that the checkbox for the calendar is selected. The appointments will be visible in your Google Calendar.
Note: Google Calendar has some lags in calendar synchronization. According to official Google documentation there may be a delay of up to 12 hours in the display of appointment data on Google Calendar. This means that if you create an appointment through Remedly Calendar, it may take up to 12 hours for it to appear in their Google Calendar.
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Video
Content Timelines per Minute:
00:00 - 00:03 - Introduction
00:04 - 00:34 - View marketing campaigns in email
00:35 - 01:01 - Synchronization with Google Calendar
01:02 - 01:10 - Wrapping up