Create an Announcement

Announcements are emails written by you and sent directly to your patients and/or leads. Typically, this type of message contains more clinic-specific information, such as welcome emails, happy birthdays, review requests, and so on. Additionally, announcements allow the most customization, so if you’re looking to build original content, this is the format to use. This is the recommended content type for lead and patient communication.

Let’s create an announcement.

Start by selecting Content from the Campaigns drop-down.
Select Create Content, and click Announcement.
Add a Name and a Description. This information will not be seen by the patient or lead.
Next, select your Primary Notification method. Note: we continue to recommend email as the primary notification method for most workflows.
You can add an optional Secondary Notification method. For high-value workflows, we typically include text as the secondary notification method to capture patients who provided a cell phone and do not have an email on record.
Lastly, you can choose how often an individual can receive this content using Send Rules. The default is once per year. Click here to learn more about Send Rules.
Click Save Content. This will allow you to preview your notification method(s).

Email Notification Options

These are our recommendations for crafting an email:

Subject Line

This is a great place to include dynamic variables.

From Name

This field defaults to the primary treatment facility for patients and the preferred facility for leads if left blank.This is pulled from the Facility Name as it appears in the Setting section. Please note: if the lead has not designated a preferred facility, this field will default to the company’s name and brand info, as written in the Company settings.

You can override a default by typing in alternate data and/or including dynamic variables. A great example is using the {{primary_therapist}} dynamic variable to make the content appear to be sent to the patient directly from their therapist. The following example should only be used for messages to patients.

Reply To Address

This defaults to the facility-specific email address for patients and leads. If no facility is included in the contact record, this will fall back to the company’s main email address.(This is pulled from the Company Email field in the Settings section).

Email Message

Complete the body of the email. Remember, including dynamic variables can help personalize your message. Want to include images or videos? Check out these instructions.

Call To Action

Finally, you can add a Call to Action link, and update the associated button text. This defaults to Read More. In this example, we’ve included a link to a pdf resource that lets the patient know what to expect during their first visit such as what they should wear. You could include a link to any type of relevant information such as a video or a map.

Text Message Notification Options

When crafting a text message outreach, you should follow the best practices we’ve explained here.

Use the Variable drop-down to include dynamic variables.
Links included will be automatically shortened. You can see this in the preview.

In-App Notification Options

We are still working on developing the right approach and best practice around using In-App messaging. Because users must have downloaded the Strivehub App, and must have allowed notifications from the app, the instances where this notification type would be used are rare.

Announcement Detail Page

Once saved, you’ll be navigated to the details page for this particular announcement. Here you can find stats around the content’s performance for the selected date range.

Stats

These stats are the aggregate of all workflows that use this piece of content. Once this announcement is associated with a workflow, we recommend tracking statistics from that workflow details page. You’ll be able to gain a better understanding of how the campaign is performing overall.

Reach: the number of unique patients who have received an email from workflows that belong to this campaign
Open %: the percentage of recipients who have opened (or viewed) emails that belong to this campaign. Formula: emails opened divided by total emails sent. You will not have an Open % for text messages.
Click-To-Open Rate: the percentage of recipients who click on a link in this content after opening the content. Formula: total clicks divided by number of opened emails. You will not have a Click-To-Open rate for text messages.
Unsubscribe %: percentage of recipients who unsubscribed from the email list as receiving one content belonging to a workflow within the campaign. Formula: number of patients that have unsubscribed divided by total patients

Details

The Details section contains information on

Who last updated the content
The type of content
Which active workflows the content is associated with
The designated send rules

You can also preview the content for both primary and secondary (if included) send options.

The email preview allows you to see the email exactly as it will appear to the patient. If you want to test your links, right click on the link and choose Open link in new tab. From there, you can open the link as you normally would. This ensures that the link content doesn’t mask your email in the preview window. Please note that any dynamic variables used will contain placeholder data.

Recipients

This section displays all patients who received this post. You can see how the patient has interacted with the content, including whether they’ve opened it, clicked a link in the content (including unsubscribe), or unsubscribed. However, if the link was sent to the recipient via text message, you cannot track text message opens.

Send Content

This section allows you to send this announcement to a patient directly without setting up a workflow. Use the search bar to locate and select the patient. Click either Send as Email. Note: you cannot send content directly to a lead.