Lead Channels Overview

We’ve built two distinct lead channels into Reach, including all of the elements needed to build your lead workflows, including lists, content, and landing pages. Our two channels focus on reactivating your past patients and getting interested net new individuals signed up for an Initial Evaluation. In the channels outlined below, each lead enters through submitting a form through the landing page (FS).

Implementation

Reach comes pre-loaded with Lists and pieces of Content. During onboarding, you’ll use these items to create Workflows.

What workflows are recommended?

Let’s review the workflows you’ll be enabling to support these lead channels.

  • Reactivation Confirmation
  • Reactivation Conversion Prompt 1
  • Reactivation Conversion Prompt 2
  • Appointment Request Confirmation
  • Appointment Request Conversion Prompt 1
  • Appointment Request Conversion Prompt 2

Pre-loaded Lists

These are the lead lists that come pre-loaded in your Reach account. You’ll be able to create additional lists if you would like to do so. 

  • All Open Leads
  • All Open Leads, Patient Inactive
  • All Closed Lost Leads
  • All Closed Won Leads
  • All Replied to Leads
  • Open Appointment Request Sign Ups

Pre-loaded Content

The following announcements are automatically included in your account to describe our two primary lead channels: reactivation of past patients and brand new leads.

Announcements
  • Appointment Request Confirmation
  • Appointment Request Conversion Prompt 1
  • Appointment Request Conversion Prompt 2
  • Reactivation Confirmation
  • Reactivation Conversion Prompt 1
  • Reactivation Conversion Prompt 2

Landing Pages

  • Reactivation Offer
  • Request an Appointment

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