Objective: Get New Patients

As you begin to use different lead channels to help people discover all that your practice has to offer, you may want to track the success of your net new lead workflows in one centralized place. Campaigns is a great way to do just that! 

We would recommend this workflow  

If you choose to set up a secondary lead channel to encourage contacts to submit information you’ll set up the following workflows to meet this objective.

Get New Patients

  • Appt Request Confirmation
  • Appt Request Conversion Prompt 1
  • Appt Request Conversion Prompt 2

Reactivation can take many forms, from offering a free initial exam to a phone consultation. However your clinic chooses to approach them, they’re essential to success. Check out our Reactivation Best Practices for more information.

Campaign Creation

You may find that you’d like to group these workflows into one or multiple campaigns. Please note that each workflow can only be added to a single campaign.  

Click here to learn on how to create a campaign. When building the campaign, be sure to select Re-Engage Past Patients as the objective

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