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Is there a data tag in Denticon Patient Communication that will allow us to send out links to our Google or Facebook Reviews page?

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Jaclynn
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Introduction:
Planet DDS understand the importance of automating patient surveys and review requests while ensuring location-specific links are seamlessly integrated. The best approach we recommend is to utilize the Custom URL fields available in the Location Setup → Integration tab. The following guide will walk you through how to set up the custom URL fields and corresponding patient communication templates for both SMS and email campaigns. 

Process description:
Users will need to enter in the URL's for their Facebook and Google Review pages into the office setup, then create a template with the data tag for custom URLs. 

Prerequisites:
Users will need the security right "Setup-Office Screen Full Control" to enter in the custom URL to the office setup. 

Users will need the security right "Utilities-Automated Campaigns Template management" to edit the template to include the data tag. 

Gathering materials/resources:
You'll need the URL for the office's Google or Facebook Reviews page before you can enter them in the office setup.

Step-by-step instructions:

  1. Go to Setup>Offices>Office Setup>Integration.
  2. In the section for "Patient Communication URLs", note the two fields labeled "Custom URL 1" and "Custom URL 2". 
  3. Click the "Edit Office" button.
  4. Paste your Facebook and Google Review page URLs in the custom URL field. 
  5. Press Save.
  6. Go to Utilities>Launch>Automated Campaigns.
  7. Click the icon for "Templates".
  8. Choose to either add a new template, or select an existing template to edit. 
  9. The main body of the template include the data tag "Custom URL 1" and/or "Custom URL 2". This data tag is available for both SMS and Email Templates.

Next Steps:

  1. From Utilities>Launch>Automated Campaigns, click the button for Appointment Campaigns.
  2. Set the event trigger to "Appointment Date"
  3. Add touchpoint to go out X amount of time after the appointment.
  4. Attach the template containing the custom url link that was created following the steps in the above section.

Tips and best practices:
Creating a template using the custom URL data tag, will eliminate the need to create survey campaigns and templates for each unique office. This way, when a patient meets the criteria and a message is sent, the system will dynamically insert the correct review link based on the location the patient's appointment was in.

 

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