Cloud 9 Connect now offers patient care follow-up recurring campaigns for email or text, as well as financial text campaigns, enabling your practice to send mass communications to responsible parties. These features can be accessed in Cloud 9 under Edit > Automation Suite > Recurring Campaigns. Mass emailing can be accomplished through the recurring campaign feature in Cloud 9 Connect at no additional charge.
This section includes three key tabs for creating effective recurring campaigns. To start, select or create a template, choose a recipient list, and initiate the campaign in the campaign tab. You can set campaigns to recur monthly, such as celebrating patients' birthdays, or conduct one-time outreach. These customizable campaigns can notify about office closures, send recalls, share announcements, extend holiday greetings, and fulfill various communication needs within your practice.
Recurring campaigns improve centralized communication among responsible parties/patients and your practice. Responses to these campaigns can be accessed in View > Two Way Messaging in Cloud 9, indicating if messages were sent via automated reminders, direct communication, or recurring campaigns. This feature consolidates responses in one place for easy tracking.
For optimal results with Recurring Campaigns, consult the dedicated pages for each step: Recurring Campaigns: Employee Permissions, Recurring Campaigns: Creating an Email Template, How to add a Sender Address and Unsubscribe Link to Email Template, Recurring Campaigns: Creating a Text Template,, Recurring Campaigns: Recipient Lists, and Creating & Sending Recurring Campaigns.
NEW FEATURE:
Cloud 9 Connect is now proud to offer our brand new Financial Text Campaigns! Please see these articles for more information.
-How do we setup and use Financial Campaigns via Cloud9 Connect?
-Video: How to create and send Financial Campaigns via Cloud9 Connect.
-How to set up a Responsible Party recipient list for financial campaigns.
-How to Create a Financial Campaign Template.
-How to setup up a financial campaign for a Responsible Party with an aged balance.
-Example of how to set up message intervals for Financial Campaigns.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.