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Getting Started with Campaigns

This tutorial walks you through sending your first campaign: a daily email to patients who registered recently but haven't completed their intake form.

Before you begin​

  • Organization admins can complete Steps 1 and 2. Templates (Step 3) and the campaign itself (Steps 4 onward) are currently set up by a CareLaunch platform administrator, so work with your CareLaunch representative on those. See Who can build campaigns.
  • To send texts from your own number rather than CareLaunch's shared marketing number, CareLaunch support needs to register one for your organization. See Channels.

Step 1: Verify your sending identity​

  1. Go to Outreach → Outreach Identities.
  2. Click Add identity and choose Domain or Email Address as the Identity Type.
  3. Complete the verification, then set it as your default sender. See Adding an Email Identity.

Step 2: Build the audience​

  1. Go to Outreach → Segments and click New segment.
  2. Name it, for example "New patients — intake incomplete."
  3. Add the conditions that define the group. For this example, use patients registered within the last 30 days who don't have a completed intake questionnaire.
  4. Check the estimated patient count, and use Preview patients to confirm the right people match.
  5. Click Save.

See Segments for every condition type.

Step 3: Create the message template​

  1. Go to Settings → Templates.
  2. Click New and create an Email template with your subject and message. Include {{FirstName}} to greet each patient by name. Email templates must include an unsubscribe link.
  3. Save the template.

See Templates.

Step 4: Build the campaign​

  1. On your segment's row in Outreach → Segments, click Use. Choose Email as the delivery channel, then Continue in campaign builder.
  2. Name the campaign.
  3. Click the trigger and set Event to Scheduled (Recurring). Set Timing to one of the daily options (1:00 AM, 7:00 AM, 1:00 PM, or 7:00 PM), and set your clinic's Timezone.
  4. Check that Send to each patient only once is on (it is by default), so nobody receives the same email every day.
  5. Click the Send Email step, choose your Message Template, set Recipient to Patient so {{FirstName}} is filled in, and check the Message Preview.
  6. Optional: add a Wait of 3 days followed by a reminder email or SMS.
  7. Click Save.

Step 5: Test, then go live​

Execute only works on an enabled campaign, and it runs the last saved version.

  1. Point the campaign at a test segment that contains only your own test patients.
  2. Turn on Enabled and click Save.
  3. From the ⋮ menu, choose Execute, then check that the email arrives and looks right.
  4. Switch the audience back to your real segment and click Save. The campaign now runs on its schedule.

Step 6: Monitor​

Open the campaign's Logs to see who was messaged on each run and any messages that were skipped or failed. The campaign list shows when it last ran and whether it had errors.