Communication & EngagementPurpose
1.2. Deliver program updates, behavioral tips, session schedules, progress notes, event reminders, appointment confirmations, and resource sharing with personalized content per recipient, ensuring compliance with healthcare privacy regulations and professional standards.
Trigger Conditions
2.2. Trigger on new content approval/publication.
2.3. Client milestone achievement or appointment event (e.g., completion of a session plan).
2.4. Manual trigger by therapist or admin for urgent updates.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Use 'Campaigns' API to create and send newsletters ("POST /campaigns", "POST /actions/send") with audience segmentation.
3.2. SendGrid
• Feature/Setting: Activate 'Marketing Campaigns'; automate via "POST /marketing/singlesends" API for template-based blasts.
3.3. Constant Contact
• Feature/Setting: Employ 'Email Campaigns API' ("POST /emails") to distribute planned newsletters to tagged contact lists.
3.4. HubSpot
• Feature/Setting: Automate using 'Email API' ("POST /marketing/v3/emails") to schedule and personalize campaigns.
3.5. Brevo (ex-Sendinblue)
• Feature/Setting: Implement 'Transactional Email' and 'Campaigns API' ("POST /smtp/email" and "POST /emailCampaigns") for flows.
3.6. Microsoft Outlook 365
• Feature/Setting: 'Send mail' Graph API ("POST /me/sendMail") for templated distributions using distribution groups.
3.7. Gmail (Google Workspace)
• Feature/Setting: 'Users.messages.send' API to automate batch sends using drafts/templates from Google Drive.
3.8. Twilio SendGrid (distinct from core SendGrid)
• Feature/Setting: 'Dynamic Templates' and 'Marketing Campaigns API' for personalized, secure sends.
3.9. Zoho Campaigns
• Feature/Setting: Via 'Campaigns API' ("POST /campaigns") schedule and auto-send to respective client segments.
3.10. ActiveCampaign
• Feature/Setting: 'Automations' and 'Campaign API' ("POST /campaigns/send") for triggered sends.
3.11. Salesforce Marketing Cloud
• Feature/Setting: 'Email Studio API' ("POST /messaging/v1/email/messages") integrates with CRM fields for content merges.
3.12. Drip
• Feature/Setting: Use 'Broadcasts API' ("POST /broadcasts") for direct mass sends with behavioral tagging.
3.13. Moosend
• Feature/Setting: 'Campaign Creation API' ("POST /campaigns") for automated launches.
3.14. Mailjet
• Feature/Setting: 'Send API' ("POST /send") and contact list management for tailored distributions.
3.15. Benchmark Email
• Feature/Setting: 'Email Campaigns API' to trigger batch sends ("POST /campaigns/email/send").
3.16. Campaign Monitor
• Feature/Setting: 'Transactional API' ("POST /transactional/messages/send") supports batch templating.
3.17. Klaviyo
• Feature/Setting: 'Campaigns API' ("POST /campaigns/{id}/send") with per-client list management.
3.18. Emma
• Feature/Setting: Use 'Mailings API' ("POST /mailings") with A/B variants and scheduling.
3.19. AWeber
• Feature/Setting: 'Broadcast Messages API' ("POST /messages") with custom fields for healthcare data.
3.20. GetResponse
• Feature/Setting: 'Newsletter API' ("POST /newsletters") automating for event or time triggers.
3.21. Slack (as notification)
• Feature/Setting: 'chat.postMessage' for internal distribution to therapists and ‘reminders’ for client follow-ups.
3.22. WhatsApp Business API
• Feature/Setting: ‘/messages’ endpoint for supplementing email with secure message content links.
Benefits
4.2. Reduces therapist/admin workload from manual sending.
4.3. Minimizes risk of missing updates or critical care notifications.
4.4. Ensures privacy compliance through secure, automated handling.
4.5. Enables granular audience segmentation and message personalization.
4.6. Provides analytics on engagement (opens, clicks) for program improvement.
4.7. Integrates with EHR/CRM for streamlined healthcare workflows.