Customer Communication & MarketingPurpose
1.2. Achieve automation of collecting, updating, and utilizing patient communication preferences (SMS, email, phone, mail, app notifications).
1.3. Enable automated, preference-based marketing, appointment reminders, recalls, and feedback requests for optician services.
1.4. Ensure data compliance and security by automatedly respecting patient opt-in/opt-out statuses.
Trigger Conditions
2.2. Update or change in patient communication preference submitted via portal, app, or front desk.
2.3. Scheduled periodic sync from EHR/practice management system.
2.4. Receipt of patient opt-out/in request through any communication channel.
2.5. Automated trigger from campaign response or engagement activity logged in CRM.
Platform Variants
• Feature/Setting: Automate SMS preference collection via inbound messaging or webhooks configuration.
3.2. SendGrid (Marketing Campaigns API)
• Feature/Setting: Automates updating patient email segment list based on preference API.
3.3. Mailchimp (Lists & Audience API)
• Feature/Setting: Automator for automatedly syncing/composing audience tags from opt-in forms.
3.4. Salesforce Health Cloud (REST API)
• Feature/Setting: Automate segmentation fields for communication preference with automated flows.
3.5. HubSpot (Contacts API & Workflows)
• Feature/Setting: Automates updating custom property on patient record per collected channel preference.
3.6. Freshdesk (Contacts API + Ticket Automations)
• Feature/Setting: Automatedly track and trigger communications based on custom field ‘Channel Preference’.
3.7. ActiveCampaign (CX Automation + Lists)
• Feature/Setting: Automates list segmentation and sends only to opted-in channel.
3.8. Klaviyo (Profiles API)
• Feature/Setting: Automator for syncing consent status and channel for automated campaigns.
3.9. Google Sheets (App Script/API)
• Feature/Setting: Automatically log and segment communication preferences in sheets for further automation.
3.10. Zapier (Webhooks)
• Feature/Setting: Automation of all opt-in/opt-out cross-platform updates via webhook automator.
3.11. Intercom (Custom Attributes API)
• Feature/Setting: Automate updating `preferred_channel` field based on inbound survey or manual update.
3.12. Pipedrive (People API)
• Feature/Setting: Automates update of patient profile with communication automation flags.
3.13. Zoho CRM (Custom Fields + Workflow Automation)
• Feature/Setting: Automatedly segment patients and trigger automations according to stored preference.
3.14. SurveyMonkey (Webhooks & Responses API)
• Feature/Setting: Collect and automate preference capture from patient surveys.
3.15. Typeform (Responses API + Zapier Integration)
• Feature/Setting: Directly automate creation/update of preference records.
3.16. Microsoft Power Automate (Connector Flows)
• Feature/Setting: Automates syncing communication preference from EHR to marketing lists.
3.17. Medesk (Patient API)
• Feature/Setting: Automatedly update patient communication options from EHR to outreach automations.
3.18. PatientPop (Preferences API)
• Feature/Setting: Automate real-time update of marketing eligibility by preference.
3.19. Constant Contact (Contacts API + Tags)
• Feature/Setting: Automates contact tagging by desired communication method.
3.20. VaxCare (APIs + Custom Fields)
• Feature/Setting: Automate communication consent capture and apply segmentation for follow-up automations.
Benefits
4.2. Maximizes open rates by sending through automatedly preferred channels only.
4.3. Reduces manual entry errors, automating accuracy in patient communication settings.
4.4. Enables targeting via automated segments for promotions, recalls, or reminders.
4.5. Scales seamlessly as more patient records are automatedly processed.
4.6. Automates opt-outs/ins across all connected systems instantly.
4.7. Improves patient satisfaction by automatedly meeting individual communication expectations.