Automated newsletter segmentation and sending

Purpose

1.1. Automate targeted newsletter list segmentation based on user behavior, demographics, treatment progress, location, and engagement metrics.
1.2. Streamline the scheduling and dispatch of tailored newsletters to improve patient retention, outreach effectiveness, and personalized communication.
1.3. Ensure HIPAA-compliant delivery and opt-out options for sensitive health-related email campaigns.
1.4. Integrate engagement tracking to feed future campaign segmentation and analytics.
1.5. Maintain updated contact lists by filtering based on program completion, relapse risk, or intake status.

Trigger Conditions

2.1. New or updated patient intake forms submitted via web portal or CRM.
2.2. Behavioral event (e.g., previously opened/clicked emails, session attendance, inquiry forms) recorded in the patient management tool.
2.3. Scheduled campaign dates or outreach triggers set by marketing calendar.
2.4. User request for newsletter subscription or unsubscription processed.
2.5. Detection of follow-up need/status change in EMR or CRM.

Platform Variants

3.1. ActiveCampaign
• Feature: Automations - Use “If/Else Split” for behavioral and demographic segmentation; “Email” block to send newsletters quickly.

3.2. Mailchimp
• Feature: API “Lists” endpoint for audience management; “Segment” for dynamic recipient lists; “Campaigns” endpoint to send.

3.3. HubSpot
• Feature: Workflows tool to auto-enroll contacts by lifecycle stage; “Marketing Emails” API to trigger batch sends.

3.4. Salesforce Marketing Cloud
• Feature: “Journey Builder” for audience paths; “Email Studio” to customize and schedule delivery.

3.5. SendGrid
• Feature: “Marketing Campaigns API” for recipient list management; “Send Email” endpoint for dispatching.

3.6. Twilio SendGrid
• Feature: “Contacts API” for segmentation; “Single Send API” for on-demand bursts.

3.7. Constant Contact
• Feature: “Contacts” endpoint for subscriber updates; “Email Campaigns” function to kick off sends.

3.8. AWeber
• Feature: “Subscribers API” for tagging; “Broadcasts API” for sending newsletters.

3.9. Campaign Monitor
• Feature: “Segments API” to dynamically define audiences; “Campaigns API” for triggered sends.

3.10. Klaviyo
• Feature: “Lists & Segments” API for health journey grouping; “Send Campaign” action.

3.11. Zoho Campaigns
• Feature: “Contact Segments” for dynamic filtering; “API Trigger” for dispatch workflows.

3.12. ConvertKit
• Feature: “Subscriber Tagging” for stage-based targeting; “Broadcast API” for sending.

3.13. GetResponse
• Feature: “Search Contacts” API for condition-based lists; “Send Newsletter” API for sends.

3.14. Drip
• Feature: “People API” for tagging/treatment status updates; “Broadcasts” for batch messaging.

3.15. Moosend
• Feature: “Segment API” for grouping; “Campaign API” for delivery.

3.16. Benchmark Email
• Feature: “Segment Management” for behavioral splits; “Email Campaign API” for triggering.

3.17. Mailjet
• Feature: “Contacts List” API; “Send Campaign” endpoint.

3.18. Emma
• Feature: “Segment” tool for audience targeting; “Campaigns API” for timed releases.

3.19. Brevo (formerly Sendinblue)
• Feature: “Contact Segmentation” via attributes/tags; “Transactional API” to send.

3.20. Omnisend
• Feature: “Segment Builder” for customer journeys; “Campaign API” for batch outreach.

3.21. Elastic Email
• Feature: “Contacts” API for demographic updates; “Campaigns” endpoint for execution.

3.22. Oracle Eloqua
• Feature: “Segment Members API” for advanced selection; “Emails API” for automation.

Benefits

4.1. Increases outreach personalization and engagement rates.
4.2. Ensures regulatory compliance for patient communications.
4.3. Reduces manual workload, freeing staff for higher-value outreach.
4.4. Provides responsive, timely newsletter distribution based on recipient needs.
4.5. Improves analytics for campaign performance and continuous marketing refinement.