Marketing, Communication, and Retention Automations**Purpose**
1.2. Facilitate rapid, segmented, and scheduled communication via email, SMS, social media, and website updates for maximizing campaign reach, awareness, appointment booking, and ROI.
1.3. Capture engagement metrics, trigger follow-up actions, and retarget non-responders to maximize conversion rates.
1.4. Ensure compliance with healthcare marketing regulations and protect patient privacy.
**Trigger Conditions**
2.2. Marketing calendar date reached (scheduled automation).
2.3. Update flagged in clinic management system (e.g., change in service list).
2.4. Manual trigger by marketing team for ad-hoc campaigns.
2.5. Patient segment activity (e.g., inactive patients >3 months).
**Platform Variants**
• Feature/Setting: Programmable SMS — configure SMS campaign with service promo message, patient group list, and scheduled delivery time。
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API — create and send email blasts with dynamic content for new service, using merge fields for personalization。
3.3. Mailchimp
• Feature/Setting: Campaign Builder API — launch segmented drip email series for different patient groups about seasonal packages。
3.4. ActiveCampaign
• Feature/Setting: Automation builder — trigger multi-step email/SMS notifications upon campaign launch date。
3.5. HubSpot
• Feature/Setting: Marketing Email API — configure scheduled newsletters detailing new services and health benefits。
3.6. Zapier
• Feature/Setting: Multi-step Zap — link booking updates to campaign message triggers across email, SMS, and Slack。
3.7. Facebook Business Suite
• Feature/Setting: Scheduled Posts — configure auto-posting of offers and service launch content to Facebook/Instagram。
3.8. Hootsuite
• Feature/Setting: Bulk Scheduler — push multi-platform social media campaign updates。
3.9. Google Ads
• Feature/Setting: AdWords API — automate launch and pausing of ads aligning with campaigns。
3.10. ClickSend
• Feature/Setting: SMS/MMS Campaigns — set up appointment reminders and promo blasts。
3.11. WhatsApp Business API
• Feature/Setting: Automation — configure new service announcements to broadcast lists。
3.12. Slack
• Feature/Setting: Incoming Webhooks — notify clinic staff in real-time when campaign messages are dispatched。
3.13. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — create patient journeys for promotional flows and retargeting。
3.14. Constant Contact
• Feature/Setting: Email Automation — trigger and time email series for new service launches。
3.15. Calendly
• Feature/Setting: Event Data Webhook — send triggered invite links as part of campaigns。
3.16. Intercom
• Feature/Setting: Outbound Messaging API — in-app or email broadcast promotions to registered patients。
3.17. Shopify
• Feature/Setting: Marketing Automation — trigger promo follow-ups for health products alongside acupuncture offers。
3.18. SurveyMonkey
• Feature/Setting: Webhooks — automate feedback requests post-campaign to gauge interest and push responder data to CRM。
3.19. Google Sheets
• Feature/Setting: Sheet Triggers — update campaign status and initiate platform-based sends from sheet changes。
3.20. Microsoft Teams
• Feature/Setting: Incoming Webhook — staff notification flows regarding live campaign performance or required manual actions。
3.21. Instagram Graph API
• Feature/Setting: Scheduled image/video posts featuring seasonal combos and booking links。
3.22. Eventbrite
• Feature/Setting: Event Notification API — automate announcements for new acupuncture info sessions or workshops。
3.23. Zoom
• Feature/Setting: Webinar Registration API — marketing flows for campaign-driven webinars on health topics。
**Benefits**
4.2. Ensures messaging is timely, consistent, and segmented for relevancy.
4.3. Minimizes manual work and scheduling errors for clinic staff.
4.4. Enables efficient campaign performance tracking and iterative optimization.
4.5. Supports compliance and protects patient data through automated, role-based flows.