Marketing & Lead GenerationPurpose
1.2. Automatically identify key dates and dynamically trigger campaigns to both prospects and existing patients.
1.3. Integrate online scheduling and auto-reminders to streamline uptake.
1.4. Personalize outreach based on visit history, treatment preferences, or location.
1.5. Collect campaign analytics to refine future promotions and optimize ROI.
Trigger Conditions
2.2. Behavior-based: Last appointment >90 days ago, first appointment anniversary, or opted-in for notifications.
2.3. Web Interaction: Visitor submits site form or clicks seasonal offer CTA.
2.4. CRM Flag: Tag patient as lapsed, ready for re-engagement.
2.5. List Membership: Entry into segmented list (e.g., “Chronic Pain”, “New Patients”).
Platform Variants
3.1. Twilio (API: SendMessage)
• Feature/Setting: Configure SMS API to send automated holiday offer texts; example—use webhook trigger when a date matches.
3.2. SendGrid (API: v3 Mail/send)
• Feature/Setting: Triggered email sequences with HTML templates; leverage substitutions for name/promo details.
3.3. Mailchimp (API: Campaigns)
• Feature/Setting: Automated campaigns fired by list segmentation or via webhook on seasonal trigger.
3.4. ActiveCampaign (API: Automations/Start)
• Feature/Setting: Build “Seasonal Offer” automation; use contact tags and timed sequences.
3.5. HubSpot (API: Workflows)
• Feature/Setting: Workflow initiates email/SMS, assigns task to staff, and updates contact lifecycle stage.
3.6. Zoho CRM (API: Functions/Workflow triggers)
• Feature/Setting: Workflow rule on “Seasonal Offer Eligible” field; fires email or SMS.
3.7. Salesforce Marketing Cloud (API: Journeys)
• Feature/Setting: Journey builder triggers offer email/SMS based on segment and date field.
3.8. Google Calendar (API: Events/watch)
• Feature/Setting: Detect calendar events near a holiday and trigger webhook or email blast.
3.9. Facebook Ads (API: AdCampaigns)
• Feature/Setting: Auto-launch seasonal retargeting ad; sync custom audience with patient CRM.
3.10. Instagram Direct (API: Messages)
• Feature/Setting: DM patients with offer template when season triggers.
3.11. Slack (API: chat.postMessage)
• Feature/Setting: Send team notifications/reminders about offers and campaign launches.
3.12. Google Sheets (API: Spreadsheets/updates)
• Feature/Setting: Log seasonal campaign response data and booked appointments.
3.13. Shopify (API: PriceRules)
• Feature/Setting: Apply time-limited discount code to wellness products in store.
3.14. Calendly (API: EventTypes)
• Feature/Setting: Create and link special seasonal booking type; auto-email confirmation.
3.15. Typeform (API: Webhooks)
• Feature/Setting: Pull responses from offer sign-up form and push to CRM for follow-ups.
3.16. WhatsApp Business (API: Messages)
• Feature/Setting: Send promotional offers via broadcast with CTA to appointment link.
3.17. Google Ads (API: CampaignManagement)
• Feature/Setting: Auto-schedule seasonal ad flight tied to local search terms (e.g., “Spring Acupuncture”).
3.18. Eventbrite (API: Events)
• Feature/Setting: Create seasonal open house or workshop, auto-email RSVP reminders.
3.19. SurveyMonkey (API: Surveys)
• Feature/Setting: Collect feedback on past seasonal offers with follow-up incentives.
3.20. Constant Contact (API: EmailCampaigns)
• Feature/Setting: Automate holiday newsletter with dynamic offers and booking buttons.
3.21. Klaviyo (API: Flows)
• Feature/Setting: Build email/SMS flows based on seasonal triggers and behavior segmentation.
3.22. Drip (API: Workflows)
• Feature/Setting: Orchestrate multi-channel campaigns for returning or new patients during events.
Benefits
4.2. Reduces manual overhead—system detects dates and behaviors, automates response.
4.3. Enhances personalization, increasing conversion likelihood and fostering loyalty.
4.4. Centralizes data tracking for ROI analysis, enabling campaign optimization.
4.5. Supports omnichannel outreach—patients receive offers on preferred communication channel.