Marketing & Patient Engagement AutomationPurpose
1.2. Automate audience segmentation, message scheduling, channel selection, follow-up reminders, and engagement tracking.
1.3. Automate the integration between EMR/EHR data, CRMs, and marketing tools for fully synchronized campaign workflows.
1.4. Ensure compliance and consent management through automated data handling and preference centers.
Trigger Conditions
2.2. Upcoming anniversaries, checkups, or eligibility for routine oral surgery procedures (wisdom teeth extraction, implants).
2.3. Patient responses or lack of engagement in prior campaigns.
2.4. Inventory updates for new procedures or technologies.
2.5. Reviews or feedback indicating interest in additional services.
2.6. Seasonality (e.g., back-to-school, year-end dental benefits).
Platform Variants
• Feature/Setting: Automated SMS drip campaigns; configure Messaging API to schedule promotional texts based on patient tags.
3.2. SendGrid
• Feature/Setting: Automated email campaign trigger via Marketing Campaigns API, using segmented contact lists.
3.3. Mailchimp
• Feature/Setting: Automate patient journey workflows; configure Customer Journeys builder for post-visit follow-ups.
3.4. HubSpot
• Feature/Setting: Automated workflows on patient conversion; connect Workflows tool to trigger targeted emails and SMS.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder automator; configure API event triggers for surgical scheduling and post-op care reminders.
3.6. ActiveCampaign
• Feature/Setting: Automated segmentation and messaging; use Automations tool linked to EHR events.
3.7. Constant Contact
• Feature/Setting: Email automation for healthcare; enable triggered messages based on appointment data.
3.8. Zapier
• Feature/Setting: Multi-platform workflow automator; configure Zaps with condition-based campaign launches.
3.9. Klaviyo
• Feature/Setting: Automate abandoned consultation recovery; use API to trigger reminders for missed bookings.
3.10. Facebook Ads
• Feature/Setting: Automated Custom Audience Sync; configure conversion pixel for targeting surgical interests.
3.11. Google Ads
• Feature/Setting: Smart Campaigns automation; configure Medical Services extension and conversion tracking API.
3.12. WhatsApp Business API
• Feature/Setting: Automated messaging for consult reminders; configure verified business messaging flows.
3.13. Drip
• Feature/Setting: Segmented email automation; connect to webhooks for patient lifecycle events.
3.14. Intercom
• Feature/Setting: Automate chatbot sequences for promotion eligibility; trigger flows using Intercom API.
3.15. Outreach.io
• Feature/Setting: Automated sequence builder for follow-ups; integrate scheduling links for post-consultation actions.
3.16. Smartsheet
• Feature/Setting: Automatable notification rules for campaign tasks; link with EHR updates via API.
3.17. Google Sheets
• Feature/Setting: Automated update of promotional lists; use Apps Script triggers on patient updates.
3.18. Microsoft Power Automate
• Feature/Setting: Workflow automator linking EMR to marketing apps; configure triggers based on patient status.
3.19. Pipedrive
• Feature/Setting: Automate communication stages in CRM; set up workflow automation for lead nurturing.
3.20. SurveyMonkey
• Feature/Setting: Automate feedback survey launches post-procedure; trigger via API upon appointment completion.
Benefits
4.2. Maximizes relevancy by automating audience targeting using real-time healthcare data.
4.3. Improves ROI through automated, multi-touch engagement and recovery strategies.
4.4. Ensures consistency of messaging, branding, and compliance via automated template usage.
4.5. Measures campaign effectiveness automatically, enabling scalable A/B testing and optimization.