Email/SMS campaigns for educational content

Purpose

1.1. Deliver targeted, educational content (e.g., reproductive health, procedure preparedness, aftercare) via email and SMS to patients and prospects.
1.2. Reinforce trust, promote clinic services, remind about appointments/follow-ups, and comply with healthcare communication standards.
1.3. Improve patient engagement, inform consent, and reduce anxiety through timely, personalized content distribution.

Trigger Conditions

2.1. Patient opt-in during appointment booking or intake form completion.
2.2. Upcoming or missed appointment detection in clinic management software.
2.3. New educational content or campaigns scheduled for distribution.
2.4. Milestones post-procedure or post-consultation (e.g., 24-hour aftercare check, 1-week wellness reminder).
2.5. Anniversary dates or periodic check-in intervals (monthly, quarterly).

Platform Variants

3.1. Twilio (SMS)
• Feature: Messaging Service > Send SMS
• Configuration: Setup SMS API with messaging service SID, set patient number, use dynamic body from clinic’s database.

3.2. SendGrid (Email)
• Feature: Mail Send API
• Configuration: Set sender identity, dynamic template ID, personalizations object for recipient, and content variables.

3.3. Mailgun
• Feature: /messages API endpoint
• Configuration: Use HTTP POST to /messages with 'to', 'subject', and HTML body fields.

3.4. Mailchimp
• Feature: Automations > Email Campaign
• Configuration: Configure event-based automation trigger, segment audience by procedure, send predefined templates.

3.5. Constant Contact
• Feature: Email Automation Series
• Configuration: Create welcome email series triggered by new subscriber event, assign to ‘abortion services’ list.

3.6. ActiveCampaign
• Feature: Automations > Start Trigger: subscribes to list
• Configuration: Trigger by tag 'appointment-booked', send content via automation flow.

3.7. Amazon SES
• Feature: SendEmail API
• Configuration: Use verified sender, set recipient and dynamic message body; invoke via HTTPS or SDK.

3.8. Nexmo (Vonage) SMS
• Feature: Send an SMS
• Configuration: Use API key/secret, set 'to' and 'from' numbers, and message text.

3.9. Plivo
• Feature: Messaging > Send SMS
• Configuration: Set src, dst, and text in API request body.

3.10. Klaviyo
• Feature: Flows > Email/SMS
• Configuration: Trigger ‘joined list’ event, set split paths based on service type.

3.11. HubSpot
• Feature: Workflows > Send Email Action
• Configuration: Start on appointment form submission, send transactional or marketing email.

3.12. Zoho Campaigns
• Feature: Autoresponders
• Configuration: Trigger by signup, configure time-based post-signup messages.

3.13. Drip
• Feature: Workflows > Send Email
• Configuration: Apply tag ‘patient-education’, configure content delivery sequence.

3.14. Moosend
• Feature: Automation workflows
• Configuration: Trigger by subscription to ‘clinic updates’, send follow-up sequence.

3.15. ClickSend
• Feature: SMS Campaigns
• Configuration: Upload contacts, schedule campaign, map custom fields for message body.

3.16. Brevo (ex-Sendinblue)
• Feature: Transactional Email/SMS
• Configuration: Set up event trigger, personalize content, and schedule future sends.

3.17. Pipedrive
• Feature: Workflow Automation + Email Integration
• Configuration: When deal stage changes to 'Appointment Booked', send template email.

3.18. Salesforce Marketing Cloud
• Feature: Journey Builder > Email/SMS Activity
• Configuration: Define audience, entry event from data extension, configure activity for message.

3.19. Intercom
• Feature: Series > Outbound Messages
• Configuration: Trigger by user property (e.g., scheduled consultation), send in-app/email/SMS.

3.20. Gupshup
• Feature: SMS API
• Configuration: Use API credentials, set phone number, select message template.

3.21. MessageBird
• Feature: Flow Builder > Send SMS Step
• Configuration: Define trigger (e.g., webhook from EHR), send text to patient.

3.22. Omnisend
• Feature: Automations > Workflow
• Configuration: Trigger by signup, branch flow based on clinic services.

Benefits

4.1. Ensure delivery of compliant, timely, and resourceful content to patients.
4.2. Strengthen relationships through personalized education and support.
4.3. Increase appointment attendance and reduce no-shows through reminders.
4.4. Foster trust, positive outcomes, and higher patient satisfaction.
4.5. Save staff time by automating repetitive outreach and follow-up.