Marketing & Patient EngagementPurpose
1. Automate timely notifications for patients based on birthday, pregnancy milestones, and key healthcare dates to maximize engagement, promote preventive care, and drive automated patient loyalty in family planning/birth control contexts.
2. Automator enables automated patient reminders, milestone marketing, educational messages, and appointment nudges, streamlining communication between center and patient to enhance experience and retention.
Trigger Conditions
1. Automated triggers on exact date matches for patient birthday from EMR/CRM data.
2. Pregnancy milestones (e.g., conception, each trimester, expected delivery) detected via automated data input.
3. Automated key care anniversaries or birth control review dates, calculated based on initial consultation dates.
4. Real-time or scheduled automating based on patient-provided milestones or updates from partner organizations.
Platform Variants
1. Twilio SMS
- Feature/Setting: Automate SMS flow using Messaging Service API; configure trigger for milestone date; sample body “Happy birthday from [Clinic]! Schedule your annual care visit.”
2. SendGrid
- Feature/Setting: Automator automates email sends via /mail/send; set scheduled triggers linked to patient milestone dates.
3. Mailchimp
- Feature/Setting: Automated journeys via Customer Journeys; map data field (e.g., birthday/pregnancy stage) as journey trigger.
4. HubSpot
- Feature/Setting: Workflow automation; use Contact property triggers for milestone date; send templated message automatically.
5. ActiveCampaign
- Feature/Setting: Automate "Date-Based Automations"; trigger campaign by “Date field is today.”
6. WhatsApp Business API
- Feature/Setting: Automator sends templated message via automated API call on milestone date.
7. Slack
- Feature/Setting: Automate direct or group message posting via Slack Bot API, triggered by Google Sheet webhook with date logic.
8. Google Calendar
- Feature/Setting: Automated event and reminder creation using Calendar API; automate patient reminders by event date.
9. Zapier
- Feature/Setting: Date-triggered Zaps automate cross-platform message delivery upon milestone detection.
10. Salesforce
- Feature/Setting: Configure Process Builder/Flow to automatedly send notification when birthday or pregnancy date field matches today.
11. Microsoft Power Automate
- Feature/Setting: Date-trigger automates Outlook or Teams messages to patients.
12. Facebook Messenger
- Feature/Setting: Automate message template send via Messenger Send API, triggered by date-matching webhook.
13. Viber
- Feature/Setting: Automator posts automated notification to Viber Public Account via Viber API.
14. Telegram
- Feature/Setting: Use Bot API to automate birthday greetings/pregnancy milestone updates with scheduled triggers.
15. Intercom
- Feature/Setting: Automated message with Event Trigger, where the event is a milestone date match.
16. Marketo
- Feature/Setting: Triggered email automation via Smart Campaign, date-based trigger.
17. Klaviyo
- Feature/Setting: Automate Flows based on Date property for birthdays and milestones.
18. Google Sheets
- Feature/Setting: Date formula triggers automation via webhook to external channels (e.g., WhatsApp/SMS).
19. Outlook
- Feature/Setting: Automate customized email sends from mail merge on milestone dates using API or flow.
20. Freshdesk
- Feature/Setting: Automated email or Whatsapp notification via helpdesk workflow on custom field date match.
21. Pipedrive
- Feature/Setting: Automate workflow to send milestone-triggered automated communications.
Benefits
1. Automation saves staff time, increases reliability, and enhances patient experience by automating timely, personalized outreach.
2. Automates multi-channel engagement, ensuring milestone messages reach patients on their preferred platform.
3. Automating notifications reinforces patient recall, supports consistent education, and encourages follow-up visits.
4. Automator ensures zero missed engagement opportunities, automates retention, and strengthens marketing performance.