Targeted communication for promoting new services/classes

Purpose

1. Automate targeted communications to promote new services or classes to patients of a physiotherapy center.

2. Enable segmentation by patient history, demographics, and engagement data for highly personalized outreach.

3. Ensure new offerings are announced automatedly via multiple communication channels (SMS, email, social media, messengers).

4. Automate actionable CTAs (e.g., bookings, sign-ups) as part of patient nurturing and retention processes.

5. Track engagement automatedly and refine future communications via reporting and analytics.

Trigger Conditions

1. Automated update to service list or class calendar in EHR/CRM.

2. Scheduled launch dates for new services/classes.

3. Segment changes—new patient enrolments, high-interest segments, or user-defined filters.

4. Campaign start/end times and preset automation workflows.

5. Low engagement metrics triggering automated follow-up communications.

Platform Variants

1. Twilio SMS

• Feature: Programmable SMS API; automates personalized text message broadcasting.
  
• Setting: Configure Messaging Service SID; template message variables for service and patient data.
  

2. SendGrid

• Feature: Marketing Campaigns API; automates segmentation and sending promotional emails.
  
• Setting: Create Dynamic Templates; configure API Key and recipient list upload.
  

3. Mailchimp

• Feature: Campaigns/Automations; automates targeted email series.
  
• Setting: Set up Customer Journeys; synchronize patient data via API.
  

4. HubSpot

• Feature: Marketing Automation Workflows; automate multi-channel engagement.
  
• Setting: Use workflow triggers on list updates; configure sequence steps with promotional content.
  

5. ActiveCampaign

• Feature: Automation Builder; automates personalized campaign paths.
  
• Setting: Define triggers based on contact tags; configure API for real-time sync.
  

6. Zapier

• Feature: Webhooks + Automation zap; automates cross-platform action chains.
  
• Setting: Connect webhook to EHR; define SMS/email send action.
  

7. Salesforce

• Feature: Marketing Cloud Journey Builder; automate outreach to custom patient segments.
  
• Setting: Configure Journey Data Extension; use API for service/class info updates.
  

8. Slack

• Feature: Incoming Webhooks; automated team/patient notifications for upcoming services.
  
• Setting: Set webhook URL; custom message blocks with new service details.
  

9. WhatsApp Business API

• Feature: Notification Messages; automate rich promotional updates.
  
• Setting: Configure Template Messages; patient phone verification flow.
  

10. Facebook Messenger

• Feature: Messenger Send API; automate conversational promos.
  
• Setting: Connect Facebook page; configure quick replies and message templates.
  

11. Google Workspace (Gmail API)

• Feature: Automated email sequence sending.
  
• Setting: Enable Gmail API; configure OAuth and compose draft templates.
  

12. Microsoft Teams

• Feature: Bot Notifications; automate team-based patient outreach reminders.
  
• Setting: Build Teams Bot; configure webhook for prompt delivery.
  

13. ClickSend

• Feature: SMS/Email Broadcast API; automated messages at scale.
  
• Setting: Authenticate API key; batch upload patient contacts.
  

14. Intercom

• Feature: Smart Campaigns; automates in-app and email messages.
  
• Setting: Define trigger events; use custom attributes for targeting.
  

15. Zoho CRM

• Feature: Workflow Automation; automates emails/SMS to segmented lists.
  
• Setting: Set Workflow Rules; automate on new service addition.
  

16. Constant Contact

• Feature: Email Automation; targeted promotional blasts.
  
• Setting: Import patient segments; schedule campaign for class announcement.
  

17. Viber

• Feature: Messages API; automates direct patient notifications.
  
• Setting: Register sender ID; configure service-class promo campaigns.
  

18. Pipedrive

• Feature: Workflow Automation; automates follow-ups and service updates.
  
• Setting: Set Activities Triggers; configure action steps for communication.
  

19. SurveyMonkey

• Feature: Feedback Workflow; automate pre- and post-promo surveys.
  
• Setting: Set event-based triggers; integrate with promotional comms.
  

20. Google Ads

• Feature: Customer Match; automate ad targeting for new services.
  
• Setting: Upload matched patient email list; schedule campaign.
  

21. Klaviyo

• Feature: Automated Email Flows; personalize campaigns by segment data.
  
• Setting: Set up trigger flows for new class/service tags; design content blocks.
  

22. Eventbrite

• Feature: Automated Invitations; automate class booking announcements.
  
• Setting: Sync class schedule; send email invites to targeted patients.
  

Benefits

1. Automates timely outreach campaigns, reducing manual labor and error.

2. Increases patient engagement through automated, relevant promotions.

3. Automatedly leverages multiple channels for higher reach and retention.

4. Automating communication ensures consistent messaging and saves cost.

5. Automates analysis and refinement of promotions, optimizing ROI for marketing efforts.