Patient Engagement & CommunicationPurpose
1.2 Nurture patient relationships, build trust, and boost engagement for improved adherence.
1.3 Encourage event participation, promote consultations, and cross-sell adjunct therapies.
1.4 Automate follow-ups post-appointment, disseminate reminders, and request feedback efficiently.
Trigger Conditions
2.2 Existing patient subscribes to education series.
2.3 Post-consultation, appointment, or therapy session completion.
2.4 Specific patient lifecycle events (birthday, therapy milestone).
2.5 Manual batch trigger by clinic staff for targeted campaigns.
Platform variants
3.1 Mailchimp
• API: Automations > Create Automation; use Email Sequence trigger for contacts with “education” tag.
3.2 ActiveCampaign
• Feature: Automations; Entry trigger: Contact submits education interest form.
3.3 HubSpot
• Tool: Workflows API; Enrollment on property change “Patient – Enrolled in Education.”
3.4 Salesforce Marketing Cloud
• Function: Journey Builder; Trigger: Patient added to “Wellness Nurture” list.
3.5 Constant Contact
• API: Automation Campaigns endpoint; Trigger: List addition, “Education Subscribers.”
3.6 Drip
• Workflow Trigger: New tag “Alternative Education”; scheduled multi-step email.
3.7 ConvertKit
• Feature: Sequences; Trigger – Patient joins form “Modalities Info.”
3.8 Klaviyo
• API: Flows; Triggered on list selection “Ongoing Education.”
3.9 Zoho Campaigns
• Feature: Email workflow; Condition: Subscription to “Education Series.”
3.10 Moosend
• API: Automation Campaign; Trigger: New subscriber, targeted segment.
3.11 GetResponse
• Feature: Autoresponders; Activate for specific “Patient Education” segment.
3.12 Sendinblue
• Automation: Start workflow on contact attribute “Interest: Education” change.
3.13 Omnisend
• Workflow: Contact joined newsletter with “Alt Med” tag.
3.14 AWeber
• Automation: On sign-up, assign “Ongoing Learning” sequence.
3.15 Benchmark Email
• Feature: Automation Pro; Trigger: Added to “Education Flow” list.
3.16 MailerLite
• Automation: Workflow triggered by interest group join.
3.17 Keap (Infusionsoft)
• Campaign Builder; Tag added “Education Nurture.”
3.18 SharpSpring
• Visual Workflow: Trigger on form submission “Patient Ed Signup.”
3.19 Eloqua
• Program Canvas: Contact enters “Education Drip” segment.
3.20 Mautic
• Campaign Launch: New segment member, attribute “wants_education = yes.”
4 Benefits
4.2 Timely education reduces staff workload and enhances patient self-management.
4.3 Segmented automation ensures relevance, maximizing engagement and conversion.
4.4 Simplified promotion of services, events, and feedback collection through built-in triggers and intelligent follow-up.