Patient Engagement & CommunicationPurpose
1.2. Automate reminders for annual implant anniversaries, key holidays, and milestones, ensuring every patient feels valued and remembered.
1.3. Automate multi-channel communication through email, SMS, WhatsApp, push notifications, and direct mail, ensuring timely and consistent outreach.
1.4. Automate customized content insertion (names, procedure dates, or gift codes) to further personalize engagement and maximize recall rate.
1.5. Automate recording of engagement metrics to refine future communication strategies and support compliance in healthcare marketing.
Trigger Conditions
2.2. Anniversary of dental implant procedure date.
2.3. Predefined special occasions (e.g., holidays, clinic milestones) detected by calendar automation.
2.4. Trigger automates when patients meet personalized marketing segmentations for targeted campaigns.
Platform variants
3.1. Twilio SMS
• Feature/Setting: Use "Programmable SMS" API; automate message scheduling with Twilio Studio Flows.
• Example: Configure flow to automate message on patient birthday with personalization variables.
3.2. SendGrid
• Feature/Setting: Automate email campaigns with "Marketing Campaigns API"; use dynamic template data for names, dates.
• Example: Set automated trigger for emails on each birthday via API call.
3.3. Mailchimp
• Feature/Setting: Use "Customer Journeys" automator; trigger automated birthday and occasion emails using audience fields.
• Example: Build automation journey with date-matched triggers for greetings.
3.4. WhatsApp Business API
• Feature/Setting: Automate message sending via WhatsApp Business API using predefined templates and scheduled triggers.
• Example: Automate sending occasion-specific WhatsApp messages based on patient CRM data.
3.5. HubSpot
• Feature/Setting: Workflow Automation; use "Date property-based workflows" for automated emails/SMS.
• Example: Automate greeting automation based on patient’s date of birth or implant date.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder automator with "Date Entry Source"; automate multi-channel greeting flows.
• Example: Build automation with event-triggered emails or SMS.
3.7. ActiveCampaign
• Feature/Setting: "Automations" feature; set birthday or anniversary automations using contact field dates.
• Example: Set up an automated sequence for patient milestone greetings.
3.8. Constant Contact
• Feature/Setting: "Birthday Email Automation" trigger; send automated greetings campaign on patient’s special days.
• Example: Configure automation for recurring birthday campaigns.
3.9. Google Cloud Functions
• Feature/Setting: Use scheduler automator to trigger cloud function that calls messaging APIs on special dates.
• Example: Automate API calls for emails or SMS.
3.10. Microsoft Power Automate
• Feature/Setting: Use scheduled cloud flow to automate greeting messages from CRM records on special dates.
• Example: Configure flow to automate emails from template.
3.11. Zoho CRM
• Feature/Setting: Automate workflow rules based on date fields; automate email/SMS triggers via integrated apps.
• Example: Automate patient engagement on birth/anniversary date.
3.12. Slack
• Feature/Setting: Automate birthday and occasion reminders to care teams using "Scheduled Messages" API.
• Example: Automate patient greeting reminders to assigned staff.
3.13. Facebook Messenger API
• Feature/Setting: Set automated flows for direct messaging patients with birthday wishes using Messenger Platform.
• Example: Automate greeting message sequences.
3.14. Klaviyo
• Feature/Setting: Automate flows using "Date Property Trigger"; send personalized greeting emails/SMS.
• Example: Automate implant anniversary messages.
3.15. Intercom
• Feature/Setting: Use automated rules to send messages to patients on special days with Intercom Bots.
• Example: Automate in-app messages for implant anniversaries.
3.16. Oracle Eloqua
• Feature/Setting: Automated campaigns with date-triggered segmentation; automate greeting delivery.
• Example: Set up automation for patient engagement milestones.
3.17. Drip
• Feature/Setting: "Workflows" automation for date-based triggers; automate event-driven emails/SMS.
• Example: Automate implant check-up anniversary greetings.
3.18. Viber Business Messages API
• Feature/Setting: Schedule automated Viber greetings using API automation.
• Example: Automate patient engagement on key milestones.
3.19. Postmark
• Feature/Setting: Automate transactional templates; schedule delivery via "Send at" API functionality.
• Example: Automate delivery of personalized email greetings.
3.20. MoEngage
• Feature/Setting: Automate birthday and special event campaigns using "Event Triggered Push" automation.
• Example: Configure automated push notifications for patient occasions.
3.21. Braze
• Feature/Setting: Use "Canvas Flows" for automating multi-channel messaging on date triggers.
• Example: Automate personalized greetings via email, SMS, or push.
3.22. SendinBlue
• Feature/Setting: Automate email/SMS via "Transactional API" with birthday workflow triggers.
• Example: Automate patient greeting delivery automatically.
3.23. Zapier
• Feature/Setting: Use automated Zaps to connect CRM and messaging platforms, triggering greetings based on dates.
• Example: Automate workflow from CRM to SMS/email services.
Benefits
4.2. Automated workflows eliminate manual intervention, reducing office workload and error risk.
4.3. Automation ensures timely, consistent, and compliance-friendly communications.
4.4. Enhances positive patient relationships through automated personal touchpoints.
4.5. Automatedly gathers data on patient engagement for refining future marketing.
4.6. Automating cross-channel campaigns increases reach and response rates for dental implant providers.
4.7. Automation enables scalable, repeatable, and trackable patient engagement strategies.