Marketing and Patient Engagement AutomationPurpose
1.2. Automates event awareness and attendance for webinars, screening camps, educational talks, and support groups.
1.3. Facilitates automated segmentation of patient lists, schedules targeted automated outreach, and manages RSVP automation flows.
1.4. Reduces manual workload and ensures consistency via automated reminders, confirmations, and follow-ups.
Trigger Conditions
2.2. Patient registers interest in event on website form.
2.3. Approaching event date (e.g., 7 days, 1 day, 2 hours prior).
2.4. RSVP submitted/modified by patient.
2.5. No RSVP response within 72 hours of original invite.
2.6. Event cancellation or rescheduling notification required.
2.7. Attendance recorded at event triggers thank-you or summary email.
Platform Variants
• Feature/Setting: SMS/MMS API; Automate message scheduling with programmable SMS, Message Service SID for sender pools.
• Sample: Schedule SMS notifications 72/24/2 hours pre-event via Twilio API endpoint /Messages.
3.2. SendGrid
• Feature/Setting: Email API; Automates batch email sends with dynamic templates and personalization.
• Sample: Use /mail/send endpoint with list segmentation for event invitations.
3.3. Mailchimp
• Feature/Setting: Campaign API, automated email triggers on event tag addition.
• Sample: Audience segmentation with event-specific tags, workflow automation for reminders.
3.4. Slack
• Feature/Setting: Incoming Webhook/API; Post automated reminders to community or care team channels.
• Sample: Use chat.postMessage endpoint with event info and RSVP links.
3.5. Google Calendar
• Feature/Setting: Calendar API, automate event creation and event reminder automation.
• Sample: Use events.insert and events.patch for sending notifications to invitees.
3.6. Microsoft Outlook
• Feature/Setting: Graph Calendar API; automates calendar invites and reminder emails to contacts.
• Sample: Schedule findMeetingTimes, send invitations via /me/sendMail.
3.7. Zoom
• Feature/Setting: Create Meeting API, Send Invitation Email automation.
• Sample: Use /meetings POST endpoint, automates attendee invitation and registration reminders.
3.8. WhatsApp Business
• Feature/Setting: Cloud API, automates event reminders as WhatsApp messages
• Sample: Use /messages endpoint with Reminder message template.
3.9. Facebook Messenger
• Feature/Setting: Send API, automatedly distribute reminders in chat.
• Sample: POST to /me/messages with event payload based on RSVP status.
3.10. HubSpot
• Feature/Setting: Workflow Automation; triggers emails or SMS upon event creation in CRM.
• Sample: Use event registration property triggers for workflow start.
3.11. Salesforce
• Feature/Setting: Process Builder, automates reminder and RSVP tasks in contact journeys.
• Sample: Configure automated process on custom Event__c object updates.
3.12. ActiveCampaign
• Feature/Setting: Automation Builder; triggers messages based on tag/event registration.
• Sample: Start automation on list entry with "Upcoming Event" tag.
3.13. Eventbrite
• Feature/Setting: Event Webhooks, automates attendee email notifications.
• Sample: Register webhook for event.create and event.update, trigger email sequence.
3.14. Zoho CRM
• Feature/Setting: Workflow Rules, automate task assignments and reminder communications.
• Sample: Event module automatically sends email/SMS when RSVP received.
3.15. DrChrono
• Feature/Setting: Appointment API, automates patient reminders for educational events.
• Sample: Schedule /appointments API with custom event types.
3.16. Google Sheets
• Feature/Setting: Google Sheets API; automates list-driven reminder messages per row updates.
• Sample: Use Sheets API push notification trigger for new event row.
3.17. Calendly
• Feature/Setting: Webhooks; automates communication flow on booking/registration.
• Sample: Webhook triggers when patient books into a group event, initiates follow-up email.
3.18. Intercom
• Feature/Setting: Series automation; sends chat, popup, or email based on event date/interest.
• Sample: Trigger in-app or email reminder for users tagged “Interested in Events”.
3.19. Pipedrive
• Feature/Setting: Workflow Automations; automates activity reminders to patient or team.
• Sample: Automated SMS/email via campaign when deal moved to "Event Attendee" stage.
3.20. Airtable
• Feature/Setting: Automations; on new row in “Events” table, send email invites and schedule SMS.
• Sample: Configure automator to run on new/updated event row.
3.21. ClickSend
• Feature/Setting: SMS API, automates batch SMS reminders for event attendees.
• Sample: /sms/send endpoint with personalized event info.
3.22. Constant Contact
• Feature/Setting: Email Campaign API, automates list-triggered event communications.
• Sample: POST to /emailmarketing/campaigns for segmented reminders.
Benefits
4.2. Automates multi-channel communication, ensuring delivery redundancy and patient coverage.
4.3. Reduces manual workload, enabling practice staff to focus on value-add activities.
4.4. Enables personalized reminders and follow-ups through automatable workflows.
4.5. Enhances patient experience and fosters ongoing engagement through consistent event outreach automation.