Marketing and Engagement AutomationsPurpose
1.2. Automate outreach for proactive pediatric eye health management, simplifying compliance and boosting patient-provider relationships.
1.3. Automation ensures no opportunity is missed to strengthen lifetime patient value and fosters ongoing medical engagement.
Trigger Conditions
2.2. Patient last check-up date plus one year matches today (automated annual exam reminder).
2.3. Automation runs daily/weekly scan of patient records for upcoming reminders.
Platform Variants
• Feature/Setting: API — Send SMS; configure patient phone, schedule; automate with patient variables for names/dates.
3.2. SendGrid
• Feature/Setting: Dynamic Templates API — schedule and personalize email reminders for birthdays/annual check-ups.
3.3. WhatsApp Business API
• Feature/Setting: Automated Message — configure pre-approved message template sent as WhatsApp text on trigger.
3.4. Mailchimp
• Feature/Setting: Audience Segmentation and Automation — automated birthday and annual reminder email campaigns.
3.5. HubSpot
• Feature/Setting: Contact Workflows — automate email/SMS/message dispatch by date-based triggers.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — automates omni-channel reminder journeys based on CRM field updates.
3.7. ActiveCampaign
• Feature/Setting: Automations — configure date-based automation to send reminders.
3.8. Microsoft Power Automate
• Feature/Setting: Scheduled Cloud Flow — automate email/SMS reminders from EMR/CRM data sources.
3.9. Google Calendar API
• Feature/Setting: Insert Events/Reminders — automate push of reminder events to patient calendars.
3.10. Slack
• Feature/Setting: Scheduled Messages — automating internal reminders to staff for outbound calls.
3.11. Zoho CRM
• Feature/Setting: Workflow Rules — automate email/SMS reminders by custom field triggers.
3.12. Intercom
• Feature/Setting: Automated Messages — schedule in-app notifications and push for annual or birthday events.
3.13. Klaviyo
• Feature/Setting: Date Property Triggers — automate personalized email flows for pediatric care reminders.
3.14. Freshdesk
• Feature/Setting: Automated Ticketing/Reminders — automate follow-up for missed annual check-up appointments.
3.15. Constant Contact
• Feature/Setting: Email Automation — automate recurring event reminders for pediatrics customers.
3.16. Pipedrive
• Feature/Setting: Workflow Automation — trigger reminders based on contact date fields.
3.17. Viber Business Messages
• Feature/Setting: Automated Viber messages — set schedule using API for reminders and birthday greetings.
3.18. Shopify Flow
• Feature/Setting: Triggered Workflows — automate post-visit follow-up and birthday messages for e-Commerce practices.
3.19. Aircall
• Feature/Setting: PowerDialer — automate list calls to parents/guardians with scripts for reminders.
3.20. Plivo
• Feature/Setting: SMS API — automate batch SMS reminders for check-ups and celebrations.
3.21. Facebook Messenger API
• Feature/Setting: Automated Message Templates — configure triggered outbound Messenger bots for pediatric reminders.
Benefits
4.2. Automates administrative staff workloads, freeing time for higher-value tasks.
4.3. Ensures consistent patient engagement and retention.
4.4. Automates tailored communication, increasing response rates and satisfaction.
4.5. Automator error reduction compared to manual outreach.
4.6. Automates compliance with care quality benchmarks for pediatric ophthalmology.
4.7. Scalability for growing practices through automation.
4.8. Automates multi-channel communication strategies.
4.9. Enhances overall patient experience with timely, relevant, automated contact.
4.10. Supports data-driven marketing and engagement via automation reports.