1. Creating Campaigns

Campaigns are structured marketing efforts designed to identify and educate potential patients about your services. In the CRM, campaigns serve as the parent container for related marketing events and play a key role in clean data capture and effective reporting.

Best Practice: Well-configured campaigns improve marketing insights and ensure accurate data transfers into the patient’s EMR.

Workflow 1: Creating Campaigns Manually

Use this workflow to plan campaigns in advance, such as for seasonal outreach or scheduled events. For more information on how to create marketing campaigns, click here.

1. Select CRM > Business Development > Campaign & Marketing.
2. Select New Campaign.
   
3. Complete all required fields, including campaign name, campaign start date, and campaign manager, then click Save Changes.
   • Important: Although only the Campaign Name, Start Date, and Primary Campaign Manager fields are required, it is best practice to capture data in the End Date, Secondary Campaign Owner, Campaign Objective, and Description fields as well. These details ensure that all potential data is captured, enhancing reporting capabilities.
     
4. Once you click Save Changes, you'll be taken to the Campaign page. Here, you can modify additional details if necessary.

Note: All marketing events will be transferred to the patient's EMR and will populate the Referrer field on the patient's facesheet.

Workflow 2: Creating Campaigns via the Call Queue

This workflow is ideal when a new tracking number is introduced via the call queue. For the automated campaign creation feature to function, Super Users will need to choose Yes on the Call Queue Create Marketing Event configuration.

1. Click Admin > Preferences > CRM Configurations.
2. Select Call Queue Marketing Event Configuration.
3. Click Yes and Save Changes.

Best Practice: When a campaign is automatically created from the call queue, navigate to CRM > Business Development > Campaign & Marketing after the call ends. Review the campaign and its marketing events to ensure all information was captured correctly.