Fixed campaigns are designed for communication that is needed to be a one-time blast to patients. Fixed campaigns can be utilized to communicate a particular message quickly and efficiently.
Fixed campaigns will not auto-enroll new patients and will only go out to the patients within the set audience and parameters once.
Typically, fixed campaigns are used for special announcements such as weather delays, clinic closures, or holiday hours.
Create A Fixed Campaign:
Click on the "PRM" tab within Stride (User must have the "Campaigns Administrator" permission turned on within the Settings tab)
Click the "+" button in the upper right-hand corner to add a campaign:
1. Campaign:
- Title your campaign
- Set the campaign type as "fixed." The fixed campaign type will only push out to the patients once, based on the triggers that are set up.
- Set the Active Date and Active Time: Date and Time Campaign is set to begin enrolling patients and sending out messages based on steps and triggers created in Step 3. Today's date and time will always pre-load, and it is BEST to always update to a Date and Time in the future to give you the opportunity to test.
2. Set the Audience
The audience will be set based on the parameters you provide for the campaign. To capture a large volume of patients, you can set the parameter to "Location =" and select your practice. If you have multiple locations, you can add additional parameters to include "OR" Location to include additional offices:
Once you have set the desired parameters, you can click "View Audience" to see the patients that will be enrolled in this campaign. Keep in mind that since this campaign is fixed, the audience that is displayed will be the only patients who will receive this campaign.
3. Add Steps to Your Campaign
Setting the Steps and Trigger Rules will determine when the custom messages are sent out to patients.
- Title the Step, and set the Trigger Rule. The only Trigger Rule available for a Fixed Campaign is "Immediate."
- Once the Trigger Rule is set, choose the Time After Trigger to indicate the time when the survey will be sent to the audience once the applied trigger has been completed. The choices will be "Immediate" to go out instantly, or you can choose "hours" or "days" and customize the step even further.
- Select the Channel, indicating if this will be sent out via text, email, or both.
- Select the Type from the list of options. In this case, you will want to select "Custom" to personalize your message:
4. Review your Campaign
After the step(s) for your campaign are completed, you can review your campaign, audience, and parameters prior to publishing the campaign. You can click "Save as Unpublished" if you are not ready for the campaign to be active yet. Clicking "Set as Active" will automatically publish the campaign, and patients will begin receiving messages based on your custom parameters.
TEST YOUR CAMPAIGN:
During this fourth and final step, you can select the three dots to the right of each step in the sequence and send a test to yourself via email or text.