Dynamic Campaigns
Create A Dynamic 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 "dynamic." The dynamic campaign type will continuously enroll patients in the campaign 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.
- Set the Daily Start & End Times: This is the time frame that messages will send out to your patients.
Ex. If you want your campaign to only send messages during business hours, you can use and Active Start Time of 8:00 am, and an Active End Time of 6:00 pm.
2: Set the Audience
The audience will be set based on the parameters you provide for the campaign. To capture the largest 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.
Other commonly used parameters include "Age is ≥ 0" to include all patients, or "Case type = PT" to focus on only Physical Therapy case types within your practice.
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 dynamic, the audience can change based on the Sequence and Trigger Rules that are set.
3a: Add Steps to Your Campaign & Customize the Messages
Setting the Steps and Trigger Rules will determine when the custom messages are sent out to patients. Commonly, with a Dynamic Campaign, multiple steps will be added to keep patients engaged. However, you can customize this to be as many steps as you want, or as few steps as you want.
- Title the Step, and set the Trigger Rule. The Trigger Rule sets the criteria for when the message will be sent out to your audience.
- 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. Keep in mind that messages will be sent only inside of your Daily Start & End Times.
- Select the Channel, indicating if this will be sent out via text, email, or both.
- Select the Type from the list of options. You can choose Custom, NPS, or NPS --> Google review. Once the type is selected, you will be able to adjust your custom message prior to finalizing the step:
- Add/customize your email template (If you selected email as your chosen channel)
- Your Default template(s) that you have created will be available for you to chose from.
- You can add deeper levels of customization for each specific campaign if you wish!
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.