Reengage campaigns are designed to reconnect with patients who have not visited your clinic recently and help encourage them to return to care, improve treatment compliance, and reduce patient drop-off before discharge. This campaign type will automatically enroll new patients.
Create A Reengage 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:
- Give your campaign a Name. Patients will not see the Name of your campaign.
- Set the campaign type as "Reengage".
- Set the Active Date and Active Time: This is the date and time the 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 but this can be edited.
- Set the Case Start Date: Case Start Date is the date of the first appointment on the case.
2. Set the Audience
A variety of parameters can be utilized to set your desired audience. Once you have set the desired parameters, you can click "View Audience" to see the patients that will be enrolled in this campaign. Patients will be continuously enrolled in 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.
- Name the Step, and set the Trigger Rule. The only Trigger Rule available for a Reengage Campaign is "Days since last appointment." The Name of the Step is not ever seen by patients
- Select the Channel - indicating if this will be sent out via text, email, or both.
- Select the Custom from Type and 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 You can click "Save as Unpublished" if you are not ready for the campaign to be active yet.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.