Guide to campaigns

Who can do this?

In Halaxy, you can use campaigns to send mass email and/or SMS communications to patients or contacts. By running a report and using it as a mailing list, campaigns allow you to target a specific audience, then use a communication template to create the message to send to the audience.

Campaigns can be used to send the following examples:

  • Announcements

  • Welcome messages for new patients

  • Recalls for patients who have not attended in a while

  • Patient intake forms and clinical templates

  • Follow-up emails to patients or organisations with unpaid invoices

Overview

For campaigns, you have additional options to:

Tip

For more ideas on how you can use campaigns, see our article: Useful campaigns for your practice

Create a campaign

To demonstrate how a campaign works, we will use the following example.

Example: Create an ongoing recall email campaign to encourage patients who have not visited in the last 6 months to schedule a check-up.

There are three basic steps to creating a campaign on Halaxy. Select the tabs below for step-by-step instructions.

Track your campaigns

To view a list of your campaigns, follow the steps below.

  1. Click Reports > Communication.

  2. On the top right, click New Report.

  3. For Report Type, select Campaigns.

  4. Click Run.

The report displays a list of your saved campaigns and their details including recipients, send status, and send times, and (for SMS only) the exact number of credits used.

Cancel a campaign

You can cancel any scheduled campaign by running a communication report.

To cancel a scheduled campaign, follow the steps below.

  1. Click Reports > Communication.

  2. On the top right, click New Report.

  3. For Report Type, select Campaigns.

  4. Click Run.

  5. Next to the scheduled campaign you want to cancel, click Cancel Campaign.

    Campaign-06.png

The campaign will not be sent out. You can verify that the campaign has been cancelled by looking at the Status column of the Campaigns Report.

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