Create an Email Campaign Template

Email templates are useful for campaigns that will be used regularly, or even on the off chance that they will be useful again in the future.

Note: These templates are different from the templates in Practice Settings.

Explore this video for an in-depth walkthrough.

To create or edit an email template, follow the steps below:

• Navigate to the System Menu > select Patient Engagement.

• Select Templates on the left side menu.
• Select the Email Templates tab.
• Click Add on the top-right to create a new one.
• Or, you can click on one of the existing templates to edit it.

Enter the following details:

• Name: Enter a name that represents the general use of this template.
• Campaign Type: Select whether this message will be used for General purposes, Appointment Reminders, Appointment Confirmations, Appointment Notifications, Birthday Greetings, New Patient Greeting, Patient Re-Engagement, Automated Recall, or Promotion.
• Response Required: If your selected campaign type is General, you can choose whether a response should be required from the patient. If this campaign type is Appointment Confirmation, this field will be automatically marked as 'Yes'. If so, you will need to include a response link in the body of your message.
• Email Subject: Enter the subject of the email.

• You can either click on Insert > select Insert response link.

Or,

• Select Button > Confirm Appointment.

• Enter Email Subject and Content Subject as you would like it to appear to your recipient.
• Use the @ symbol to create auto-populated fields such as the appointment time and date or your office's phone number.
• Use the Formatting Toolbar to insert images, include your social media links, or format the text and body appearance.
• Include the "Add to Calendar" link on Email Campaigns.
• Click Save. 

For Example:

• You will receive a toast notification stating 'Template created successfully'.
  • This template is now ready to be included in an outgoing campaign.

Practices can use this simple guide to learn about creating an email campaign template in CareStack.