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YAPI Help Center

Campaigns

Email campaigns are an essential part of maintaining good communications with your patients. Yapi Leap's Campaigns feature helps you ensure that patients stay up-to-date with their dental care, whether it's letting them know your practice contact information changed, or wishing them a happy Halloween (while nudging them to come in for a checkup after munching on all that candy).

Within Yapi Leap, you can use Campaigns to send a mass email to lots of patients at a time, including:

  • All active patients

  • Patients due for recall

  • Patients that have a specific benefit amount remaining

Parts of the Campaigns Page in Leap

To get to the Campaigns page, click Campaigns in the left-hand menu.

Email Campaigns page with several items labelled, described in the table to the right.

One.

Campaign Templates

A list of campaign templates available for use. Hover on a template to create a campaign.

Two.

Your Campaigns

A list of all the campaigns your office has created. You can see the campaign name, the template used, when the campaign was sent or scheduled to send, who last edited the campaign, and the status of the campaign.

Three.

Filter

You can filter your list of campaigns by the following options:

  • Show All

  • Draft

  • Scheduled

  • Sent

Four.

Delivered

The number and percentage of email addresses a campaign was successfully sent to.

Five.

Opened

The number and percentage of people that opened the email in each campaign.

Six.

Clicked

The number and percentage of people that clicked on any button or link in the email.

Seven.

Unsubscribed

The number and percentage of people that unsubscribed from emails via the email in this campaign.

Eight.

3-Dot Icon

Click here to open a menu with additional options for a campaign. For Campaigns that haven't been sent yet (Drafts and Scheduled), you can:

For Sent campaigns, you'll only see the Copy option.

Some Things You Should Know About Campaigns

  • Emails show your practice name as the sender but are sent from mail@yapiapp.com and list mail@yapiapp.com as the sender's address.

  • If a patient replies to your email, their reply goes directly to your practice's email address.

  • Information about how many emails were delivered won't appear on the Campaigns page until all emails in your campaign have been sent. The amount of time this takes depends on how large your campaign is.

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