Creating a Campaign
When you want to send an email to all of your patients, use the instructions below to create and send an email campaign.
Tip
We plan to add more templates in the future so keep an eye out for updates!
Use the instructions below to select a Campaign template and get started.
Select Campaigns from the menu on the left.
Hover over the template you'd like to use for the email campaign and click Create Campaign.
Now that you'd decided which template to use, you can start adding details to your email campaign.
Enter a Campaign Name that's descriptive and memorable. This is for internal purposes only - the name you enter here won't be seen by patients.
Enter a Subject for the email. This is subject line patients will see in their inbox.
Optional: Enter a custom note if there's an additional message you'd like to send to your patients. This note displays at the end of the email body.
Click Next.
Use the instructions below to filter your list of recipients or simply click Next to send the campaign to all your active patients.
Note
We plan to add more filters in the future! Keep an eye out for updates.
Optional: By default, the Select Patient List field always has active patients selected. Select Recall to only send the email campaign to patients who are due or past due for care.
Note
To send to your Recall list, you must have Recall Types set up in Open Dental.
Optional: Enter a number in the Minimum Benefits Remaining field. This filters out patients based on the amount of benefits they have remaining. The campaign summary section updates to show how many patients will be included in the campaign now that the filter has been applied.
Click Next.
To see a preview of your campaign, use the instructions below to send a test email to yourself or another member of your team.
Click Send Test. A window displays so you can enter details of where the test email should be sent.
At the Preview For field, select a patient from the list. The test email will include this patient's name so you can see what the email will look like, but won't actually send to the patient.
In the Send Test To field, start typing in the email address you want the test email sent to.
If the address belongs to someone with Leap access, you'll see a dropdown list so you can select that person.
You can also enter an email address for someone that doesn't have Leap access and they'll receive a copy of the test campaign. 😀
Click Send Test Now. A message will then display at the bottom of the screen confirming the test was sent.
Now you'll see a summary of your campaign. When you're ready to send your campaign, use the instructions below to send it out.
Decide whether you're ready to immediately send the campaign or schedule it to send later:
To immediately send the campaign:
Select Send Now.
Click Start Campaign. A message with then display at the bottom of the screen letting you know the campaign was sent. You'll also be directed back to the Campaigns page, where you'll see it listed under Your Campaigns.
Note
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.
To schedule the campaign to go out up to a year later:
Click Send Later.
Select the Date you'd like the campaign to run and click Apply.
Select a time.
Click Schedule Delivery. A message with then display at the bottom of the screen letting you know the campaign was scheduled. You'll also be directed back to the Campaigns page, where you'll see it listed under Your Campaigns with a Scheduled status.