Setting up marketing automation

Created by Lauren I., Modified on Thu, 7 Apr, 2022 at 7:25 AM by Lauren I.

With marketing automation enabled, your clinic will save time and drive revenue by sending the right message to the right patients at the right time—automatically, every day. Once the setup has been completed, you will be able to activate any of nine different automated marketing campaigns.

Post-fitting message (multiple)
Birthday message
Cancel and no show message
Invitation to book a clean-and-check appointment
Hearing aid X years old (multiple)
New patient welcome message
Annual hearing test reminder
Tested, not sold (multiple)
Message for patients with appointments in two days
Warranty expiration reminder
Service plan expiration reminder

When activated, these campaigns will send emails out to patients automatically every morning based on where the patient is on their journey to better hearing. Your emails will use the standard Blueprint OMS messaging which can be customized to your clinic's preference. Patients without an email address on file who meet the criteria for a marketing campaign will be added to the Marketing Automation (print) listing. This allows you to generate batches personalized marketing letters for those patients, which you can print and physically mail.

Records of sent automated marketing messages can be found at the following places:

Marketing > Automated campaigns (email): for sent automated email campaigns
Marketing > Manual sent campaigns: for sent print campaigns
The contacted patients' Marketing tabs

Enabling marketing automation for the first time

At Setup > Marketing automation, click Enable marketing integration to launch the Marketing automation setup wizard.

Marketing Automation Setup Wizard

All of the configuration choices made in the setup wizard can be changed later from the Marketing automation setup screen by clicking Edit settings.

Step 1: Select which platform type you want to use

Blueprint OMS Marketing Automation: You will then be asked to provide an unsubscribe success page. If a patient clicks the unsubscribe link in a marketing email, it will direct them to this URL. If you do not have your own unsubscribe success page, then leave this field blank to use the Blueprint default.
Oticon MAP: Oticon provides its own marketing automation platform to select accounts. Only choose Oticon MAP if you know you already have an account with them. Choosing Oticon MAP will ask you to authenticate your Oticon MAP username and password.

Step 2: How should emails be sent to recipients?

Blueprint OMS will send emails automatically (every morning)
I will send emails manually within Blueprint OMS. This option will create a list under the marketing automated campaigns (email) tab so you can check the list and then click a button to send a batch of emails. (See: Automated campaigns for more information)

Step 3: Set up your unsubscribed website address

If the patient clicks the unsubscribe link in a marketing email, what full website address (with http:// or https://) would you like the unsubscriber redirected to? If left blank, a default unsubscribe success page is used.

Step 4: Set the sending email address

This is the email address used to send the marketing automation emails.

Click Finish.

Ensuring reliable email delivery

To ensure reliable marketing email delivery from Blueprint OMS, follow the advice here.