RevConnect Campaigns offers the ability to perform targeted marketing and patient engagement efforts. The three steps below provide an orientation to the platform, highlight how to use it, and introduce best practices to ensure your efforts are received by your patients.
WATCH: Introduction to RevConnect Campaigns
This video provides a quick, but comprehensive walkthrough of the RevConnect Campaigns platform.
DOWNLOAD: RevConnect Campaigns Quick Guide
The quick guide concisely summarizes the key elements involved in building a campaign. You can download it via the link at the bottom of this page.
REVIEW: Campaign Best Practices
Benjamin Franklin once said, “It takes many good deeds to build a good reputation, and only one bad one to lose it.” While it might be a stretch to apply that literally to email, the foundation is sound. Email addresses have a reputation and you must build it up properly to ensure that messages not only reach their destination but are read. The tips below will get you on the right path.
Best Practice 1: Practice good e-mail hygiene
- Take care to enter email patient addresses correctly and completely in Demographics in RevolutionEHR. For example, don’t enter “gmail” and leave off the “.com.”
- Avoid collecting user role-based email addresses such as info@, support@, or admin@.
Best Practice 2: Avoid being flagged as spam
- Include personalization in your messages. As an example, be sure to include the patient’s name in your salutation by including the {{patient.firstName}} tag. You will notice that each of the default templates in RevConnect Campaigns follows this approach.
- Keep your subject clear and concise. Avoid misspellings, spammy words (e.g., Buy now!, Free!), ALL CAPS, and excessive use of exclamation marks!!!!!
Best Practice 3: Slowly build the audience for your campaigns
The more messages you send that are marked as spam by the recipient or that bounce due to an incorrect email address, the bigger the impact on your virtual reputation. The worse that reputation is, the more likely it is that email systems will route your messages in a less-than-ideal way (i.e. spam folders). The good news is that the ideas above, coupled with a gradual increase in the number of message recipients, will go a long way toward building your reputation rather than breaking it down.
Consider sending a few smaller audience messages when you start using RevConnect Campaigns. As an example, consider a “Thank You” message to patients who have had a comprehensive exam over the past month rather than the past year. Or, perhaps sending an appreciation message to patients who have spent over $500 dollars in orders over the past year rather than $250 dollars. However you define it, a good aim is for the first few audiences to be no more than 500 recipients.
RevolutionEHR provides five new reports specifically for use within RevConnect campaigns. You might find them helpful in this reputation-building endeavor as well as for serving as a guide for future campaign reports you will create. You can find the following in Reports > Patients > Patient Search and Custom Reports:
- Campaign: Active patients with comprehensive exams
- Campaign: All active patients
- Campaign: Patients with active CL Rx
- Campaign: Patients with active eyeglass Rx
- Campaign: Patients with eyeglass orders totaling an amount (found in Custom Reports)
If the reports are not visible, you can import them from Reports > Patients > Patient Search and Custom Reports:
With respect to reputation building, choose one of the reports above and run it. How many items display in the summary at the bottom right of the screen? That number is the number of potential recipients of a campaign based on that report.
If the number is too high or targets people you do not want to, modify the report search criteria and run the report again.
Additional Information
For more information on RevConnect or to speak with a RevConnect professional, click here.