Here are some frequently provided recommendations for customers as they familiarize themselves with Campaign Builder and Communication Builder.

There are two types of  automated emails you can create within MyMedLeads

Drag-and-drop editor: Refer to our Communication Center User Guide, which comprehensively covers the functionality of the drag-and-drop editor in the Add Templates and Add Email sections.

WYSIWYG (basic) editor: This stands for What You See Is What You Get.

  • While utilizing Communication Builder, you can click the Campaign Builder button to open two browser tabs, facilitating easy navigation between Communication Builder and Campaign Builder. Similarly, selecting the Message Builder button from the Campaign Builder interface will yield the same result.
  • When generating a new email from a template, it will always utilize the latest version of that template. However, if you modify a template after creating an email based on an earlier version, the existing email will not reflect those changes.
  • The term “Active” next to an email or text in Communication Builder indicates that it is available for use within a campaign. It is important to note that messages cannot be sent directly from Communication Builder; they must be part of an active campaign.
  • If you modify a message that is currently in use within an active campaign, there is no need to alter the campaign itself, as Campaign Builder automatically references the most recent version of the email.
  • Should you need to adjust the parameters of an ongoing drip campaign—such as the audience, the messages included, or the timing of those messages—ensure that you deactivate the campaign, implement the necessary changes, and then reactivate it.
  • In the context of drip campaigns, you may incorporate an Outbound Call Reminder at the conclusion of your message list (campaign Step 3) to track whether an individual has received all campaign messages without scheduling their initial appointment. This will generate a reminder on your Home page task list, allowing you to take appropriate actions, such as making a final personal call or email, or disqualifying the lead.