Preferences> Communication Builder is where you’ll create email and/or text content. It also allows you to create email templates that you can use to create several similar emails.
- Go to Add Templates to see the Procedure Marketing Templates that have been done before or to add your own.
- Once your template is finished, go to Add Email. You can select your template and just make a few changes for that particular email. NOTE: if you change your template, any emails you previously created from it will not change.
- Check out the Communication Center User Guide on our help site http:mymedleads.net. for instructions and tutorials on the drag-and-drop editor.
Preferences> Campaign Builder is like the envelope for your message. You’ll define the audience and select and schedule the email message you created in Communication Builder.
- Click Create Campaign, name your campaign and select the campaign type.
- For more details on the different kinds of campaigns, see the Marketing Campaigns section of mymedleads.net,
Preferences> Manage Staff/Location> Edit> Set Preferences is where you can create a signature for a particular user. You can then pull that signature info a specific email. Note: the template we made for you has a generic signature/unsubscribe section already in the content, so you could just continue to use that.
Remember that messages sent from campaigns are considered “passive communications” which don’t factor into the Response Time you see on View Reports> Conversion Report. However, there’s no doubt that email campaigns can have an indirect positive impact on that number.