MyMedLeads allows you to quickly email or text all your leads and patients about urgent matters like holiday hours or weather closures. However, if you wait until the last minute, MyMedLeads Support may not have time to train you or ensure the message is sent on time.
First, create an effective email or text message, using the Communication Builder tool in your Preferences. Keep the design simple, especially if you have a tight deadline – complex formatting is not necessary in this scenario.
Next, in the Campaign Builder section of your Preferences, create a new campaign. A campaign acts as an envelope for your content, with your settings determining the recipients, the email/text message to be sent, and the timing of the delivery.

  1. Click the green “Create New Campaign” button.

  2. On the right side of the screen, type your campaign name (the sample name will disappear as you type).

  3. Choose the campaign type: Newsletter, Specials, or Blast.

  4. Click “Save.” You’ll be taken to the “Select Audience” screen. Make no changes to the audience – everyone will be included. Click “Save,” then “Next Step” to proceed to the “Choose Message” screen.

  5. Click and drag the “Email” or “Text” button into the empty space. Choose the message you created in the Communication Builder. Set a date to send it, then click “Save.”

Do not use the “Test Campaign” button. Instead, you can test your email or text by opening it in the Communication Builder and entering your email address at the bottom of the screen to send a test version.

On Step 4, click the green “Activate” button. Your message will begin sending at your chosen date and time.

To review the progress of your campaign, go to the Campaign Report under the View Reports section. Please note that if you have a very large audience, it may take a few hours before you see activity reflected in the report.