Once the Unsubscribe feature is activated, each active template should have the option to opt-out added, so patients can respond and automatically be removed from the list.
Templates are setup in multiple areas of D4W/PSS, choose the relevant section from the below list and then follow the steps.
Where to Find Templates
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Appointments (SMS only) |
Go to Debtors and Marketing > Mail Merge Setup tab > Mail Merge category: Appointments > Select relevant template > Click Edit SMS Template icon |
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Recalls (Manual) |
Go to Debtors and Marketing > Mail Merge Setup tab > Mail Merge category: Recalls > Select relevant template > Click Edit SMS Template icon |
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Queries (Manual) |
Go to Debtors and Marketing > Mail Merge Setup tab > Mail Merge category: Queries > Select relevant template > Click Edit SMS Template icon |
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Automation (Appointment Reminders, Recalls and Queries) |
Go to Location Management > Automation tab > Appointments/Recalls/Queries sub tab > Reminders sub tab > Select the relevant reminder > Click Edit SMS Template icon |
Add Unsubscribe Input Field to SMS Templates
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With the relevant template in view
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Write 'Reply STOP to opt-out'
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Template menu > Update
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Template menu > Exit
Add Unsubscribe Input Field to E-mail Templates
E-mail templates must have a hyperlink added so patients can click on the link to unsubscribe from the e-mail. Instructions on how to access the Input Fields will differ depending on the version of MSWord or Rich Text Editor being used.
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With the relevant template in view
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Go to Insert D4W > Input Fields
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Tick Hyperlink
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Select Unsubscribe Link
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Click OK
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