Set D4W Marketing Semi-Automated Recall Templates

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When sending via the Semi-Automated method with D4W Marketing, templates must be set prior to ensure the correct content is sent to patients. 

The following options will only be available if DMMi Automatic is configured. 

Patients will only receive communication based on their Send To preferences, if sending via e-mail and they do not have this selected, they will not receive it. It is advised to use multiple communication channels where possible. 

  1. Go to Debtors and Marketing > Mail Merge Setup tab

  2. Mail Merge Category: Recalls

  3. Select the relevant reminder, e.g. Standard

    1. Order the communication methods
      The image below shows an example of sending via SMS, e-mail and print. If the patient has their recall preference set as both SMS and e-mail, whichever is numbered 1 in Reminders will be sent to the patient. Only place a number against the methods to be used.
      mceclip0.png

    2. SMS Template: Click the Edit icon to build the SMS template mceclip1.png         

    3. Letters Template: Select the relevant post reminder to be used

    4. E-mail Template: Select the relevant e-mail reminder to be used

  4. Repeat for all other recall reminders, e.g. Lapsed / 2nd Reminder
    mceclip2.png                              

 

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