When sending Recalls manually via D4W Marketing, SMS can be sent from D4W along with other methods like e-mail or a printed letter. If the patients are sent a SMS they will NOT receive any other type of communication.
To send via multiple channels, we recommend moving to either Semi-Automated or Automated Recalls.
Generate the Batch
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Go to Debtors and Marketing > Recalls tab
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Generate the Recall batch per usual, nothing changes here
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Once the batch has been created, see the Print/Send section
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Select Recall Letters
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Click Send
- Click Send SMS
- Click Select Ready
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Click Send
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Click Exit
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Click Export Patients
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Save the file as CSV to the computer
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- Select Go To menu > D4W Marketing to open the portal and send the reminder
- Click Send SMS
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Send via D4W Marketing Portal
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Go to Product Gallery > Select from either Letters or E-mails
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Click Recall > Click on the Style, e.g. Luxe
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Click More for the reminder to use
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See the price per print and click Continue to proceed
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Select from the options, e.g. Practice, Colours, Image if applicable
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Click Refresh Preview to view changes
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Click Next
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Click Browse and find the exported file from D4W
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Click Next
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Fields will automatically be mapped for CSV files, click Next
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Before sending, view the list and Delete anyone who should not be included (optional)
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Click Next
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View the Total Price and click Proof
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If OK, tick Proof is approved
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Click Add to Cart
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Click either Continue Shopping to add more to the Cart, or Checkout to finalise the order
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