Primary areas of Marketing Manager

New Campaign windows

Use these windows to define parameters for a new campaign.

See Creating a new Campaign

NewCampaignWindow-01

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CreateNewCampaign-v12-generic

Desktop

This is a campaign management area.

It lists the current campaigns and you can optionally also list completed campaigns by ticking the Show Completed checkbox.

From this desktop you can display a detailed graphical dashboard for a campaign.

You can create new campaigns and act on current campaigns by pausing, re-starting, editing, stopping or deleting them.

The desktop is accessible from Administration > Marketing Manager, or by clicking the Marketing Manager button in the toolbar, as indicated in the above image (requires toolbar customisation).

See Using the Marketing Manager Desktop

MarketingMamagerDesktop-overview

Dashboard

The dashboard is a comprehensive graphical and text based tool for tracking campaign progress and effectiveness.

Access it by double-clicking any campaign listed in the Marketing Manager Desktop, or by mouseover of a campaign in that desktop to display its buttons, and then selecting the [i] button.

See Marketing Manager Dashboard

Dashboard-CampaignConversion2

See also...

Using Marketing Manager

Terminology for Marketing Manager

Preferences to contact patient

Excluding patients who have had a campaign service invoiced

Adding an icon to the Workspace Bar

Marketing Manager Alert

Creating a new Campaign

Creating an Automated Campaign

Configuring Campaign Design Email Templates

Marketing Manager Desktop

Matching Calls to Patients

Marketing Manager Dashboard

Contact Lists for marketing campaigns

Contacting patients from the contact list tool bar

Removing services from Appointment Book Quick Service

Tracking patient campaign contacts

Opting patients out of and back into campaigns

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Adding an icon to the Workspace Bar