Opting patients out of and back into campaigns

Marketing Manager has mechanisms to ensure that patients aren't bombarded with marketing media.

Patients are automatically rested from campaigning after they make a campaign-related booking (the rest period is configurable).

Patients may also specifically ask the practice to opt them out of Marketing Manager promotions, in which case you can manually set a contact restriction on the Product and service information or promotions checkbox under patient Contact Restrictions, as described below.

If you have the Campaign+ integration, patients can opt out through the Campaign+ website, in which case EXACT will auto-set a contact restriction on the Product and service information or promotions checkbox under patient Contact Restrictions.

Procedure for patients to opt themselves out of campaigns

1. Patients opt out through the Campaign+ website.
2. EXACT receives communications from Campaign+ and auto-checks the Product and service information or promotions checkbox under patient Contact Restrictions:

   

3. EXACT records a Contact entry in the patient file Contacts tab, in which it records:
   • The Type as letter or email.
   • The Description as the campaign name.

To manually halt campaigns for ONE patient at a time

1. Select the patient in the Patients desktop.
2. Select the patient Contacts tab.
3. Click the Restrictions button at the bottom of the page.
4. In the Contact Restrictions popup window, check (tick) the Product and service information or promotions checkbox
5. Click the OK button.

   

Procedure for patients to opt back in to campaigns

This applies for patients who were opted out but elect to opt back in.

The procedure to un-check the Product and service information or promotions checkbox is the reverse of the opt-ins described above: automated after patient selection in the Campaign+ website and manual if requested at the practice.