From EXACT v12.8 it is possible to market automated campaigns to Families, based on a Group by Family checkbox in the Campaign setup:
Characteristics:
Applies to automated campaigns only.
As for use of Contact Lists in campaigns, this checkbox can only be enabled up until the point that the campaign starts - thereafter it is not editable.
Communications are directed at the Head of Family (HoF)
This person is calculated based on age (gender is ignored). There is no upper or lower age limitation, so a child below 15 years of age or an adult above 65 years of age can be considered as HoF if they are the eldest in the family.
The following rules apply:
If the Head of Family is marked as completed, communications will be to the next Head of Family candidate, until all family members are marketed.
If the Head of Family has unsubscribed / opted out, communications will be to the next Head of Family candidate, until all family members are unsubscribed / opted out.
If there are multiple Head of Family candidates (for example, with the same birth date), EXACT selects one of the members as the Head of Family.
If none of the family members have a birth date, one of the members will be selected as the Head of Family.
Patients are reset after a recurrence interval, so campaign communications are re-sent to the Head of Family.
Contact points are only added to the Head of Family; not to all family members.
Family Letters Addressing does not apply because communications are only to the Head of Family.
EXACT does not send through the family merge fields (family.addressee, family.names, family.addresseetitle, family.addresseefirstname, family.addresseelastname, family.addresseeinitials)
Circumstances in which the Head of Family is marked as Completed in EXACT:
A practitioner ticks the check box against the Head of Family patient in the contact list.
A Head of Family appointment or a family appointment is booked with the campaign service.
A Provider charts and completes a campaign service with the Head of Family.
The Head of Family no longer satisfies the query.
The Head of Family opts out by means of Patient File > Details tab > Permissions.
The Head of Family unsubscribes via the Unsubscribe link in the email communication.
