Marketing Manager


MarketingManagerDesktopActualSize

Marketing Manager tracks, measures and reports on the effectiveness of promotional campaigns based on the number of people a campaign brings back into the practice.

It calculates how many campaign contacts convert into dental appointments and how much money is generated from this conversion, and it displays all key information in a graphical dashboard.

Marketing Manager's functionality can be amplified by means of Channel Track - software that monitors and tracks incoming calls, and enables you to report campaign results by media type (flyer, email, web banner etc) rather than by the campaign as a whole.

Marketing Manager Automation module and professional Campaign Design Templates:

From EXACT version 12 onwards campaign media distribution can be automated and professionally presented through optional integration with Marketing Manager Automation.

Automation-CampaignDesign

Marketing Manager Automation requires registration via Configure > Practice Information > Registration.

From EXACT v12.7 the Campaign Design area features professionally customisable Templates.
See Configuring Campaign Design Email Templates | Adobe_icon Campaign Design Email Templates Open in New Window icon

Please contact your Software of Excellence representative or the Support Desk if you're interested in implementing the optional Channel Track and/or Marketingt Manager Automation functionality.

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icon_Overview_15x12_blu Overview

Purpose | Features | Benefits | Requirements, Limitations

icon_blog_12x12 Request White Paper:

Driving Practice Revenues Through Effective Patient Marketing Open in New Window icon

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icon_Using_15x12_blu Using (workflow, screens and procedures)

Terminology for Marketing Manager

Contact Permissions for direct marketing communications

Excluding patients who have had a campaign service invoiced

Primary areas of Marketing Manager

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

Dashboard:

Contact Lists for marketing campaigns

Removing services from Appointment Book Quick Service

Tracking patient campaign contacts

Opting patients out of and back into campaigns

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icon_Configuration_15x12_blu Configuring (setting up and customising)

Configuring user rights for Marketing Manager

Setting up Marketing Manager

Setting up Channel Track

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icon_Competencies_15x12_blu Competencies (check your skills)

Training Competencies Checklist

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icon_Resources_15x12_blu Resources (videos, PDFs) icon_OpenInNewWindow_10x10_blu

video-icon_12x12px Editing a Campaign Letter Open in New Window icon

video-icon_12x12px Creating a One Off Treatment Campaign Open in New Window icon

video-icon_12x12px Creating a Continuous Campaign Open in New Window icon

video-icon_12x12px Adding Multiple Stages In a Campaign Open in New Window icon

video-icon_12x12px Marketing Manager

icon_blog_12x12 Request White Paper: Driving Practice Revenues Through Effective Patient Marketing

Adobe_icon Marketing Manager User Guide

Adobe_icon Campaign Design Email Templates Open in New Window icon

Adobe_icon Training Competencies Checklist

More on this topic...

Overview

Using Marketing Manager

Configuring Marketing Manager

Training Competencies for Marketing Manager

See also...

EXACT Online Help

Release notes

EXACT System Requirements

Web Help File Format

Offline Help option and troubleshooting

Software of Excellence User Portal

Getting Started with EXACT

EXACT layout, menus and screen operations

Frequently Asked Questions (FAQs)

Using Alerts, Notes and Messaging in EXACT

Patient data access and usage

Patients

Appointment Books

Automatic Appointment Reminders

iCal Personal Calendar Appointments

Automatic Appointment Follow-ups

Online Appointment Bookings

Appointment Workflow

Clinipad Electronic Forms and Signatures

Oral Health Surveys

Clinipad Terms and Conditions

Recall Manager

Utilisation Manager / Short Notice List

Care Manager

SMS Replies

EasyPost

Tasks

Instant Message

Reporting

Providers, Payors, Specialists

Private Health Claiming

Processing DVA Payor Claims

EXACT Modules

Setup, Configuration, Parameters

Database Maintenance and Troubleshooting

Using the Help Documentation

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Overview