Creating Custom Campaigns
🔍 What is a Custom Campaign in Ocumarketing?
A Custom Campaign allows you to create a personalized message tailored to your practice’s unique offerings, going beyond preloaded templates.
📢 Why does this matter?
Custom Campaigns allow you to speak directly to your patients in your brand voice, increasing the relevance and success of your outreach efforts.
🧹 How does it work?
- Go to the Ocumarketing tab.
Drag the bar right past the preloaded campaigns until you find Custom Campaign (Email) and Custom Campaign (SMS).
- It’s recommended to use both channels for greater reach speak to your CRM team about the benefits of each.
- Select your preferred campaign type and click Create Campaign.
Campaign Setup Steps:
- Edit your campaign details (get in touch with your CRM if you need help).
- Scroll to Patient Filter Criteria and customize it according to your promotion.
- Once setup is complete, do not finalize or mark it ready to send just yet.
Final Step: Contact your CRM team for a final review and quality checks. Once approved, you're ready to go live.