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Creating Marketing Campaigns

The Marketing page lets you create email campaigns to engage your patients — from one-time announcements to automated drip sequences.

Viewing Campaigns​

  1. Click Marketing in the sidebar under Commerce.
  2. Status cards show: Active, Scheduled, Drafts, and Completed counts.
  3. Use the tabs to filter: All, Active, Scheduled, Drafts, Completed.

Marketing Campaigns

Creating a Campaign​

  1. Click the New Campaign button.
  2. Choose a campaign type:
    • One-Time — A single email sent to selected recipients.
    • Drip — An automated sequence of emails sent over time.
  3. Fill in the campaign details: name, description, content, and schedule.
  4. Select your recipients.
  5. Save as draft or schedule for sending.

Campaign Statuses​

StatusDescription
DraftNot yet scheduled or sent.
ScheduledSet to send at a future date.
SendingCurrently being delivered.
ActiveDrip campaign in progress.
PausedTemporarily stopped.
CompletedAll emails have been sent.
CancelledCampaign was stopped before completion.

Managing Campaigns​

From the three-dot menu on any campaign, you can:

  • Edit — Update campaign content or schedule.
  • View — See campaign details and performance.
  • Delete — Remove the campaign.