How to Set Up Marketing in Patient Bridge

You have the ability to set up certain mailing groups to opt into marketing via Email or SMS message. 

To set up Marketing in Patient Bridge: 

1. Log in to Patient Bridge using a Practice Manager account.
2. Select Marketing. 
3. Click Mailing groups.
   
4. Select Mailing Group Options. 
5. Click Create Mailing Group.
   
6. Give the group a name and select the Campaign Type Double Opt In.
   
7. Select Use Last Appointment. 
8. Select Patient Type Current and add an Age Range, and then click Add Filter.
   Note: Due to high numbers of patients, it is better to break these groups down into age ranges (e.g., 18-25, etc.)
9. Once the filter is shown on the right, select Save Group.
   Note: This will make the screen jump to the bottom of the page, but it still saves the group. Clicking Save again will create duplicate groups.
   
10. Click Marketing and Template Management.
    Note: 
    -- The only templates that can be used for opt ins are the premade Opt In (Email) and Opt In (SMS). These will have the Campaign Type preset to DoubleOptIn.
    -- You can amend either of these templates as long as they have the opt in link [OptInLink].
11. Select Marketing and Campaigns.
12. Click on the Double Opt In campaign that is present by default, and then select Manage Send Channels.
    
13. Select Add Channel and name the channel based on the mailing groups (e.g.18-25, etc.).
14. Select the rest of the criteria as needed, and then click Save.
    
15. Once all channels are added, select each one from the list, and then click Send.
    Note: You will need to wait for each channel to finish sending before sending the next one. You can refresh the tab until you see the Actions button appear on the right of the sent channel.