Patient Engage provides templates you can use for your email campaign.
To select a template for your email campaign
1. From the Campaign Builder page, select one of the following template categories for your campaign:
· Seasonal - Stay engaged with your clients as the seasons change.
· Promote - Spoil your clients by offering them discounts and special promotions.
· Educate Clients - Share your knowledge and demonstrate your expertise.
· Build Reputation - Optimize your reputation on social media platforms.
· Custom - Start from basic templates or upload your own.
2. Within the selected category, browse for the specific template you want to use from these subcategories:
· Recently Updated - For seasonal templates that will be updated every quarter.
· Trending and Recommended - Top eight templates in the chosen category sent in the current quarter.
· Favorites - Templates you have assigned as favorites in the chosen category.
· All - All available templates in the chosen category.
3. After locating the template you want, point to the template you want to use click Use Template.
After selecting a template, there are three steps remaining to building your campaign: 1) designing the campaign, 2) selecting recipients, and 3) scheduling delivery.