Glossary of Engage Campaign Types
The following is a brief description of several System Campaigns that come pre-configured for the Engage tab in your Vision(X) site
Welcome Campaign
Governs the parameters by which new patients receive a one-time welcome message after their first appointment is scheduled, introducing them to your practice and providing helpful information such as your website, social media pages, office details, or other resources.
Booking Campaign
Governs the parameters by which patients receive appointment confirmation communications each time an appointment is scheduled.
Reminder Campaign
Governs the parameters by which patients receive reminders for upcoming appointments (e.g., Comprehensive Exams, Contact Lens Exams).
Cancellation Campaign
Governs the parameters by which patients who have canceled an appointment, but have not yet rescheduled, receive communications encouraging them to book a new appointment.
NPS Survey Campaign
Governs the parameters by which patients receive a post-appointment satisfaction survey to provide feedback about their experience with your practice.
Product Satisfaction (CSAT) Campaign
Governs the parameters by which patients receive a post-purchase satisfaction survey after picking up their order to provide feedback about their purchasing experience.