Use our Email Collections and other included features to reduce set-up and maintenance time for follow-up emails from the HRAs.

Email is cheap and effective outreach. To that end, the management portal includes a powerful built-in email system at no additional cost. The system has multiple, flexible, interconnected parts to meet most use cases. Additionally, we have recently increased the number of follow-emails you can send from 3 to 10 for better nurturing. (Alternatively, we provide connectors for a few marketing automation systems. And, of course, we can send lists to your CRM.)

Hospital marketers are chronically understaffed and we want to help! For that reason, we have baked a variety of time-saving features into the email system:

1. Default Emails
2. Email Collections (including Variables)
3. Coming soon: Content Guides

Default Emails: The Ultimate Time-Saver

If you have absolutely no time to create follow-up emails, we still have you covered. We include 3 basic emails on an ultra-generic template. (Note, we also have additional advanced pre-built templates included–or add your own.)

The Power of Email Collections

Save scheduled emails into “Email Collections” for maximum efficiency. This allows you to re-use emails. You can assign any email to any segment (risk level/PCP-status) in any HRA. Any edits/changes made to an email saved in Collection automatically update everywhere it is used. Check out the end of this support article for more details.

Critical Tip: Use Variables

Additionally, using variables is key for maximum re-usability. A “variable” is a bracketed placeholder that dynamically updates based on context. For example, “Heart Health Assessment” would replace {PROFILER_NAME} in an email subject or body copy. There are also code variables that you can insert into the HTML code for things like colors. See the complete list of variables and their descriptions here.

In Conclusion

We provide a lot of power and flexibility – Notifications, CTAs, Emails, and Integrations. Contact us if you want your Customer Success Team rep to walk you through the options. Remember, we can help with setting these up or tweaking them.