Click here to see the schedule of all the messages that will be sent
Appointment reminders
Long Term Save the Date e-mail
E-mail sent just after an appointment is scheduled, for appointments scheduled more than 30 days in the future.
When the following conditions are met, the template below will be usedNew patient appointment
Patient has no FirstVisitDate
Subject
A new dental appointment for John - Please Reply!
When no special conditions are met, the template below will be used
Subject
A new dental appointment for John - Please Reply!
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
A new dental appointment for John - Please Reply!
Mid Term Save the Date e-mail
E-mail sent just after an appointment is scheduled, for appointments scheduled 8 to 30 days in the future.
When the following conditions are met, the template below will be usedNew patient appointment
Patient has no FirstVisitDate
Subject
New dental appointment for John - Please reply!
When no special conditions are met, the template below will be used
Subject
New dental appointment for John - Please reply!
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
New dental appointment for John - Please reply!
Short Term Save the Date e-mail
E-mail sent just after an appointment is scheduled, for appointments scheduled 12 hours to 7 days in the future.
When the following conditions are met, the template below will be usedNew patient appointment
Patient has no FirstVisitDate
Subject
New dental appointment for John - Please reply!
When no special conditions are met, the template below will be used
Subject
New dental appointment for John - Please reply!
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
New dental appointment for John - Please reply!
Long Term Reminder e-mail #1
First e-mail reminder sent for appointments scheduled more than 30 days in the future. Sent about 2 1/2 weeks before the appointment.
When the following conditions are met, the template below will be usedNew patient appointment
Patient has no FirstVisitDate
Subject
Confirming John's dental appointment - Please reply!
When no special conditions are met, the template below will be used
Subject
Confirming John's dental appointment - Please reply!
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Confirming John's dental appointment - Please reply!
Long Term Reminder Postcard
Postcard reminder sent for appointments scheduled more than 30 days in the future. Sent about 2 weeks before the appointment, if the appointment has not yet been confirmed.
When the following conditions are met, the template below will be usedNew patient appointment
Patient has no FirstVisitDate
When no special conditions are met, the template below will be used
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Long Term Reminder e-mail #2
Second e-mail reminder sent for appointments scheduled more than 30 days in the future. Sent about 1 week before the appointment.
When the following conditions are met, the template below will be usedNew patient appointment
Patient has no FirstVisitDate
Subject
Confirming John's dental appointment - Please reply!
When no special conditions are met, the template below will be used
Subject
Confirming John's dental appointment - Please reply!
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Confirming John's dental appointment - Please reply!
Short Term Confirmation e-mail
E-mail confirmation sent for all appointments scheduled 8 to 30 days in the future. Also sent to patients who request it in a reply to a Long Term Reminder e-mail. Sent a few days before the appointment.
When the following conditions are met, the template below will be usedNew patient appointment
Patient has no FirstVisitDate
Subject
Confirming John's dental appointment - Please reply!
When no special conditions are met, the template below will be used
Subject
Confirming John's dental appointment - Please reply!
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Confirming John's dental appointment - Please reply!
Last Minute Reminder e-mail
E-mail reminder sent a few hours before the appointment, for any appointment made more than 12 hours in the future.
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
Subject
Dental appointment TODAY for John
When the following conditions are met, the template below will be usedNew patient appointment
Patient has no FirstVisitDate
This message is configured to NOT be sent
Subject
Dental appointment TODAY for John
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Dental appointment TODAY for John
Last Minute Reminder Text Message
Text message sent to patient's cell phone an hour before the appointment. Sent only if the patient doesn't reply to the Last Minute Reminder e-mail.
When no special conditions are met, the template below will be used
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Short Term Confirm Automated Phone Call
Automated phone call sent as part of the Short Term Confirm Campaign.
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
Recall notices
Recall Coming Due e-mail #1
First e-mail, sent up to 30 days before the patient's recall due date. Sent only to patients who don't already have a recall appointment scheduled.
When no special conditions are met, the template below will be used
Subject
John, it's time for your next dental visit
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
John, it's time for your next dental visit
Recall Coming Due Postcard #1
First postcard, sent up to 30 days before the patient's recall due date. Sent only to patients who don't already have a recall appointment scheduled. Typically sent 1 week after Recall Coming Due e-mail #1.
When no special conditions are met, the template below will be used
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Recall One Day Past Due e-mail #1
First e-mail sent AFTER the patient's recall due date. Typically sent a few weeks after. Sent only to patients who don't already have a recall appointment scheduled.
When no special conditions are met, the template below will be used
Subject
Time for John to visit the dentist!
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Time for John to visit the dentist!
Recall One Day Past Due Postcard #1
First postcard sent AFTER the patient's recall due date. Typically sent 1 week after Recall One Day Past Due e-mail #1. Sent only to patients who don't already have a recall appointment scheduled.
When no special conditions are met, the template below will be used
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Recall Six Months Past Due e-mail #1
First e-mail sent about six months after the patient's recall due date. Sent only to patients who don't already have a recall appointment scheduled.
When no special conditions are met, the template below will be used
Subject
We hope John is alright! (from the dentist)
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
We hope John is alright! (from the dentist)
Recall Six Months Past Due Postcard #1
First postcard sent about six months after the patient's recall due date. Typically sent 1 week after Recall Six Months Past Due e-mail #1. Sent only to patients who don't already have a recall appointment scheduled.
When no special conditions are met, the template below will be used
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Recall One Year Past Due e-mail #1
First e-mail sent about one year after the patient's recall due date. Sent only to patients who don't already have a recall appointment scheduled.
When no special conditions are met, the template below will be used
Subject
Don't let a beautiful smile fade - time to see the dentist!
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Don't let a beautiful smile fade - time to see the dentist!
Recall One Year Past Due Postcard #1
First postcard sent about one year after the patient's recall due date. Typically sent 1 week after Recall Six Months Past Due e-mail #1. Sent only to patients who don't already have a recall appointment scheduled.
When no special conditions are met, the template below will be used
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Reactivation
Reactivation Office Notice Email #1
Email sent to office before Reactivation Letter is sent to patient, to give office a chance to cancel the letter if appropriate.
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Inactive Patient Notice: John Doe
When no special conditions are met, the template below will be used
Subject
Inactive Patient Notice: John Doe
Reactivation Letter #1
First letter sent in attempt to reactivate a patient not seen in a long time.
When no special conditions are met, the template below will be used
Reactivation Office Notice Email #2
Email sent to office after Reactivation Letter has been sent to patient, to remind office to contact patient to try to schedule.
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Inactive Patient FINAL NOTICE: John Doe
When no special conditions are met, the template below will be used
Subject
Inactive Patient FINAL NOTICE: John Doe
Birthday
Birthday postcard
Postcard sent to ALL patients. (Add the rule "Must NOT have e-mail" if you want postcards to go only to patients without e-mail.)
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedPatient is femalePatient is 50 or older
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedPatient is malePatient is 50 or older
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedPatient is femalePatient is 26 to 49 years old (inclusive)
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedPatient is malePatient is 26 to 49 years old (inclusive)
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedPatient is femalePatient is 13 to 25 years old (inclusive)
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedPatient is malePatient is 13 to 25 years old (inclusive)
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedPatient is femalePatient is under 13
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedPatient is malePatient is under 13
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Birthday e-mail
Birthday greeting e-mail sent to all patients with an e-mail address.
When the following conditions are met, the template below will be usedPatient is femalePatient is 50 or older
Subject
Birthday wishes from your dentist
When the following conditions are met, the template below will be usedPatient is malePatient is 50 or older
Subject
Birthday wishes from your dentist
When the following conditions are met, the template below will be usedPatient is femalePatient is 26 to 49 years old (inclusive)
Subject
Birthday wishes from your dentist
When the following conditions are met, the template below will be usedPatient is malePatient is 26 to 49 years old (inclusive)
Subject
Birthday wishes from your dentist
When the following conditions are met, the template below will be usedPatient is femalePatient is 13 to 25 years old (inclusive)
Subject
Birthday wishes from your dentist
When the following conditions are met, the template below will be usedPatient is malePatient is 13 to 25 years old (inclusive)
Subject
Birthday wishes from your dentist
When the following conditions are met, the template below will be usedPatient is femalePatient is under 13
Subject
Birthday wishes from your dentist
When the following conditions are met, the template below will be usedPatient is malePatient is under 13
Subject
Birthday wishes from your dentist
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Birthday wishes from your dentist
When no special conditions are met, the template below will be used
Subject
Birthday wishes from your dentist
Birthday SMS
Birthday SMS
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Feedback
New patient survey email
Email sent to new patients following their first appointment, inviting them to fill out the "new patient" survey
When no special conditions are met, the template below will be used
Subject
Your recent dental appointment
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Your recent dental appointment
Recall survey email
Email sent to existing patients following their recall appointment, inviting them to fill out the "recall" survey
When no special conditions are met, the template below will be used
Subject
Your recent dental appointment
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Your recent dental appointment
Doctor survey email
Email sent to existing patients following their non-recall appointment, inviting them to fill out the "doctor" survey
When no special conditions are met, the template below will be used
Subject
Your recent dental appointment
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Your recent dental appointment
New patient survey postcard
Postcard sent to new patients following their first appointment, inviting them to fill out the "new patient" survey on-line
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Recall survey postcard
Postcard sent to existing patients following their recall appointment, inviting them to fill out the "recall" survey on-line
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Doctor survey postcard
Postcard sent to existing patients following their non-recall appointment, inviting them to fill out the "doctor" survey on-line
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Newsletters
Newsletter sent via email
Newsletter sent via email
When no special conditions are met, the template below will be used
Subject
Dental Health News from Wake Orthodontics and Pediatric Dentistry
One Time Messages
One time e-mail
An e-mail template used for any one-time "blast" e-mail.
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
CHANGE THIS!
When no special conditions are met, the template below will be used
Subject
CHANGE THIS!
One Time postcard
Postcard used for one-time messages
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
When no special conditions are met, the template below will be used
One Time SMS
One Time SMS
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
When no special conditions are met, the template below will be used
One Time newsletter sent via email
An e-mail newsletter template used for any one-time "blast".
When no special conditions are met, the template below will be used
Subject
A Special Message from Wake Orthodontics and Pediatric Dentistry
One time Letter
A letter that can be customized for a custom "one time send"
When no special conditions are met, the template below will be used
New Home Owners
New Mover self mailer 1
First self mailer sent to a prospect
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
New Mover super card 1
First super card sent to a prospect
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
On Demand Messages
Insurance benefits remaining e-mail
Insurance benefits remaining e-mail
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
Make the most of your dental insurance
When no special conditions are met, the template below will be used
Subject
Make the most of your dental insurance
Insurance benefits remaining letter
Insurance benefits remaining letter
When no special conditions are met, the template below will be used
Insurance benefits remaining postcard
Insurance benefits remaining postcard
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
When no special conditions are met, the template below will be used
Sooner If Possible appointment e-mail
Sooner If Possible appointment e-mail
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
Subject
We have an opening in our schedule
When no special conditions are met, the template below will be used
Subject
We have an opening in our schedule
Sooner If Possible appointment text message
Sooner If Possible appointment text message
When the following conditions are met, the template below will be usedAppt is in Garner office
Appt is in one of the chairs in one of the Garner books.
When no special conditions are met, the template below will be used
Direct Mail Marketing
Direct mail super card 1
First super card sent to a direct mail prospect
When no special conditions are met, the template below will be used
This message is configured to NOT be sent
Direct mail postcard 1
First postcard sent to a direct mail prospect
When no special conditions are met, the template below will be used
This message is configured to NOT be sent