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 no special conditions are met, the template below will be used
Subject
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 no special conditions are met, the template below will be used
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 no special conditions are met, the template below will be used
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 no special conditions are met, the template below will be used
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 no special conditions are met, the template below will be used
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 no special conditions are met, the template below will be used
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 no special conditions are met, the template below will be used
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
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
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
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
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
John, it's time for your next dental visit
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
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 everything is alright, John (from your 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
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 your smile fade, John - it's 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
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 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 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
Birthday e-mail
Birthday greeting e-mail sent to all patients with an e-mail address.
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
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
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
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
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
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
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
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 The SmileStudio
One Time Messages
One time e-mail
An e-mail template used for any one-time "blast" e-mail.
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 no special conditions are met, the template below will be used
One Time SMS
One Time SMS
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 The SmileStudio
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 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 no special conditions are met, the template below will be used
Sooner If Possible appointment e-mail
Sooner If Possible appointment e-mail
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 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