Create a consent-aware marketing campaign
Build a saved audience, verify marketing consent, test a campaign, and schedule or send clinic communications without bypassing consent controls.
Before you start
- Marketing is available in your sidebar.
- Client marketing consent and contact details are up to date.
Who can do this
Admins and HR users have Marketing access in the current sidebar configuration.
Why: Campaign sends must respect consent and clinic communication policy.
Step by step
- 1
Open Marketing from the sidebar and review the dashboard before creating a campaign.
- 2
Use Audience Builder to define the recipient group. Save reusable audiences for common segments.
- 3
Create the campaign, write the message, and review the recipient list. Remove anyone who should not receive the campaign.
- 4
Use Simulate or test-send before scheduling. Confirm links, formatting, and recipient counts.
- 5
Schedule or send the campaign. Review campaign results and recipient status afterward.
If something isn’t working
Tap a question to see the likely cause and the fix.
A client is missing from the audience.
Why: They may not match the filters, may lack a valid email, or may not have the required marketing consent.
Fix: Open the client record, check contact information and consent, then rebuild or refresh the audience.
A scheduled campaign did not send.
Why: The campaign may be paused, scheduled for a future time, or blocked by a processing error.
Fix: Open the campaign details and recent activity. If no error is shown, ask support to check the scheduled campaign job.