Campaigns

In this article we will discuss how to start with your marketing outreach by setting up a Campaign.

First we will need to go to the Market > Launch Pad - Beta, this will bring up all of your launch pad resources. 

The Campaigns tile is used as a container for your rules and landing pages to track marketing efforts.

To Create a new Campaign please click on the "Create"

The necessary field to create your campaign is your campaigns name:

With your Campaign created you can now start building a landing page and communication rules to be associated with this campaign.

With our Campaign built let's also set up the landing page and/or communication rules. 

Let's start with a Landing Page: Landing pages can be used for various things such as HENO Rules to get information of, off your website as a contact us form.

Now we will start by labeling our landing page:

This next section of the form is where you can really customize for your practice preference:

The next section of Body is meant for any verbiage that you would like the patient to be aware of, this is a free text area to type in any details. 

Lastly we strongly recommend that you use the Notify section to be aware of new leads:

New we can use the create option to build our landing page:

With our landing page built we can take a preview of what it will look like:

Now lets build in Communication rules with our campaign:

How to Get Started:

To get Started on Heno's Communication Rules, there are 2 (two) steps that  must be completed prior to setting up your first email

1. Email support@heno.io with a VALID e-mail address that recipients can reply to. We recommend using a company domain and NOT a personal GMAIL/yahoo.com type address. 
2. Add this SPF TXT record on their domain: v=spf1 include:rp.oracleemaildelivery.com ~all
   • Business Microsoft SPF Set up
   • Business Gmail SPF Set up
   • If you have a different mail server, please Google "[Server Name] SPF Set up"

There are two privileges that have been added for this section of Marketing. These can be set up inside the Admin -> User

To start creating your Communication Rules from the campaign click onto the "Add Rule"

We will follow the steps as guided below:

Choose if you would like E-Mail and Contact Log

Next is to set up your Start and End date/time, the initial set up is in place for a 5 year rule:

Next please select your email as the email you would like the outreach to be sent from, if you you do not see your email here please contact support@heno.io

Lastly you will need to confirm your rule: 

With your rule created you can click onto the tile:

This is where we will construct our rule for which patients receive the email using the filter section and what the email states using the notification section. 

First select any Sub Status that you would like for patients to receive the email:

Next in the notification we can build the email that we would like to send to the patient:

Now let's build the email by giving your email a subject and start writing in information for your email:

On the right side of the email builder you can also use our substitutions that will pull in the audience's information to make it more personal.

If you would like, you can also use an HTML source to add in pictures and unique settings:

Two free sources include: https://html5-editor.net/ and https://html-online.com/editor/

For example the following:

Once completed, let's preview our email:

Once your email is ready to be submitted, click onto the "Save and Close"

With the email updated we will now activate our rule by clicking on the "Edit"

A popup window will appear with the ability to "Activate Rule"

After clicking "Activate Rule" it will require you to confirm the "X/Number" possible recipients - in this example it is 14.

Once your email is scheduled to be sent, they will be sent out and a contact log will be added to the patient's profile if enabled in the rule set up:

For patient's that do not wish to have any further emails you can inactivate from the Patient's account > Details > Marketing.
If you have any questions with this article please contact us at support@heno.io