The Campaigns section is your tool for engaging care providers in a coordinated, trackable way. By running campaigns, you can efficiently request information, share updates, conduct surveys, promote initiatives, and manage compliance tasks across multiple providers all while monitoring responses and ensuring follow-through.
Key Features
Create Campaigns: Build campaigns for information requests, compliance reminders, surveys, or updates.
Flexible Recipient Selection: Target individual providers or groups based on location, rating, or service type.
Custom Messaging: Use templates or write your own messages.
Form Integration: Attach forms for providers to complete digitally as part of the campaign.
Scheduling: Send immediately or schedule for a later date.
Automated Reminders: Set reminders for non-responders.
Response Tracking: Monitor which providers have responded and follow up as needed.
Reporting & Export: Analyse campaign results with built-in charts and export summaries/data for further review.
How to use the Campaigns section
1. Access Campaigns
From the Provider Gateway dashboard, select ‘Campaigns’.
2. Start a New Campaign
Click ‘Create Campaign’.
Decide your campaign purpose (e.g., compliance request, feedback survey).
3. Select Recipients
Choose providers via filters (location, service type, rating, etc.) or manually pick a list.
4. Compose Message & Attach Forms
Choose from message templates or write a custom message.
Attach relevant forms or documents for completion.
5. Set Schedule & Reminders
Decide whether to send now or schedule for later.
Set up automated reminders for providers who don’t respond in time.
6. Launch Campaign
Review all campaign details.
Click ‘Send’ to launch (or schedule for chosen date/time).
7. Track Responses
Monitor the campaign dashboard for real-time response updates.
Identify outstanding providers and take action as necessary.
8. Analyse & Export
View campaign reports—response rates, completed forms, outstanding actions.
Export campaign data for internal reporting or further analysis.