Campaign Considerations

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Campaign Practice vs Existing Practice Campaign Design Options

Now that you have determined that you want to send a Campaign, let’s review which decisions you will need to make to determine where you want to send the Campaign from in Artera.

Campaigns Practice vs Existing Practice

Campaigns Practice (Shell Practice): This Practice type is used to facilitate large-scale outreach through Campaigns. This allows all Campaigns for your Enterprise to live in one Practice, which makes monitoring Campaigns and responses to Campaigns easy. However, keep in mind that this Practice type would not have any associated Resources or Events.
Existing Practice: This Practice type is used for your everyday operations for communicating with patients. This could include Appointment Reminders, Referral outreach, and/or Conversational Messaging.

Considerations

Campaigns Practice	Existing Practice with Resource Line	Existing Practice with Campaign Line
Users and Patient Channels are kept separate from existing Practices in which patients are receiving other communications	Patient communication can be kept in one Patient Channel instead of being dispersed across different Practices or different Lines	Patient communication can be kept in one Practice instead of being dispersed across different Practices
Campaigns are run in one Practice	Practice and Line are already configured	Centralized Line to manage and oversee your organization's Campaigns
Centralized location to manage and oversee your organization's Campaigns		You can create Users to manage the Campaign Line exclusively
Easier to manage the number of Campaigns running across your Enterprise		Allows you the opportunity to separate Campaign communication from Appointment Reminders, Referrals, etc. communication
You can create Users to manage the Campaigns Practice exclusively

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NOTE: You may need to perform a historical Patient Load if the patients you are trying to reach do not already exist in your Artera Enterprise. Click here to learn more about submitting a Patient Load to Artera.

Campaign Design Options

Now that you have determined where you will send your Campaign from in Artera, let's review what decisions you will have to make when it comes to your Campaign design.

One-Way vs Conversational Messaging

One-Way: This Campaign design is typically used for educational outreach with your patients where Staff engagement post-Campaign isn't necessary in Artera.
Conversational: This Campaign design is typically used for patient engagement. This is an actionable Campaign because you are asking patients to act on the information provided in the Campaign. For example, scheduling their flu shot or an annual wellness exam.

Considerations

One-Way	Conversational
Utilized for educational purposes to disseminate information to your patient population	Utilized for patient engagement
Patient responses are not expected, so it does not require Staff to monitor messages	Requires Staff Users to monitor inbound messages from patients regarding the Campaign
	Secure messaging can be utilized with verified patients

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NOTE: Inbound Message Automations can be used to assist with Campaign responses. Click here to learn more about Inbound Message Automations.

strategy shell practice separate practice campaign design considerations

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Campaign Considerations

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Table of Contents

Campaigns Practice vs Existing Practice

Considerations

Campaign Design Options

One-Way vs Conversational Messaging

Considerations

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