The Campaigns page makes it easy for users to view all Campaigns across a single Practice and search or filter for specific Campaigns. 

NOTE: All users in the Practice will have access to the Campaigns page to view Campaigns, but only users with appropriate Campaigns Permissions will be able to create or edit Campaigns. 

1. Practice Name: The name of the Practice in which the Campaigns exist. You will only be able to select Practices that you have access to.

2. Search Bar: Search by name (description) for Campaigns within the selected Practice. 

3. Status: Filter for specific Campaigns by their current status (running, completed, paused, pending, queued).

4. Name: The name of the Campaign. This is the description associated with the Campaign during its creation. Campaigns are listed in the most recently updated order.

5. Send Date: The chosen Send Date of the Campaign.

6. Line: The line selected to route inbound patient responses to.

7. Status: The Campaign’s current status.

8. Actions: The available actions to take on the Campaign. These actions vary based on the Campaign’s status.

NOTE: Remember to clear your search filters after searching for a Campaign. 

Campaign Statuses

Once a Campaign is created, it must be manually started, even if configured to "Start Now." Click here to learn how to enable Campaigns.

When a Campaign is started, it will move into a "queued" status until the indicated Start Date and Time is reached. If the Campaign runs over multiple days, it will automatically move from the "running" to the "paused" status based on the indicated start/end times. Click here to learn how to send Campaigns. 

• Pending: The Campaign has not been set to start. Select the Campaign’s Actions (...) menu to start, edit, or delete the Campaign.

• Queued: Preparing to send. A Campaign will only be in the "queued" status if it has been started. Please note that once you have started a campaign, you cannot make any edits to the Campaign. From this status, the Campaign can be canceled, which will revert it back to the "pending" status where updates can be made. To cancel a "queued" Campaign, select the Campaign’s Actions (...) menu and choose Cancel.

• Running: In the process of delivering the campaign to the patient list. While in the "running" status, the Campaign can be paused, which will change it to the "paused" status. You can run up to four Campaigns simultaneously across your Artera Enterprise. 
  NOTE: Running more than four Campaigns simultaneously within your Artera Enterprise can cause patient phone carriers to decipher the messages as spam, resulting in deliverability issues. 

• Paused: This status indicates Campaigns that have been paused by a user. Paused Campaigns can also be hidden from the Campaigns page. To hide a paused Campaign, select the Campaign’s Actions (...) menu and choose Hide. NOTE: Once a Campaign is hidden, it cannot be unhidden. Learn more about hiding Campaigns below.

• Completed: The Campaign has finished sending to all identified patients. Once the Campaign is completed, it cannot be deleted or edited, but you can use it as a template by duplicating it. 

Campaign details can be accessed across each status. Select a Campaign’s Actions (...) menu and select View. Click here to learn more. 

Editing a Campaign

Campaigns that are in a Pending or Paused status can be edited to accommodate necessary changes. To edit a Campaign, select the Campaign’s Actions (...) menu and choose Edit. All of the Campaign's details can be modified, as necessary. 

Once done making changes, select Save Changes in the upper-right corner. Be sure to start the Campaign when ready.

Using a Campaign as a Template

If you want to create another Campaign with similar content, you can reuse a Campaign as a template. Next to the Campaign you wish to copy, select the (...) Actions menu and select Duplicate. 

Manually Marking a Campaign as Complete

If you want to mark a Campaign as "complete" manually, you must choose to hide it from within Artera: 

1. First, make sure to Pause the specified Campaign. 
2. Then, select the (...) Actions menu for the Campaign and choose Hide. 
   
   
3. Once you have hidden the Campaign, a green banner appears at the top of the page indicating that the Campaign has been successfully hidden. 
   
   

NOTE: If you choose to hide a Campaign, it will no longer display in Artera and will be archived. You can only review information about archived Campaigns from Campaigns reporting. Also, any Campaigns displayed with a Complete status on the Campaigns page are Campaigns that ran completely and not manually hidden. 

Patient View

To learn more about Campaign Deliverability, click here.

If Patients Respond

If a patient responds to a Campaign via text message, those inbound messages will be routed to the Practice the Campaign was configured for. Any response from your staff will be sent from the Practice line chosen during step one of Campaign creation and not from the Enterprise's high-volume toll-free number.

Email Campaigns

If your organization includes email messages as part of the Campaign, the email is sent through SendGrid, Artera's email delivery partner. Each email address is unique to the patient and will display as follows: WELLpatientID.WELLlineID@sg.wellapp-email.com.

The "From" field in an email sent to the patient will display your Enterprise name. Currently, this field cannot be modified.