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 have access to the Campaigns page to view Campaigns, but only users with the Campaigns Permission 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. Scheduled Start Date and Time: The date and time the Campaign is scheduled to start.

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

7. Status: The Campaign’s current status.

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

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

Export Invalid Data

When you upload a CSV of MRNs to a Campaign, Artera skips any row it cannot use. Export Invalid Data downloads those skipped rows for every Campaign in a Practice at once, so you do not have to open each Campaign and download its error file one at a time.

To export invalid data:

1. From the navigation bar, select Campaigns > Campaigns.
   
2. Select the Practice you want to review.
   
3. Select Export Invalid Data on the upper-right corner of the page.
   
4. Enter a start and end date. NOTE: The date range can be up to 90 days. To review a longer period, run the export more than once.
   
5. Select Export. 
   
6. The request will process. When ready to download, select Download in the Actions column on the page.
   

Each export covers one Practice. To review several Practices, run the export once for each one. You can only export the Practice(s) you have access to.

Only Campaigns that had unusable rows appear in the downloadable file. Campaigns that are sent cleanly are left out and so are Campaigns whose error data Artera no longer stores.

The file includes the following columns:

NOTE: Blank variable errors read differently for each variable, so use the "Error type" column rather than "Error detail" to find all of them at once.

You may see the following in the "Error detail" column:

Missing MRN: The MRN cell in that row was empty, so Artera could not match the row to a patient. The "MRN" column is blank on these rows.

Invalid MRN: The MRN in that row does not match a patient in Artera.

Duplicate MRN: The same MRN appears more than once in the file. Artera removes the extra rows so the patient does not receive the same message twice.

[variable] cell is empty: A Campaign Variable used in the message had no value for that patient, so the patient was skipped. The name in brackets is the column header from your file, for example "[first_name] cell is empty." Click here to learn about Campaign Variables.

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 its indicated Start Date and Time are reached. Once the Campaign begins sending, it stays in the "running" status until it finishes, even if it sends over multiple days or outside your configured sending hours. 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. 
  NOTE: For the best performance and to avoid outreach delays, we recommend running no more than one Campaign at a time per Practice line. When multiple Campaigns run simultaneously on a single Practice line, it can slow down all messages sent to patients from that line, including Triggers and manual messages. While using a toll-free number for Campaigns offers slightly more flexibility for running multiple Campaigns at once, we still don't recommend it. Toll-free numbers also have a limited throughput, meaning they can only handle so many messages at once. 

• Paused: This status indicates Campaigns that have been paused by a user. Paused Campaigns can also be hidden from the Campaigns page. Select the Campaign’s Actions (...) menu to resume the Campaign. To hide a paused Campaign, choose Hide from this menu. 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. Select the Campaign’s Actions (...) menu and choose Duplicate.

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, Pause the 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.