When we set up your ActiveCampaign integration, we will sync over all of your Active patients (patients with a Status of Active in the EHR) to ActiveCampaign as contacts. Within ActiveCampaign, you will use your contacts to create at least one mailing list that you will use in your Campaigns and Automations.
Note: that if a contact is not subscribed to any mailing list (or is unsubscribed to any mailing list), they will NOT receive automated emails from ActiveCampaign.
- ActiveCampaign - About the Integration
- Using ActiveCampaign to send Automated Birthday Emails to Patients
- Using ActiveCampaign - Generate a Link to Sign up for a Mailing List
- Using ActiveCampaign to Follow Up After an Appointment
One really useful list to have, will be an up-to-date list of your Active Patients. You can use a simple automation in ActiveCampaign to create and update this list so that contacts whose status is changed to Inactive in the EHR are automatically removed, and new patients who are added in the EHR are automatically added not only to ActiveCampaign, but to the Active Patients mailing list in ActiveCampaign.
Help with how to set up this automation is in a short video here.
Note: the functionality described here depends on your having an active account with ActiveCampaign, a third party system that integrates with your Cerbo EHR. Please see here for more information about our integration with ActiveCampaign.