Marketing

Campaigns, reviews, loyalty and referrals.

1
Create an email campaign
Design a newsletter and send it to your patients.
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2
Collect and reply to reviews
Ask for feedback and respond from one page.
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3
Set up a referral campaign
Reward patients who recommend your clinic.
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4
Create a gift card
Sell prepaid value patients can spend at your clinic.
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5
Create a loyalty campaign
Reward patients with points for spending and booking.
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6
Broadcasts explained
What email and SMS campaigns are for, what the Broadcasts page shows and how to get started.
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7
Add an unsubscribe button to emails
Give patients a clear way to opt out of marketing email, which the law normally requires.
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8
Edit an email campaign
Change a draft or scheduled campaign before it goes out, including its audience and wording.
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9
Duplicate a campaign
Reuse a campaign that worked well, by making a copy to adjust and send to a new audience.
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10
Delete a campaign
Remove a draft or old campaign from your list, and what happens to the campaign's report.
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11
Create an SMS campaign
Send a short text to a chosen audience, with a look at what it will cost in credits before you send.
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12
View a campaign report
See who opened, clicked or unsubscribed, plus when and where people read your campaign.
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13
Create patient groups for campaigns
Build a filtered view of your patients, so a campaign reaches the right people.
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14
Use labels for campaigns
Tag patients and leads with labels, then send a campaign to just those people.
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15
Use your own HTML in emails
Paste a design from your own email tool into a campaign, workflow or notification.
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16
Lead broadcasts explained
Send campaigns to people who haven't become patients yet, using the same tools.
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17
Create an email campaign for leads
Email enquirers who haven't booked yet, using filters on pipeline, source or status.
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18
Create an SMS campaign for leads
Text enquirers who haven't booked yet, keeping it short and friendly, with a way to reply.
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19
Create lead groups for campaigns
Save a filtered list of leads, then choose it as the audience for a campaign.
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20
Reviews overview
See your ratings, respond to reviews and manage your public page from one screen.
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21
Turn on reviews
Start asking patients for feedback after a visit, and choose what happens to the responses.
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22
Choose which reviews are public
Decide which ratings appear on your public page, and how the reviewer's name is shown.
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23
Customise the feedback survey
Change the title and style of the survey that patients get after a visit, with a live preview.
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24
Customise survey questions
Add, reorder or remove questions, with the overall rating always asked first.
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25
Set up Google reviews
Send your happy patients on to leave a Google review, and show those reviews in Sovica.
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26
Share reviews on social media
Post a good review to your social pages, directly from your reviews list.
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27
Add review widgets to your website
Show your live rating on your website, using a small embedded trust badge.
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28
Referrals explained
How a referral campaign rewards patients who bring friends, and what each person receives.
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29
Use the referrals dashboard
Follow new patients, revenue and reward costs from a live referral campaign.
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30
Explain your referral programme to patients
Simple words and places to tell patients about referrals, so they actually use them.
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31
Referral email and SMS ideas
Short message ideas you can adapt for inviting patients to refer their friends.
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32
Gift cards explained
How gift cards work, from types and selling to redemption and your outstanding balance.
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33
Choose a gift card image
The best shape and file type for a custom gift card design, so that it looks sharp everywhere.
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34
Edit a gift card
Change a gift card's name, value or design without changing cards you've already sold.
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35
Delete a gift card
Remove a gift card type you no longer sell, while keeping all cards already sold.
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36
Sell a gift card at the till
Sell a gift card to a patient at checkout, then give them the code or send it by email.
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37
Resend a gift card
Send a gift card again if someone has lost it, directly from the patient's card.
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38
Promote gift cards automatically
Tell new patients about online gift cards with a workflow that sends itself.
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39
Find a code sold to a walk-in
Look up the code on a gift card you sold without a patient record, for someone who has lost it.
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40
Set what a gift card can buy
Limit a gift card to chosen services, products or packages, or let patients spend it on anything.
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41
Redeem a gift card without a patient record
Accept a gift card from a walk-in customer using only the code they give you.
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42
Sell a gift card to a walk-in
Sell a gift card to someone without a patient record, then hand over the code.
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43
Pay for an appointment with a gift card
Use a gift card as payment at checkout, paying any difference another way.
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44
Change how long a gift card lasts
Set how long a new gift card stays valid, or let it never expire.
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45
Create and sell a one-off gift card
Make a custom card for a single request, such as an unusual value or a personal message.
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46
Loyalty explained
How points, tiers and rewards work, and how your patients earn and spend them.
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47
Edit a loyalty campaign
Change what earns points, how many it earns and when the campaign runs.
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48
Delete a loyalty campaign
Stop a campaign from awarding points. Points patients have already earned remain theirs.
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49
Add loyalty points by hand
Give a patient points as a goodwill gesture, or correct a missed award.
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50
Pay for an appointment with points
Spend a patient's points as money at checkout, paying any difference another way.
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51
Void loyalty points
Remove points awarded in error, while keeping a record of the original entry.
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52
Loyalty campaign ideas
Practical ideas for rewarding the behaviour you want, from rebooking to reviews.
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53
Create a marketing source
Record where patients and leads come from, so that your reports show what's working.
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54
Edit a marketing source
Rename a source or switch it off, while keeping the history of who came from it.
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55
Delete a marketing source
Remove a source you no longer use, and consider marking it inactive if records rely on it.
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56
Report on marketing sources
See how many patients and leads each source brings in, and what they spend.
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57
Capture forms explained
How capture forms turn visitors to your website into leads or stored form submissions.
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58
Create a capture form
Build a new form from blank or a template, and get it ready to publish.
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59
Add fields to a capture form
Drag in the questions you need, from short text and dropdowns to file uploads.
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60
Edit capture form fields
Change a field's wording and settings, and map its answer to a lead field.
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61
Name or rename a capture form
Change the name of a form in the builder or settings, without changing its link.
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62
Design a capture form
Match your form to your brand with colours, fonts, logo and button style.
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63
Add a form to your website
Embed a form on your site, open it as a pop-up, or share it as a direct link.
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64
View and export submissions
Open form responses, follow them to leads, and export them for use elsewhere.
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65
Configure capture form settings
Choose lead routing, availability, security and what happens after someone submits.
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66
Use the capture forms dashboard
Compare views, submissions and conversion, so that you can improve your forms.
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67
Manage your capture forms
Keep forms organised in folders, copy them, and switch them on or off in bulk.
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68
Use capture form templates
Start from a ready-made form or save your own, so you don't build the same one twice.
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69
Workflows: a detailed walkthrough
Build, test and publish a workflow, step by step, then follow every run in the history.
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70
Set up a rebooking recall workflow
Remind patients who are due another treatment and haven't booked, on a schedule you choose.
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71
Set up a review request workflow
Ask for feedback automatically, shortly after an appointment is marked complete.
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72
Set up a lead nurture workflow
Reply to each new enquiry at once, then follow up until the lead books or is lost.
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73
Set up a no-show and cancellation workflow
Reach out to patients after a missed or cancelled visit, with an easy way to rebook.
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74
Set up a post-treatment follow-up workflow
Check in after a treatment, send aftercare and prompt the next visit, automatically.
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75
Promotions: a detailed walkthrough
Create offers, control who can use them, and follow how they're doing from one page.
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76
Promotion types explained
When to use a code-based promotion, a flash sale or a last-minute offer.
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77
Create a code-based promotion
Set up a discount code for patients to use online, or for your team to apply at the till.
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78
Apply a promotion at the till
Use a patient's promo code at checkout, and what to do when it won't apply.
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79
Read the promotions page
See how each deal is performing, and find the ones that are live, paused or finished.
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80
How promo codes work on your booking page
What a patient sees when entering a code online, and why it may not work.
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81
Edit, pause or delete a promotion
Change an offer, stop it for a while or remove it, without changing past sales.
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82
Set usage limits on a promotion
Cap how often a code can be used in total and per patient, to keep costs under control.
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83
Set who can use a promotion
Limit an offer to certain patients, such as new patients or a saved segment.
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84
Choose what a promotion covers
Apply a deal to chosen services, products, gift cards, packages and locations.
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85
Create a flash sale
Run a short, automatic discount to fill a quieter period, with no code required.
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86
Moving to Workflows
Why Workflows replace Automations, what happens to your old ones, and how to rebuild them in Workflows.
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87
View workflow run history
Check who a workflow reached, and how each run ended.
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88
Create a scheduled workflow
Set up a scheduled message or task, with the people it should reach, in Workflows.
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89
Create a recall message
Bring patients back when they're due, using a Workflow with a schedule and filter.
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90
Create an automated text
Send a text automatically on a schedule or event, with a test message to check it first.
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91
Rebuild an old automation
Rebuild an old automation as a workflow, before you turn the old one off.
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92
Turn off an old automation
Stop an old automation once its workflow is live, keeping its settings and logs.
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93
Audience filters explained
What the filters in workflows do, so that a message reaches the right people.
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94
Set up monthly rebooking reminders
Remind patients each month to rebook, using a scheduled workflow and a filter on past visits.
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95
Set up a birthday message
Send a personal greeting, perhaps with a small treat, on or before a patient's birthday.
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96
Follow up unconverted consultations
Reach out to patients who had a consultation but didn't go on to book a treatment.
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97
Set up aftercare messages
Send care instructions automatically after chosen treatments, on the same day or later.
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98
Ask for a review after a consultation
Ask patients how their consultation went, so you can address any problems early.
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99
Set up a new patient welcome
Welcome each new patient automatically and explain what to expect at their first visit.
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100
Follow up a patient's first treatment
Send a message after a patient's first purchase of a service, to encourage them back.
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101
Follow up leads after a first outreach
Send a second message when a lead doesn't reply, while they're still interested.
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102
Follow up leads after a second outreach
Make a final, friendly attempt at a quiet lead, then let your team decide what's next.
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103
Create a lost lead message
Send a polite message when a lead is lost, leaving the door open for the future.
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104
Set up lead workflows
The main messages to automate for your leads, from a first reply to win or loss.
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105
Create a new enquiry reply
Answer every new enquiry instantly, even out of hours, with a personal email or text.
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106
Create a won lead message
Welcome a lead who becomes a patient, and tell them what to expect next.
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107
Set up invoice reminders
Send a reminder on overdue invoices automatically, with a link to pay online.
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108
Set up debt collection messages
Step up your reminders on older debts, moving from polite notes to a task for your team.
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109
Confirm money added to an account
Tell a patient when credit reaches their account, so that they know to use it.
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110
Warn when a package is expiring
Remind patients of unused sessions before a package expires, with a link to book.
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111
Follow up on an expired gift card
Reach out after a gift card expires, perhaps with an offer to bring the patient back.
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