Set up a birthday message
Send a personal greeting, perhaps with a small treat, on or before a patient's birthday.
Table of Contents
Create a workflow with On a schedule, daily.
Filter on birthday matching today, or a week ahead.
Add an email or text, with a treat if you like.
Test, then click Publish.
Patients need a date of birth on their record. Offer codes can use a promotion.
Up next
Next, read Follow up unconverted consultations.