Introduction to Marketing Direct
Marketing Direct is where your practice manages automated patient communication tied directly to leads, scheduling, and care activity.
Instead of sending one-off emails from disconnected systems, Marketing Direct allows your team to build structured campaigns that trigger based on patient behavior.
Use Marketing Direct to:
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Create automated email, SMS*, and direct mail* campaigns
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Send automated campaigns based on visit history, timing, or behavior
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Use smart segmentation to target the right patients at the right time
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Leverage proven templates for reactivations, reminders, reviews, and more
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See performance metrics like opens, clicks, and conversions to improve results
Because Marketing Direct connects to your lead and booking data, communication stays aligned with real patient actions — reducing manual follow-up and missed opportunities.
* Additional fees may apply.