Programs can be created in the programs module. This article below explains how to edit different program emails. 

Each program can send out:


Enrolment Email - Sent out automatically as soon as a person is enrolled in your program


Linked Emails - Customised emails that can be linked to a Lesson and automatically sent when the Lesson is dropped to the patient. Linked emails can only be set as Drip fed, with a Delay. Otherwise set a Lesson email (below). 


Lesson Emails - A generic email that will be sent to the patient automatically when the Lesson is available to the patient.


Use supported merge tags to personalise the emails and add more detail so that your patients know that is came from your clinic and what to do next. This is really important so the patient doesn't think the email is spam. 


ENROLMENT NOTIFICATION

An enrolment email option exists at the bottom of the course edit/view. This email: 

  • Will go to all enrolments when CREATED. 
  • Will not be sent until AFTER payment is made, IF the course requires payment. 
  • Gives your patient the link for the Patient Portal to be able to view their program resources. Consider adding more detail about how to use the Patient Portal, information for practitioners to help support patients can be found here (do not send this directly to patients). 
  • Lets your patient know who the email is coming from, ensure to add your name and clinic details to this email. This is really important so the patient doesn't think the email is spam. 


The following tags can be used in this email:

{{client.first_name}}

{{client.last_name}}

{{client.email}}



LINKED LESSON EMAILS

A Linked email allows you to create a customised email that can be linked to a Lesson and automatically sent when the Lesson is dropped to the patient. Linked emails can only be set as Drip fed, with a Delay. 


If your lessons are delivered immediately or available 'after lesson completion', you will need to send a Lesson email instead. Refer to the Lesson Email Below.


Note: Once the email has sent to the patient, it can be viewed under the Patient Record -> Messages Tab.


Refer to Step 4 - Add Linked Emails for steps to create a Linked Lesson Email.


LESSON EMAIL

When viewing/editing your program, you can amend the new lesson notification. See above, you can define a subject and email body. Ensure to SAVE after all changes.


This email lets your patient know who the email is coming from, ensure to add your name and clinic details to this email.

Please note: 

  • depending on when the lesson is created, sometimes lessons can be released very late in the day on the day they are due to be unlocked. It is best to advise your patients to log in the day after it is unlocked.
  • you will need to have a lesson content delay set, for the lesson email to be sent. If all content is set for immediate release, then it’s assumed that all the information is in the enrolment email, and no lesson email will be sent.


The following client tags are available for use in the email:

{{client.first_name}}

{{client.last_name}}

{{client.email}}

{{lesson.title}}

{{lesson.introduction}}

{{lesson.content}}

{{course.name}}


Enrolment email examples


Hi John,


Welcome aboard! You’re now officially enrolled in our Get Healthy Program! I’m so excited to have you here.


To begin the process, let's schedule your first consultation here


The next step is your blood test. You will receive two emails within 1–2 business days:

1. with blood test instructions

2. with your blood test referral


Please keep an eye on your inbox, and save my email address to your contacts to ensure nothing gets missed. 


Thank you.


Kind regards,

The Automimmune Clinic