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

Each program comes with a basic email that get sent out on Enrolment and to notify for New Lessons. 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. 
  • May be before PAYMENT if there is a payment associated.
  • 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}}



LESSON NOTIFICATION

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