Managing Marketing Campaigns in CloudMedico

CloudMedico provides a powerful marketing campaigns module to help you reach out to your patients with targeted email and SMS messages. This system allows you to create professional campaigns, schedule them for future delivery, track delivery status, and monitor patient engagement.

Marketing Campaigns Overview

The Marketing Campaigns section is located under the main menu. It provides tools to view, create, edit, and send campaigns with detailed tracking and reporting capabilities.

Campaigns List View

The Campaigns List page displays all your campaigns. From here, you can quickly see an overview of each campaign, including status, type, recipients, and send history.

Campaign List Overview

The campaigns list displays key information for each campaign, organized into sortable columns:

- Title: The name of the campaign

- Type: The delivery method (Email, SMS, or Both)

- Recipients: The number of selected recipients

- Status: Current campaign status (Draft, Scheduled, Sent)

- Scheduled Date: When the campaign is scheduled to send

- Sent Count: Number of successfully sent messages

- Failed Count: Number of failed messages

- Actions: Icons for editing, duplicating, or deleting campaigns

Creating a New Campaign

To create a new campaign, click the 'Add Campaign' button. You will be presented with a comprehensive form to configure your campaign:

Campaign Details

Title: A descriptive name for your campaign (e.g., "Spring Health Checkup Reminder")

Type: Choose how to send the campaign:

- Email Only: Send via email

- SMS Only: Send via text message

- Both: Send both email and SMS

Scheduled Date: When you want the campaign to be sent. This must be a future date/time.

Email Configuration

If you select Email or Both campaign types, configure these fields:

Email Subject: The subject line that recipients will see

Email Content: The body of your email message (supports rich text formatting)

Campaign Image: Optional image to display at the top of the email

- Supports JPEG, PNG, GIF formats

- Maximum size: 5MB

- The image will be centered and responsive

SMS Configuration

If you select SMS or Both campaign types, configure this field:

SMS Content: Your text message (maximum 320 characters for optimal delivery)

Recipient Selection

Recipients: Select which patients to send the campaign to:

- Use the search box to filter patients

- Select individual patients with checkboxes

- Use 'Select All' to include all patients at once

- Selected count is displayed for confirmation

Email Delivery with AWS SES

CloudMedico uses Amazon SES (Simple Email Service) to send campaign emails, which provides:

- High Deliverability: Industry-leading email delivery rates

- Automatic Tracking: Delivery status monitoring

- Bounce Handling: Automatic detection and handling of invalid emails

- Complaint Handling: Automatic unsubscribe for users who mark emails as spam

- Low Cost: Competitive pricing (typically €0.001 per email)

Scheduling Campaigns

Campaigns can be scheduled in advance for automatic sending at a specified date and time. This allows you to:

- Plan Ahead: Set up campaigns during business hours for sending outside working hours

- Optimize Timing: Send at times when recipients are most likely to engage

- Batch Processing: Reduce server load by scheduling multiple campaigns

Sending Campaigns

Once a campaign is created and scheduled, you have two options:

Send Now: Immediately send the campaign to all selected recipients

Wait for Scheduled Time: The system will automatically send at the scheduled date/time

After sending, you can view detailed delivery logs in the Email Logs section.

Tracking Campaign Performance

CloudMedico provides detailed tracking for each campaign:

Sent Count: Number of emails successfully sent

Failed Count: Number of delivery failures

Delivery Status: Individual status for each recipient:

- Sent: Message was accepted by the mail server

- Delivered: Email was successfully delivered to recipient

- Bounced: Email was rejected (invalid address)

- Complained: Recipient marked email as spam

- Failed: General delivery failure

Managing Campaigns

Each campaign can be managed with the following actions:

Edit: Modify campaign details before sending (only for unsent campaigns)

Duplicate: Create a copy of an existing campaign to reuse content

View Logs: Check detailed delivery logs in the Email Logs section

Delete: Remove campaigns you no longer need

GDPR Compliance

CloudMedico ensures GDPR compliance for marketing campaigns:

- Opt-In Required: Only patients with email reminders enabled receive campaigns

- Automatic Unsubscribe: Patients who complain are automatically unsubscribed

- Bounce Handling: Permanently bounced emails are disabled to protect sender reputation

- Audit Trail: Complete history of all emails sent and delivery status

Best Practices for Marketing Campaigns

To maximize campaign effectiveness:

- Keep email subject lines clear and compelling

- Keep SMS messages concise and under 160 characters for optimal delivery

- Use professional images in emails (your logo or medical illustrations)

- Schedule campaigns during business hours when recipients are likely to read

- Include clear calls-to-action (e.g., 'Book Your Appointment')

- Monitor delivery reports to identify bounced addresses

- Test campaigns with a small group first before sending to all patients

- Ensure patients have opted in to receive marketing communications

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