How to Use Drip Campaign Templates

Drip campaign templates are a great way to help set up and send full drip campaigns to your patients.

We recommend setting up your header and footer in the preferences section prior to creating or sending a campaign.

To begin using a template, click on Drip Campaign Templates within the Automation section of the email campaign module and select the template you would like to use.

From here, you can click on any component to begin editing, this will prompt you to create a custom drip campaign from the template.

Now, you can name the campaign and select the location/s in which the campaigns will be sent from.

Within the campaign, you will need to edit the template designs with your practice specific information.

To edit the design, click the pencil icon then Edit Design.

Within the design, you can click on any element to change it, such as the "Book Now" button in this example. This will highlight the element, and allow you to edit relevant information, such as setting up what action the button will take and where you send patients to:

Once you have edited all of the designs as needed, you can either select your own segments of patients to enroll using the Enroll Subscribers button, or use the default segments created by Adit for these campaigns (In this example, the Implant Campaign segment is for all active patients over age 40).

Once this is completed, you can use the Actions button to activate and start your campaign.

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