Campaigns and Journeys 6/23/23

Lead Tracking Journey is used for

• Entering potential patients with minimal info

• tracking leads through the process of getting them converted to patient

• Automated Engagement with leads/patients

• All of the above

When installing Connect Campaigns and Journeys (ARM) you need RTConnect installed first

• True

• False

Lead Tracking Journey can send

• only emails to leads/patients automatically

• only text messages to leads/patients automatically

• Emails/texts to patients and faxes to Referral Providers automatically

Client has requested for the NPS survey text message content to be changed...

• Text content is default and cannot be changed. only email can.

• Text can be changed by going to the ARM Plugin

• Text content can be changed only from the Connect Center> Content Files

• Text content can be changed from Journey set up or from Connect Center

Client has requested that the Dropped Patients Campaign trigger be changed from 21 days to 10 days

• Request engineer to change it via custom trigger tab in Audience list

• Change # of days in the last appt field in Audience/List> Appointments tab

• Cannot be changed without customizing the screen

• Change # of days in the Journey Stage Trigger for Dropped Patients Stage

Client has requested that the Dropped Patients Journey stage trigger be changed from 21 days to 10 days

• Put in a request to have the engineer change it via custom trigger

• Change # of days in "No Future Appts & Last..." trigger in Journey Stage

• Cannot be changed without customizing the screen

• Change # of Days in the trigger in Audience List

Search Button in the Journeys Dashboard allows the user to

• Search only among the lead journeys listed in that Dashboard list view

• Search within all Lead journeys irrespective of the Dashboard list view

• Search all Leads and Patients who have journeys

• Search all Leads & patients irrespective of having journeys or not