How to Use Campaigns in GrowthHub

Campaigns in GrowthHub Pro+ put your patient follow-up on autopilot.

Instead of manual outreach or one-off messages, you create automated email and SMS sequences that re-engage patients, nurture new ones, and drive bookings—automatically.

Just set the audience, build the messages, and turn it on.

From there, GrowthHub works in the background to bring patients back, fill your schedule, and grow your revenue—without extra staff effort.

1. Access Campaigns

Go to GrowthHub

Click Campaigns

2. Create a Campaign

Click Add New Campaign

Enter:

• Active/Inactive
• Campaign Name
• Campaign Type (New Appointment, Missed Appointment, Cancelled Appointment, Tag Added, Tag Removed)

• Define Stop Conditions (Choose when the campaign should end)
  • After all steps complete
  • When a patient checks in
  • When a tag is added or removed
  • When a patient schedules a new appointment*

Note: Campaign type determines your available triggers and settings.

3. Add Campaign Steps

Each step includes:

Step Name

Action, such as:

• Send Email
• Send SMS
• Add Tag
• Remove Tag

Send When

• Set timing (minutes, hours, days)
• Choose event reference (before/after appointment, tag added, etc.)

Steps must be in order from top to bottom.

4. Campaign Summary

This is a quick snapshot of your campaign.

Showing what starts it, what it will do, and when it ends.

5. Save or Activate

You have two options:

• Save as Draft → keep building, no patients enrolled
• Save & Start → activates campaign

Once activated, campaign steps can’t be edited - only the name can be updated.

From the main Campaigns screen, you can:

• View all campaigns
• See active and inactive statuses
• Edit campaigns
• Clone campaigns
• Archive campaigns
• Delete campaigns

Archiving/deleting cancels all queued messages but keeps historical data.

Key Behaviors to Know

• Campaigns run in the background and refresh about every 3 minutes.
• If an appointment changes, campaign updates
• If a patient no longer qualifies (ex: category changes), they’re removed
• Deleting an appointment cancels related campaign actions
• Patients marked inactive are removed from campaigns
• If a required field is missing (ex: SMS number or email), that step will not run for that patient and subsequent steps will not continue.

Common Use Cases

Pregnancy

Trigger: Tag = Pregnancy added

• Immediately → Email: “What to expect after your first adjustment”
• +2 days → SMS: “How are you feeling after your visit?”
• +7 days → Email: Tips for comfort, sleep, or positioning

Personal Injury / Auto Accident

Trigger: Tag = Auto Accident / PI added

• Immediately → Email: “What to expect during care + documentation tips”
• +1 day → SMS: “Keep all appointments, this supports your case”
• +7 days → Email: Reminder about communication with attorney + progress tracking

Collections

Trigger: Tag = Collections added

• Immediately → Email: Notification with next steps
• +3 days → SMS: “Please contact our office to resolve your balance”

Membership

Trigger: Tag = Membership removed

• Immediately → Email: “You've completed your membership”

Need Insurance

Trigger: Tag = Need Insurance added

• Immediately → SMS: “We need your insurance information on file”
• +1 day → Email: Reminder to provide insurance details
• +3 days → SMS: Follow-up reminder to submit insurance information

Missed Appointment

Trigger: Missed Appt

• +1 hour → SMS: “Hey, we missed you, want help rescheduling?”
• +24 hours → SMS: “Let’s get you back on track, book here”

Canceled Appointment

Trigger: Appointment canceled

• +1 hour → SMS: “Need help finding a new time?”
• +1 day → Email: “Consistency matters in your care plan”

New Patient Onboarding

Trigger: Appointment Created (New Patient)

• Immediately → Email: What to expect
• +1 day → SMS: Reminder + forms
• After visit → Email: Next steps

First Visit Follow-Up

Trigger: First appointment completed

• +1 day → SMS: “How are you feeling?”
• +3 days → Email: What progress should feel like

ChiroSpring Release Date 4.1.26