How to Use Campaigns in GrowthHub

Campaigns, part of GrowthHub Pro+, let you automate communication with your patients based on specific events like appointments, tags, or inactivity.

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