Getting Started with Campaign Builder

Keep your clients informed with text, email, and voice campaigns.

About Campaign Builder

Campaign Builder gives you a quick and easy way to make clinic-wide announcements. Communicate office closures or schedule changes. Communicate. Talk to us about how Campaign Builder can help your clinic. 

Best Practice: Request updated insurance information during the open enrollment period

Adding Campaign Builder

To add Campaign Builder or to request a demonstration, please use the blue Support Tab.


  • Customize recipient lists by Patient Groups, Programs, or Staff Assignments.
  • Introduce new services
  • Make clinic-wide announcements

Next Steps: We recommend a training session to begin using Campaign Builder. For new clinics, this will be scheduled by your Implementation Specialist.  If you are adding this feature after your Implementation, you will be contacted by a Success Representative.
More About Campaign Builder
Was this information helpful?