Status Options & Automated Emails

Modified on Thu, 28 Mar 2024 at 05:17 PM

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Status updates that do not trigger new email campaigns
Status Updates that do trigger new email campaigns
Status Updates that remove a Contact from their email campaigns

Status options move contacts through Patient Phases. Specific status updates trigger new automated email campaigns designed to nurture your contacts through the patient lifecycle.

Different options will appear in the Status drop-down menu depending on each contact's Phase and Status.

Once you confirm the patient status, Breakthrough will automatically update the contact, set Follow-up reminders, update their Patient Phase when needed, trigger appropriate email campaigns, and capture notes.

You’ll see the current Status displayed in your Contact Row:

Status updates that do not trigger new email campaigns

Status	Definition
Quick Confirm	Verbal confirmation by a workshop lead that they will attend the workshop they signed up for.
Power Confirm	Verbal confirmation by a workshop lead during workshop reminder calls made the day or two prior to a workshop.
Unresponsive	For leads that do not answer your call, text, or email.
Sent Message	For times you connected with your lead but did not complete the goal of your call. Example: people receiving a confirmation call requesting that you call them later that afternoon.
Canceled	For times you connected with your lead but they requested to cancel their appointment or registration.

Status Updates that do trigger new email campaigns

Status	Definition	Available For:
Workshop	A new lead registered for a workshop.	Workshop - Lead
Scheduled	Contact scheduled a Free Screen, Initial Evaluation, or became a patient.	Free Screen Initial Evaluation Scheduled Plan of Care
Rescheduled	Contact rescheduled their workshop or appointment.	Workshop Free Screen Initial Evaluation
No Show	Contact did not attend the workshop or appointment.	Workshop Free Screen Initial Evaluation
Showed, Didn't Schedule	Contact attended the workshop or appointment but did not move to the next phase.	Workshop Free screen Initial evaluation
Current Patient	Contact began a plan of care.	Scheduled Plan of Care
Graduated	Patient completed their treatment plan.	Graduated

Status Updates that remove a Contact from their email campaigns

Status	Definition
No Phase	A general status that can be used for Graduated patients or leads who are not able to schedule with you due to factors outside of their control. Contacts moved to No Phase will immediately be removed from all active email sequences and will begin receiving any scheduled Monthly Campaigns.
Pending	Used to place a Contact "on hold" when they need more time to schedule with you (e.g., they are leaving for a trip but want to schedule when they return, or they are waiting for an insurance/worker's comp claim to be approved). Contacts moved to Pending will immediately be removed from all active email sequences and will begin receiving scheduled Monthly Campaigns. When using this status, you should set a Manual Follow-Up for 1-2 weeks in the future, as a reminder to reach back out to the Lead.