How to Customize a Nurture Campaign

TABLE OF CONTENTS

• Nurture Campaigns Demo
• How to Access Nurture Campaigns
• How to Edit a Nurture Campaign
• How to Revert to a Default Campaign 

Nurture Campaigns Demo

Disclaimer: This feature is still evolving and actual functionality may differ from the demo video. Please visit with your Breakthrough CSM or email Support@getbreakthrough.com if you have questions about this feature.

How to Access Nurture Campaigns

• Click Campaigns from the top navigation bar 
• Click Nurture Phase Campaigns from the sub navigation bar
  
  

• Phases are listed on the left. Phases in the Nurture stage of the patient journey include: 
  • Free Screen - Scheduled 
  • Free Screen - Didn't Schedule 
  • Free Screen - No Show 
  • Free Screen - Reschedule Appt 
  • Initial Evaluation - Scheduled 
  • Initial Evaluation - Didn't Schedule 
  • Initial Evaluation - No Show 
  • Initial Evaluation - Reschedule Appt 
  • Patient - Scheduled Plan of Care 
  • Graduated - Graduated 
• The campaign associated with the phase is listed under Campaign. 
• Under Enabled, Nurture Campaigns can be turned on and off using the toggle. 
• Tools accessible using the icons on the far right: 
  • Preview (eye icon): A pop-up window with a preview of the campaign. 
  • Contacts (people icon): A list of all contacts currently enrolled in the campaign. 
  • Message Log (list icon): A log of all outgoing messages sent as part of the campaign. 
  • Settings (gear icon): Access to campaign editing tools. 

How to Edit a Nurture Campaign

• Click the Settings icon to customize the campaign associated with a phase. 
  
  
  
  
  • If the campaign you want to edit is not selected, click the dropdown arrow to locate the campaign. Then click Edit to the right of the dropdown menu. 
  • Resource: How to Edit a Campaign
    
    
• After editing, ensure your edited campaign is selected in the dropdown menu and click Save on the bottom right of the pop-up window. 
  • Warning: By clicking Save, a new campaign will be assigned to the phase. All contacts enrolled in the previous campaign will be unenrolled and will no longer receive campaign messaging associated with the given phase. Contacts will begin to receive your newly assigned campaign when they newly enter the associated phase
    • Example: 
      • Mary is a incoming patient at ABC Practice. Mary is in the InitialEvaluation-Scheduled phase and, therefore, enrolled in Breakthrough's InitialEvaluation-Scheduled template campaign. 
      • ABC Practice creates a new version of the campaign called ABC Practice_InitialEvaluation-Scheduled and assigns it to the InitialEvaluation-Scheduled phase. 
      • Mary is immediately unenrolled from the previous campaign. To prevent duplicate communication, Mary will not be enrolled in the newly assigned campaign. Instead, Mary will begin receiving communications again the next time she changes phases. 
      • Joe, another incoming patient at ABC Practice, was moved into the InitialEvaluation-Scheduled phase after the campaign changes were made, so Joe will receive the latest campaign messaging. 

How to Revert to a Default Campaign 

Breakthrough has a default campaign available for each phase. To revert back to that default: 

• Click the Edit icon for the campaign you want to change. 
• Click Revert to Default on the button in the bottom-left corner of the pop-up window.