Help Center

Re-engagement Campaign Settings

Re-engagement campaigns automatically reach out to clients who haven't visited in a while. Configure thresholds, email content, and send behavior from the re-engagement settings page.

How Campaigns Work

Each campaign targets a specific engagement status and triggers after a set number of days since the client's last visit:

1. Stillpoint monitors each client's last appointment date
2. When a client crosses the configured threshold, the campaign activates
3. Depending on the send mode, the email is either sent automatically or the client is flagged for manual review

Creating a Campaign

1. Navigate to Settings > Re-engagement
2. Click New Campaign
3. Fill in the campaign details:
   • Campaign name -- A label for your reference (e.g., "30-Day Check-In")
   • Trigger after (days) -- Number of days since the client's last visit before the campaign fires
   • Target status -- The engagement category to target:
     • At Risk (15-29 days without a visit)
     • Lapsed (30-89 days)
     • Inactive (90-180 days)
     • Churned (180+ days)
   • Send mode -- Choose between Auto Send (emails go out automatically) or Flag Only (clients are flagged for manual outreach)

Email Content

Customize the email each campaign sends:

• Write a subject line and email body using the text editor
• Insert merge tags to personalize content:
  • {{client_first_name}} -- Client's first name
  • {{client_last_name}} -- Client's last name
  • {{practice_name}} -- Your practice name
  • {{last_visit_date}} -- Date of their most recent appointment
• Toggle Include Booking Link to add a "Book Now" button to the email
• Use the Preview button to see how the email looks with sample data

Managing Campaigns

From the re-engagement settings page you can:

• Toggle campaigns on or off without deleting them
• Edit any campaign to update its threshold, email content, or send mode
• Delete campaigns you no longer need
• View performance stats -- emails sent, clients rebooked, and conversion rate for each campaign

Summary Statistics

The top of the re-engagement page shows aggregate stats across all campaigns:

• Emails Sent -- Total re-engagement emails delivered
• Clients Rebooked -- Number of clients who booked again after receiving an email
• Conversion Rate -- Percentage of emailed clients who rebooked

Tips

• Start with one campaign targeting "Lapsed" clients at 30 days -- this is the highest-value group
• Use the Flag Only mode if you prefer to review clients before sending outreach
• Personalize emails with the client's first name and last visit date for better response rates
• Monitor conversion rates monthly and adjust your thresholds or messaging based on results
• Avoid creating overlapping campaigns that target the same clients at similar thresholds