Autoresponder automation

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  • Updated 3 years ago
Just a question about third party email integration: For marketing automation, Is it possible to have autoresponder campaigns linked from a third party such as active campaign?
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Raffi TopCareChiro

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Posted 3 years ago

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Timothy, Business Care Manager

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Hi Raffi. Front Desk supports marketing integration with Mailchimp, which I believe offers several automation and workflow features. You can synchronise your Front Desk patient list with Mailchimp and create segments (custom lists) from select reports in Front Desk. To be clear, all automation features (and all other Mailchimp features) are setup and managed through Mailchimp, not through Front Desk.

More information at:  https://community.smartsoft.com.au/smartsoft/topics/mailchimp-integration-2esl94b8drjms
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Raffi TopCareChiro

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Thank you Tim, So basically when I add an email, it will automatically be forwarded to Mail chimp and depending on a certain item code or pre prepared category, they would be added to a specific list in Mail chimp?
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Timothy, Business Care Manager

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Once you've setup Mailchimp integration (following the instructions from the link in my last post), your patient list will by synchronised with Mailchimp. Once this is done you can, for example, run the Patient List report in Front Desk selecting patients who've been billed a certain item code between Date A and Date B as you normally would. You can then add the patients matching this search criteria as a segment to Mailchimp. Of course, what you choose to do in Mailchimp with this segment is up to you.
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Raffi TopCareChiro

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Thanks again Tim. One last question, does Front Desk integrate with Zapier at all?
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Timothy, Business Care Manager

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Hi Raffi. We do not integrate with Zapier at this time.