How to use the Campaign Manager for calling patient leads.

If you have opted to call your patient leads yourself, you will need to familiarise yourself with the Campaign Manager.

The Campaign Manager is a great tool to monitor your Dental Media Campaigns and managing the patient lead reach outs.

In this article we'll take you through the basics of the patient lead management section of the Campaign Manager.

To get started, log in to your Dental Media app on app.dentalmedia.dk.
Once you are logged in, click Campaign Manager in the sidemenu on the left:



That will bring you to the Campaign manager dashboard where you will get an overview of your current and previous campaigns.
The latest campaigns are always at the top of the list. We will soon have another article ready for a more detailed walkthrough of the numbers found here, as well as how reporting works. Do note, however, that revenue is calculated after a treatment is finished and charged in the clinics patient management system.

In this article we focus on how you can use the Campaign Manager to manage the patient lead reach outs.

Start by Clicking the campaign name (Which is partially blacked out in the example below, for anonymity):


This will lead you to the campaign leads overview as displayed below.


On this page you find the all the information you need to call and manage the patient leads from the campaign (see description of markings below).
- Green Box marks the leads name and phone number
- Blue box marks the call status - In short you click the next number every time you have called the number (whether they pick up or not), to keep track of how many times you have tried getting in touch with the lead.
- Orange box marks the patient status - Symbol explanation found at the top of the page or by hovering over the symbols (Phone symbol here means that the patient will contact the clinic themselves, this would normally be irrelevant for the clinic to use). Click the relevant symbol to activate it for an easy lead overview. Use comments to elaborate context.
- Pink Arrow marks the lead contact history button (See examples below)
- Red Arrow marks the lead contact Comments button (See examples below)

Show history button (pink arrow):
This opens up the lead history window, where you can see a log of messages sent as well as call history and comments


Comments button (red arrow):
This opens up the comments window where you can add comments when calling the patient, to allow you to follow the conversation of reasons why no contact was made.
It can be things like, "Didn't pick up", "Asked us to call later" or "I left this message on their answering machine".
These comments are super important for you to keep track of what is happening with each patient.


These are all the tools you need to start calling campaign leads yourself.
Do remember to keep an eye on this every day when you run campaigns as leads come in all the time.
We recommend calling a lead no later than 24 hours after they sign up to improve chances of booking an appointment.

As always, remember that if you have any questions at all regarding this, you are more than welcome to contact Dental Media support on support@dentalmedia.io or by calling (+45) 77 34 77 35 and press 4 to go to support.
We'll be more than happy to help you out and answer any questions you have.
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