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Campaigns- Free Form
Campaigns- Free Form

How to Create Free Form Campaign?

Updated over a year ago

Free Form Campaigns are a type of Recurrent Campaigns in Kasper. You can use the Free Form campaigns to create automated campaigns that may not fit with other types of recurrent campaigns, based on your office needs.

To access Free Form Campaigns, Go to the Campaigns tab, choose Recurring Campaigns, and then select Free Form.

To create a new Free Form Campaign, Click on Add Reminder.

You can customize Free Form Campaigns using many filters. Select the Filter(s) you want and customize it to your need. You can filter your patients by:

  1. Birthday

  2. Procedure type

  3. Provider

  4. Patient status

  5. Last time seen

  6. Operatory

  7. Time of the upcoming appointment

  8. Age range

  9. Last time received a campaign
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Don't forget to Choose the type of reminder, whether SMS or email or both, and Add your Reminder.

To enable the Free Form reminder you created, turn the Status button for this reminder on.

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