Campaigns overview

What Campaigns is

A campaign is a one-time bulk message you send to a chosen group of patients at once — a recall push to everyone overdue for a cleaning, a reactivation offer to patients you haven’t seen in a year, a holiday-hours announcement, a whitening promotion. You pick the audience, write the message, and Teamio delivers it by email, SMS, or both, then tracks who received, opened, and clicked.

What you can do with it

• Build a message in a four-step wizard — pick the channel, write the content, schedule or send.
• Target the right patients — filter by criteria, use scheduled patients, reuse a saved list, or reach all active patients.
• A/B test subject lines and content to learn what gets opened.
• Track delivery, open, and click rates per campaign, plus site-wide totals in Reports.

Campaigns vs. Workflows

Use Campaigns for a one-time blast to many patients you choose right now (“text everyone overdue for recall this week”). Use Workflows for automatic, per-patient messages that fire on an event over and over (“text each patient two days before their appointment”). One is a manual broadcast; the other is hands-off automation.

SMS, Email, or both

• SMS Only — a text to patients’ mobile phones. Needs a texting number set up for your site.
• Email Only — an email to patients’ inboxes. Needs a verified sending address. Email campaigns use a saved template.
• SMS + Email — reach patients through both channels in one campaign.

Prerequisites and permissions

Campaigns is a paid feature — it appears when Campaigns is turned on for your site. The Outsourced role never gets Campaigns. An Admin can also hide Campaigns from Manager, Employee, and Outsourced users through the per-role Feature Permissions matrix (My Account). Inside Campaigns there is no further gating — anyone who can open the page can create, send, and delete campaigns.

Where: Sidebar > Campaigns

The Campaigns area

A sub-nav near the top moves you between five pages:

• Campaigns — the home list (this page).
• Drafts — unfinished campaigns you can reopen with Continue Editing.
• Reports — site-wide statistics.
• Templates — email template management.
• A/B Tests — test subject lines and content.

The home page

Stat cards

Four cards summarize your sending at a glance: Total Campaigns, Messages Sent, Total Recipients, and Avg. Delivery Rate.

Finding a campaign

A filter row sits above the list:

• A Search campaigns… box (with a clear icon) matches on name.
• Three dropdowns — All Status, All Types, and All Lists — narrow the table.
• Quick-filter buttons — All, Active, Drafts, Completed — switch the view in one click.
• When any filter is on, a Showing N campaigns bar appears with a Clear Filters link.

List view and grid view

Two icon buttons next to Your Campaigns toggle between List View (the table) and Grid View (campaign cards). In grid view each card carries its own menu, and a draft card adds a Send Now action.

The campaign table (List View)

The table has sortable Campaign, Status, and Created columns plus recipients, delivered, open, and click figures, and an Actions column. When there are more campaigns than fit on one page, pagination controls appear (Showing X-Y of Z, with first / previous / next / last buttons).

If you have no campaigns yet, the page shows a No Campaigns Found empty state with a Create Campaign button.

Statuses you’ll see

The status dropdown filters by Draft, Scheduled, Active, Completed, and Paused — but a row can also show sending (a campaign that is going out right now), sent, and failed. A saved patient list carries an internal list status; those entries appear under Drafts even though you never “drafted” them — see Saving and reusing patient lists.

Opening a campaign

• Click a draft row to reopen the wizard where you left off.
• Click a sent campaign to open its detail page (/app/campaigns/<id>), the only place with real per-campaign results — see Reading a single campaign’s results.

Row actions

The three-dot (kebab) menu in the Actions column offers:

• View Details — open the campaign detail page.
• Edit — drafts only; reopens the wizard.
• Reuse (Duplicate) — start a new campaign from this one.
• Delete — opens a Delete Campaign confirmation (“This action cannot be undone”) with Cancel and Delete.

Start here

1. Create your first campaign — the New Campaign wizard.
2. Choose recipients well — the targeting is the campaign.
3. Read a campaign’s results and make the next one better.

Tip

Campaigns are for many patients at once. For automatic per-patient messages triggered by events, use Workflows instead.