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Patients Accelerator Recordings
Patients Accelerator Recordings
Module 3: Campaigns & Automations
Monthly Campaigns Overview
Where to find campaigns (Christmas, New Year, Re-activation, Referral, etc.)
How to clone and rename a workflow/campaign
How to launch your campaign
Editing SMS & Email Templates
Customizing text, offers, and links & Adding merge fields (e.g. {{contact.first_name}})
Automations 101
How automations work (triggers → actions)
How to pause or edit an automation safely
