Campaigns Main Page

Messaging Module in DentaLore offers user many functions that help him to send messages (SMS abd/or Email) to patients, Track these messages, Create campaigns and Create groups to sent campaigns for.

Campaigns View
To Access the Campaigns View, follow the following:

  • Expand Messaging menu then select Marketing >> “Campaigns”.

“Campaigns” Main page contains the following sections:
1- Search Area
This field is a Search box at the upper right side of the page that enables user to search for a specific campaign using the campaign’s name. 

2- Campaigns Grid View
Grid view lists all of the defined campaigns in system and an “Add” button to add new campaigns. 
For more information about adding new campaigns, Check: Configure Campaign.
– Columns of grid view are:

  • Transactions Column
    Contains 2 different actions: View and Delete.
    – “View” icon of New Campaign: User will be directed to the “Edit Campaign” Page in order to update any of the required fields.
    – “View” icon of a Sent Campaign: User will be directed to the “View Results” Page in order to show the result of sent campaign.
    – “Delete” icon: Popup “Delete Campaign” opens to confirm or cancel the deletion of selected campaign.
  • Name
    – Is the campaign’s name.
  • Contacts
    – Is the number of contacts added in the group that’s selected in the campaign for sending the message (SMS and/or Emai) for them.
  • Created On
    – Is the date and time when the campaign has first created.
  • Created By
    – Is the name of user who first created the campaign.
  • Updated On
    – Is the date and time when the campaign has last updated.
  • Updated By
    – Is the name of user who last updated the campaign.
  • Sent On
    – Is the date and time when the campaign has last sent.
  • Sent By
    – Is the name of user who last sent the campaign.
  • Status
    – Is the campaign’s status.

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