Frequently Asked Automated Marketing Questions (FAQs)
Does Kleer have marketing automation?
Yes, Kleer offers marketing automation, allowing you to engage with patients through automated email campaigns, and more. These automated messages are uniquely crafted based on your patients' activity at your practice. Which means you don’t have to write any messages or click send, allowing you to send more personalized emails at the right time. Whether you want to announce your membership plan options or remind patients of your plan offering, this Kleer Intelligence growth tool can help bring your inactive patients back in the door.
How do I add marketing automation to my Kleer membership plan?
This feature is available to all Kleer Pro customers. Not a Kleer Pro customer yet?
Click here to send us an upgrade request.
How do I turn on automated marketing?
Current Kleer Pro customers who have PMS Sync Features enabled can turn on automated marketing by first logging in to their portal, then scrolling to:
- “Product Settings”
- Click “Edit”
- Under “PMS Sync Features” click “Settings” under the Automated Marketing Column
- Check “Allow Automated Marketing to Your Patients”
- Check “Accept Automated Marketing Terms and Conditions”
- Check one or both of the campaign settings to begin marketing to patients.
Within one week eligible patients with valid emails will start to receive emails.
This tool-tip will walk you through step-by-step!
What is automated marketing?
Automated marketing refers to using technology to reduce the creation of manual emails. So, instead of composing an email to your uninsured patients, you can let the Kleer system handle it for you. With Kleer Pro integrated directly to your PMS, it can identify patients that may be a good fit for your membership plan. As a result, your inactive and active patients will receive targeted emails with the information they need. Not only can this help patients remain engaged with your practice, but it can also allow you to gain loyal customers. After all, 80% of consumers are more likely to purchase from brands that create personalized experiences.
How does marketing automation work?
Marketing automation is designed to streamline and automate many of the manual tasks associated with building a marketing strategy. It can help you automate tasks such as email campaigns, segmentation, personalization, and more. Kleer Pro’s automated marketing takes it one step further by tracking response rates, visits, and treatments — measuring the effectiveness of your campaigns and your plan performance. Kleer automatically splits your patients into three segments:
- Uninsured patients with a scheduled visit
- Uninsured patients with unscheduled treatment
- Inactive patients that have not visited your practice in 18+ months
With your permission, Kleer will send personalized emails at optimized times to engage with these patients.
What does marketing automation do?
Marketing automation helps busy practices build a comprehensive marketing strategy around their membership plan, track patient interaction, and measure the impact of marketing activities. Marketing automation helps practices save time, money, and resources by automating mundane tasks such as email marketing, patient segmentation, brand personalization, and analytics. With your approval, Kleer will send personalized emails that engage patients through two of the following automated campaigns:
- Announcement campaign: Five emails across 90 days to non-member patients to announce your membership plan.
- Seasonal campaign: One email each quarter of the year to each non-member patient to remind them of the availability of your membership plan.
Kleer then tracks the response rates and sends you results of each campaign to show you the impact it has on your success.
Here are real results from a real practice using Kleer Pro’s automatic marketing feature:
Over the last 45 days, three announcement email campaigns were sent to customized segments including the practice's active uninsured patients and inactive patients with and without insurance. So far, 22 membership plan sales have been directly linked to this automatic email campaign in only one and a half months.
How do I use marketing automation?
Automated marketing is designed to help streamline and automate your membership plan marketing needs. To use it, you will need to have your PMS Sync Features enabled on the Kleer Pro platform. With PMS Sync enabled and automated marketing turned on, eligible patients will start to receive emails within one week. Kleer will then start to track the performance of your campaigns and adjust your strategy as needed. With PMS sync enabled, leverage additional tools such as automatic payment posting, automatic enrollment, automatic benefit tracking, and more.
Why do I need marketing automation?
Automating the marketing for your membership plan will help grow your practice by engaging with more patients, more often. 89% of your uninsured patients are interested in purchasing a dental care plan - even if they don’t ask about it. Email campaigns are designed by Kleer marketing experts to reach the right patients at the right times to boost your membership plan enrollment. Marketing automation can help you to save time, increase efficiency, and optimize your membership plan campaigns without taking time away from your patients.
How can I use Kleer for marketing automation?
Kleer makes it easy to start automating your marketing campaigns to help you reach your goals. Current Kleer Pro customers who have PMS Sync Features enabled can turn on automated marketing by going to Product Settings after logging in to their portal. View, edit, and select your choice of personalized email campaigns. Kleer Pro will set up segments to target your ideal patients and automate the email campaign. Then, it will track the results - measuring the response rates, patient visits, and treatment completed.
Not a Kleer Pro customer? Start by signing up for a free demo. From there, you can begin to explore all the automation options available through Kleer Pro.
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