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Birthday Email Automation for Inactive Patients
Birthday Email Automation for Inactive Patients

Re-engage inactive patients on their birthdays with automated, incentive-driven emails urging appointment bookings. Boost retention now!

Flori avatar
Written by Flori
Updated yesterday

In today’s competitive healthcare landscape, re-engaging inactive patients is key to sustaining a thriving practice. Patients who haven't visited the clinic in at least a month represent an untapped opportunity. Research indicates that targeted reactivation campaigns can boost appointment bookings by up to 20%, and including a special incentive can significantly improve conversion rates. This article provides a sample email script designed for inactive patients celebrating their birthday, complete with a call-to-action, incentive, and urgency. It also includes a space for a video tutorial on how to set up this effective automation.


Sample Email Script

Subject: We Miss You, {FIRSTNAME}! Celebrate Your Birthday with a Special Offer!


Email Body:

Dear {FIRSTNAME},

Happy Birthday! Today is all about celebrating you. We hope your day is filled with joy, laughter, and wonderful moments.

Sample Image:

Happy Birthday Images – Browse 5,069,165 Stock Photos, Vectors, and Video |  Adobe Stock


To celebrate your special day, we’re excited to offer you an exclusive birthday incentive: book your appointment within the next 7 days and enjoy a 15% discount on your next visit! Don’t miss this limited-time offer—your health and happiness are our top priorities.

Warm regards,

[Your Clinic Name]
[Contact Information]


Things to understand before watching the video:

Things to understand before watching the video:

  1. Unsubscription Category: Click the button below for the video explanation of unsubscription category.

  2. Timing Summary:

Default timing: Patients receive the birthday message at 10:00 AM Melbourne time.
If campaign delay is set to 1 hour: Patients receive the message at 11:00 AM Melbourne time.

For European-based practices: It is recommended to set the campaign to send the message 8-9 hours after the initial step, to account for the time zone difference.

For a detailed, step-by-step guide on setting up this birthday automation, please watch the video below:


Implementing this automated birthday email system for inactive patients is a powerful strategy to re-engage those who have been away for a while. By sending personalized, urgency-driven messages with an enticing incentive on their birthday, you remind patients that they are valued and motivate them to book an appointment. Embrace this automation to enhance patient retention, boost your clinic’s performance, and build stronger relationships with your patients.


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