Cliniq Apps provides an easy way to manage patient unsubscriptions. You can remove patients either individually or by uploading an email list. Unsubscribing a patient from a specific campaign type (e.g., Type A or B) automatically unsubscribes them from all campaigns that share that type. It’s important to remember to click SAVE after making any changes.
Manual (Individual) Unsubscription
Access Settings
From the Home Page:
Click on Settings and, under Patient, click on Unsubscriptions.
Manage Action
Search for the Patient:
Use the search function to locate the patient by name.
Selection Step:
Tick the box located on the left side; immediately next to it, you'll see the patient's name. This order ensures the patient is properly selected before proceeding.
Click 'Manage':
After ticking the box, click on Manage to proceed with the unsubscription process.
Choose Campaign Type
Select Unsubscription Category:
Tick the box of the unsubscription category you want to unsubscribe the patient from.
This action will remove the patient from all campaigns of that type (for example, unsubscribing from a Type A campaign removes them from all Type A campaigns).
Save Changes
Click Save Changes to finalize the process.
Bulk (List Upload) Unsubscription
Access Settings
From the Home Page:
Click on Settings and, under Patient, select Unsubscriptions.Navigate to Automations:
Once in Unsubscriptions, click on Automations.
Cliniq Apps provides an easy way to manage patient unsubscriptions. You can remove patients either individually or by uploading an email list. Unsubscribing a patient from a specific campaign type (e.g., Type A or B) automatically unsubscribes them from all campaigns that share that type. It’s important to remember to click SAVE after making any changes.
Manual (Individual) Unsubscription
Access Settings
From the Home Page:
Click on Settings and, under Patient, click on Unsubscriptions.
Manage ActionSearch for the Patient:
Use the search function to locate the patient by name.
Selection Step:
Tick the box located on the left side; immediately next to it, you'll see the patient's name. This order ensures the patient is properly selected before proceeding.
Click 'Manage':
After ticking the box, click on Manage to proceed with the unsubscription process.
Choose Campaign Type
Select Unsubscription Category:
Tick the box of the unsubscription category you want to unsubscribe the patient from.
This action will remove the patient from all campaigns of that type (for example, unsubscribing from a Type A campaign removes them from all Type A campaigns).
Save Changes
Click Save Changes to finalize the process.
Bulk (List Upload) Unsubscription
Access Settings
From the Home Page:
Click on Settings and, under Patient, select Unsubscriptions.Navigate to Automations:
Once in Unsubscriptions, click on Automations.
Upload Email List
Prepare and Upload List:
Prepare a list of patient emails and upload the list into the desired campaign.
Select Action
Point to the Automation Name:
Hover your cursor over the automation name and click on the CSV button.
Choose Upload Option:
Add to current list: This option appends the uploaded patients to the existing list of unsubscribers.
Rewrite current list: This option replaces the current unsubscribers with the newly uploaded list.
Optional - Download Unsubscriber List
Download List:
Use the DOWNLOAD UNSUBSCRIPTION button to obtain the current list of unsubscribers for any campaign type.
Organizing CampaignsFor ease of management, it is recommended to group your campaigns by type:
Transactional Campaigns (e.g., DNA rebooker, Cancellation reducer, Appointment reminders):
Assign to Type A.Marketing Campaigns (e.g., Reactivation, Satisfaction, Welcome):
Assign to Type B.
This setup simplifies managing unsubscriptions across similar campaigns.
Additional NotePatients also have the option to unsubscribe using the unsubscription link provided in the emails you send. For a visual overview, you can refer to the accompanying instructional video.
By following these steps, you can efficiently manage and process unsubscriptions within Cliniq Apps.Need Assistance?
If you have any questions or require further support with Cliniq Apps, please chat with us via the Cliniq Apps messenger.
Enjoy growing your practice with Cliniq Apps! 🚀
