Email Campaign FAQ

Email Campaign FAQ

Why is my campaign reach so low?


Click the “details” on the campaign


Check the counts for the campaign blast


Things to check:
  1. Does the campaign have a subject?
    If there is no subject, Sendgrid will refuse to send the email and it will show up as SendGrid error in the communication log. The campaign shouldn’t save without a subject, but it has somehow happened before and we weren’t able to replicate it.
  2. Is it all consent fails?

    1. check the campaign types

if they’ve copied an old emergency campaign and are no longer in emergency mode, everyone will fail the consent check if no other campaign type is selected.

  1. check the ignore implied settings

when ignore implied is checked off, it requires that the patient have both deliberate email consent and a matching can send checked off. This problem is especially common with converted clinics, as their patients frequently don't have can-sends set properly.


Click the little “More Info” link next to campaign types in the campaign editor to see what consent settings are needed for the patient to get the email.


  1. Are they mostly “no email” fails?

we need to run a sync.

  1. Is the potential number 0? Is it a mailout export?

Check the exported SQL with the “Edit SQL” button. There’s an odd bug where the SQL gets truncated when saving. WB-6588


How do mailout exports work?

  1. VE Reports sends web a name, description and a query

  2. Web will save the query into a campaign with the matching name. It will update the existing campaign if there already is a campaign with the same name or create one if it doesn’t exist

  3. Clinic edits campaign from VC admin to set subject, text, campaign type, etc.

  4. Clinic schedules blast (auto generate or single manual blast)

  5. Web will run the saved query through iParadox to fetch the mailing list each time the mailout goes out. This will grab anyone who matches the query at send time.

How do I send automated birthday wishes?

  1. In VE Reports create new mailout set to “Create Campaign”:


In VE versions older than B11.4.3.LTS, the query will need some adjustment. This has to be done by SOTH user.

Click the Edit SQL button and paste in this in:


SELECT 

  DISTINCT(M.MainID)

FROM 

  MAIN M

WHERE 

  UPPER(M.PATIENTSTATUS) = 'ACTIVE' AND 

  M.MainDeleted = 0 AND 

  (1=1

--RULE #1=Birthday

AND (DATEADD(YEAR,DATEDIFF(YEAR,M.DOB,CURRENT_DATE),M.DOB) = CURRENT_DATE)

ORDER BY 

  M.MainID



  1. Go to VC Admin and configure the campaign

    1. set schedule to daily after the text is finalized.



Patient X didn’t get an email!

Do they show up in the communication Log? 


Yes.

Check the fail reason and last event
  1. consent -> check Can Sends and campaign type

  2. no email -> they’re not on web OR they don’t have email on web. This happens when a patient was created recently or the email was updated recently and they have not been synced. 

  3. If email is marked as sent, check the event. Bounce, rejected and error


No

  1. Is it an export? Check if the query catches the patient. 

  2. Is there another patient with the same email? Campaigns will only send to an email address once.


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