campaigns

Campaigns

Build a patient segment → preview recipients → queue a campaign run

← Dashboard

Segment Builder

Choose filters and click Preview

Campaign Type

SMS (Twilio) Email (EmailJS)

Sending should be done server-side later. This page queues a campaign + recipient list.

Quick Segments

Filters

Status

Insurance contains

Provider contains

Created date range

Uses meta.createdAt. Leave blank for any date.

Last contacted older than (days)

Uses meta.lastContactedAt (optional field).

Has phone (SMS) Has email (Email)

Requested appointment (requestedAppointment == true) Booked appointment (bookedAppointment == true)

NOT booked (bookedAppointment != true) Exclude Discharged

Message

Campaign Name

Subject (Email only)

Message (supports tokens)

Tokens

{{firstName}} {{lastName}} {{fullName}} {{phone}} {{email}} {{insurance}} {{memberId}} {{status}} {{lastContacted}} {{daysSinceLastContact}} {{referringProvider}} {{referringFacility}} {{reason}} {{createdAt}}

“lastContacted” uses meta.lastContactedAt. If missing, it becomes “Never”.

Preview

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Matched

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Sendable

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Excluded

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Query Summary

{}

Recipients (first 200)

Queue Output

{}