Send Automated Birthday Card Email Campaigns To Your Clients

Posted on September 21, 2018 by Holly Jensen

Keeping in constant contact with your clients is super important for client retention. Using the Drip-Education Email System can help you establish and maintain relationships with your prospects, leads and clients with patient education, birthday greetings, marketing emails and more!

Cash Practice Members have always had the ability to assign birthday campaigns to their Clients and Client Groups, but we’ve improved the process to make it even easier for clients to be assigned to the ‘Birthday Card’ email campaign with the click of a button! Once assigned, the client will automatically receive the birthday email campaign every year on their birthday.

Not only will this help your business save money on postage, but it will also help to save time! Watch the video below to learn more!

For full instructions, Cash Practice Members can check out this article.

About the Author

Holly Jensen has served the chiropractic profession since 2002 as a CA and Office Manager where she oversaw the operations of Dr. Miles Bodzin’s Chiropractic Wellness Center in San Diego, CA. For more than a decade she has continued to serve the chiropractic community as a Professional Speaker and the Chief Operations Officer for Cash Practice® Systems, the software & training company founded by Dr. Bodzin. To date, she has trained thousands of DC’s and CA’s on how to successfully attract, enroll and retain more patients while skyrocketing cash collections.

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