ClinicSoftware's built-in marketing suite gives you the power to run professional campaigns without needing a separate marketing platform. Send targeted email and SMS campaigns, capture leads with custom forms, run automated re-engagement sequences, and track ROI — all from within your CRM.
How It Works
01
Navigate to Marketing in the main navigation
02
Choose your campaign type: Email, SMS, or Automation
03
Select your target audience using filters from your client database
04
Build your message using the template editor and schedule or send immediately
Key Features
Email Campaign Builder
SMS Bulk Campaigns
Lead Capture Forms
Automated Sequences
Audience Segmentation
Open Rate & Click Tracking
A/B Testing
ROI Dashboard
Google Ads Integration
Facebook Pixel Integration
Pro Tips
Segment your audience by last visit date to create targeted re-booking campaigns
Use the A/B test feature to optimise subject lines before big sends
Track which marketing channel generates the most actual appointments, not just clicks