To create a new announcement, navigate to your RecallMax Dashboard and from the left side menu, select Create/List option (1) under the Announcements section header and then New Announcement (2).

Any previously created announcements will be
visible here (3)

Start by entering the announcement name(1) and then click on Custom Layout (2).

Important note:

If you’re using a marketing piece for your announcement, the document will be imbedded in the announcement message. not be sent as an Email attachment.

Now you’ll see your Current Layout (1) and Sections (2) and Header and Footer. We’re creating a single topic announcement so we’ll click and drag the 1 Topic section over to the layout. You can add more than one section and remove sections by clicking the garbage can button.

When you’re happy with your layout, click Next (3)

In the top left hand corner of this next page, you’ll see the Name of your Announcement (1) and 5 navigation buttons (2).

These are the steps you’ll follow to design, build and schedule the delivery of your announcement.

If you wish to change any of your design elements, you can always go back to a previous element by clicking on that navigation item.

On this first Style page you’ll be able to choose the colors for your announcement.

You’ll notice that selecting a color palate (1) changes the look of your entire announcement.

On this page you can also choose to customize individual sections such as background, header, footer and border color by clicking on that individual element in the design window (2). Clicking on any of these elements will display different options for that feature.

Since this is a summer related message, we chose White as the Color Palette from the drop down menu (1) and then the yellow swatch from the options below (2) and changed our font to Verdana (3). This is where you can also elect a background color or image (4).

Have some fun, click around until you find the options that best reflect the mood of your message!

When you’re happy with your Style, click Next.

That takes you to the Content/Image page.

As before, click on an element in the main design window to customize that element.

You can upload and edit an image from your computer by selecting Custom Image (1) but for this example, we’ll select Default Images->Seasons->Summer Tour (2) which then updates the announcement display.

You’ll ALSO see that you have 2 additional options to Edit Image and Add/Edit Text on Image. (3)

We clicked the Add/Edit Text on Image button and added the text “Wait, before you leave… text.

You can also adjust the color, font color and size, opacity and style.

Click Save and…

…we’re back to the Content/Images page and the image and added text is displayed in the layout (1).

Now let’s finish the message by clicking on the test area below the image (2)

First, we’ll add a custom tag to add the patient first name to the message (1) and then add the text, “Don’t forget to call and book an appointment before you leave for summer holidays or click the button below to request an appointment” and then click the Show Button(s) below option. (2). Now we’ll customize the actions of the button we’ve just created.

Start by clicking on the button (1) which brings up the options panel on the right. (2).

Here you can customize the alignment of the button, font and font size.

Since this is a Book Appointment button, we’ll add the text (1), the link (URL) you want the user to see once the button is pressed). (2) and then use the dropper to sample complementary colors from the image for the text and background colors (3).

Feel free to a second button here if you like! (4)

Next up, the Footer!

On this page, you can customize your footer style to display different information and select the social media icons you want displayed in your announcement.

This is where you’ll be able to add a Description (1) (for your reference only), define who you want the announcement Sent To (2), and Patient Age range (3).

You can also specify delivery to patients of Selected Providers (4) Email subject (5), Send Date and Time (6),

Remember you can also Preview or do a Send Test to yourself by clicking the buttons at the bottom of the page (7).

When you’re ready to proceed, click the Ready to Send button.

Please be sure to read the compliance notice and then click
Send Announcement!

That’s it, you’re done!

You can also click back to the Announcements List page to view a list of your announcements and other vital information including Status, Send Date, number of Opens, etc,.

Clicking on the drop down menu allows you to filter the View of your announcements for easier navigation.