April 24, 2019
Hi everyone! Here it is, the big reveal.. the new RecallMax Announcement Feature!
Follow the 4 easy steps below to learn about this exciting new feature and/or click here for a full video tutorial.
The password to access the video is Announcement.
To begin, navigate to your RecallMax Dashboard.
(If you’re unsure how to access your RecallMax Dashboard, please check with your practice administrator)
Under the Announcements option on the left menu bar, select
1) Create/List and then
2) Click New Announcement.
Announcement Name and Layout
On the Select Announcement Layout page,
1) Enter a Name for your announcement
and then
2) Select your Topic Layout Type.
In the top left hand corner of this next page, you’ll see the Name of your Announcement and you’ll also see 4 navigation buttons.
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.
Step 1 - Pick your Announcement Style
On this first Style page you be able to choose the colors for your announcement.
You’ll notice that selecting a color palate (2) and border style (3) 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 (1).
Since this is a Happy Easter message, we chose Pink as the Color Palette from the drop down menu (1) and then the purple swatch from the options below (2).
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 in the bottom right hand corner.
Step 2 - Content and Images
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 an image from your computer by selecting Custom Image but for this example, we’ll select
Default Images->Holidays->Easter Bunny (who doesn’t love bunnies?) which then updates the announcement display to what you see on the right.
You’ll ALSO see that you have 2 additional options to Edit Image
and Add/Edit Text Image.
What’s THAT about? Keep reading!!
To make this announcement more personal, we’ve used the Add/Edit Text Image option and added the text “Happy Easter from all of Us At Marklan Dental”.
Cool huh?!
Step 2.1 - Adding Calls to Action (Buttons)
You can also add buttons (calls to action) below the text areas!
Let’s say we wanted to let the patients know about the practice’s new web site.
Click a text area in the design window, then (1) Select Show Button(s) below (2) and then click on the button to customize it!
Fun Fact: You can preview your work at any point by clicking the Preview button in the bottom right hand corner.
You can customize the text, colour and background colour of your button.
Don’t forget to add the URL (that’s the link you want the user to see once the button is pressed).
For this example we’ve added Our New Website and added a second button to Book Appt.
You’ll see that we’ve also added further text instructions above the buttons to “Click the buttons to view our website or book an appointment”
Step 2.2 - Adding Custom Text and Tags!
Want to further personalize your message?
You can click any text areas i.e (1) and (2) to write whatever suits your announcement.
Some areas will have different options than others. For example, your header (1) will allow you to add your practice logo.
Whereas in common text areas (2), you can change font styles, colour of text, text alignment and even add patient names!
For this example, we’ve clicked in the text area (2), and selected Insert Tags->Patient First Name, so when the message is sent, it will include the patient’s first name in that place holder.
Now how cool is THAT!?
When you’re ready, click Next to customize your message footer!
Step 3 - Announcement Footer
This is where you can customize the style and content of your footer which contains your business information.
From the pull down menu (1) you can select from 3 different content options and also add in social media icons (2) if enabled in your RecallMax account.
Make your selections and select
Next for the final step!
Step 4 - Schedule your delivery
Now your masterpiece is ready for delivery!
This is where you’ll be able to add a Description (1) (for your reference only, patients wont see this), define who you want the announcement Sent To (2), and Patient Age (3).
You can also specify delivery to patients of Selected Providers (4) Email subject (5), Send Date and Send 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.
This new announcement feature is available to use now and accessible through your RecallMax Dashboard.
If you wish to view a video tutorial for this feature, click here. The password is Announcement.
As always, contact us for more information on these or any of our other features.
Phone: 1-800-651-8603 ext 1,
email: support@recallmax.com
Live text chat at www.recallmax.com
Thanks for using RecallMax!