Create a New Email Marketing Campaign

To send an email to many patients or customers at once, you can create a new email marketing campaign. 

1. Within the Weave Portal, select Email Marketing from the left navigation bar
2. Select Campaigns from the dropdown menu
3. Click the New Campaign button in the upper right corner to start your new campaign
4. Next, select Use a Template (default templates included) or Start from Scratch
5. Complete the required fields below

   • Campaign Name: Give this campaign a name that helps you easily identify it

   • Subject: Enter the text you want to show in the ‘Subject’ line of the email

   • Reply To Email: Enter the email address you want replies from recipients to be sent to. This is automatically filled from your Office Email in Use. Currently, Emails are sent from a no-reply email address.

   • Headline: This is the Header for your email and will be at the top of your email’s body

   Note: Use Email Assistant to generate content for your email. See how below.

6. Adding Images: (Optional)
   1. Click the  to add a business Logo
   2. Click the  to add a Banner image to your email. You can select from the Weave image library or upload your own.

   Note: Images must follow these requirements:

   A logo image will resize to a height of 100px. There is no set limit for logo width. The photo will resize best if your image is a height of 200-300px. The image will be shrunk down to 100px tall but will look nice and clear in the campaigns that are sent out.

   Marketing images that you upload to the media gallery for use in your campaigns resize to a width of 640px and a height of 339px. 

   Acceptable formats for all images are .jpg, .png, .img and .jpeg. PDF files are not supported.

7. Complete the Body Text (required).
8. Add a Call to Action Button (optional) if desired
   • For example, if you want them to Visit Website, you can check the box to include a clickable button that will take the recipient to a link of your choice. You will add the URL to the Button Link field.
9. Verify your business information. This will be located in the footer of your campaign. If this is your first campaign you will need to complete the required business information.
10. Click the Preview button to view a preview of what your email will look like
11. (Optional) Click the drop-down arrow to send yourself a test email, it can take a few hours before it is delivered
12. Click Select Recipients to advance to the next screen where you will pick who you want to send your campaign to
13. Choose to send the campaign immediately, or select the dropdown for schedule send options

Using Email Assistant

While creating a new campaign, you can use Email Assistant to quickly generate content with the message you need to get to customers.

1. Within the email campaign editing page, click Email Assistant in the top right corner
2. Type a few ideas in the popup you may want the campaign to include

   Tip: If you’ve already created some content on your own within the campaign editor, check the box next to Include data from this email campaign to have Email Assistant make suggestions from your current content

3. Click Create Email Campaign
4. Choose from the suggested subjects or click in the Subject box to create your own
5. Read through the generated copy and click in the box to make edits

   Tip: You can also use the Email Assistant buttons - Start Over (add new ideas), Shorten, and Regenerate (create new content based on the ideas you’ve already typed in) - to edit the generated content

6. Click Apply to Campaign
7. Continue to edit the email marketing campaign from step 6 above

Frequently Asked Questions

Is it possible to link text within body copy or the banner image?

• Links can be added in the text. Google maps links will populate the address at the bottom of the email.

Is it possible to change the layout of an email campaign?

• It is not possible to move the elements at this time.

Can more than one Call To Action be included?

• Not at this time.

Can a patient sign up to receive marketing emails?

• Not at this time. The office can only send marketing emails to existing patients through the Weave Portal. Patients can opt out if they wish.