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Marketing newsletters

Content:

Marketing newsletters are a Medflex API that allows partner services to create segments of your patients according to different conditions, for example, «мужчины 35+, не были у стоматолога полгода»and send them personalized messages: promotions, prevention reminders, and birthday greetings.

The functionality differs from the usual trigger mailings:

  • Trigger mailings are automatic reminders for specific events: appointment, appointment, cancellation.
  • Marketing mailings are targeted advertising campaigns by patient segments: promotions, return of the departed, prevention, pre—sales.
At the moment, the functionality is only available to clinics on MIS Medlock. The connection of the remaining IIAs is planned for the next stage, the exact dates have not yet been determined.

How it works

The clinic only needs to enable integration in the personal account of Medflex, switch marketing newsletters in MedLock and conclude an agreement with the service. After that, the service can send requests to Medflex to create patient segments according to the specified parameters. Next, you need to:

  1. Create an audience segment in the partner's service interface. For example,«пациенты, отменившие запись за последние 7 дней и не записавшиеся повторно».
  2. Medflex collects the segment. We access your MIS data and select patients to meet the conditions provided by the API partner, while applying restrictions that protect the client base (for more information, see the section below).
  3. The partner receives temporary patient IDs. They do not contain any personal data and are valid for 24 hours.
  4. The partner requests the contacts immediately before sending them. We provide the name, patronymic, phone number, e-mail and age group — and only at this stage. The partner is prohibited by the agreement from storing this data - they are used only at the time of sending the message.
  5. The partner informs us to whom he sent the newsletter. This is necessary in order not to send the same newsletter to these patients again in the near future.

Which tasks can be closed through marketing newsletters

Below are examples of scenarios that are available through mailing lists. The list of possible cases depends on the technical implementation on the side of the service that you connect.

  • Refund after cancellation of the recording. A patient who cancelled a visit and did not make an appointment again can be asked to return.
  • A reminder of routine prevention. Patients who have not been to a regular checkup for a long time can send a reminder to make an appointment.
  • Happy birthday greetings. To the birthday children who have been to the clinic at least once in the last year — a personal greeting with a gift.
  • Support after completion of the course of treatment. For patients who have completed the course of procedures, supportive visits are recommended.
  • The return «брошенного»of the course of treatment. Patients who started the course and stopped coming are reminded of the importance of continuing.
  • Return «дорогих»of patients. For patients with a high total bill who have not come for a long time — a personal offer.
  • VIP service. For patients with a high average receipt, offers are made on special terms.
  • Different messages for primary and secondary patients. The primary one is the address of the clinic and a list of documents, the secondary one is a short reminder.
  • Informing about a new doctor or service. For patients with related specialties who have not yet used the new service.
  • Reanimation «спящей»of the base. Patients who have not been to the clinic for 1-3 years will receive personalized offers based on their spending history.

Available audience parameters

What parameters can be used to create a patient segment in the Medflex API?:

  • Patient: gender, age group, date of birth (range ±7 days from today), registration period in the IIA database (up to 5 years ago)
  • Admission: medical institution, period of visit (up to 3 years ago), admission status, doctor, specialty, service, number of appointments according to the terms of the block
  • All-time statistics: number of sessions, amount of purchases, average receipt
  • Exceptions: patients to whom a certain newsletter has been sent in the last N days (up to 45); patients who were included in the database during mass import
Important: A partner may not offer clinics all the parameters for creating a segment in their interface. This depends on the implementation on their side.

How patient data is protected

The architecture of the service is designed so that a partner cannot physically copy your patient database.

  • The partner never receives or stores the entire database — only temporary identifiers for a specific segment.
  • The partner receives personal data (name, phone number, e-mail) immediately before sending the newsletter. He is forbidden by the contract to keep them on his side.
  • If a patient's refusal of communication is indicated in the IIA, he is automatically excluded from any sample — the partner does not even know about his existence.

Segment restrictions as of 17.08 (may be revised in the future):

  • The minimum number of patients in the segment is 1
  • The maximum number of patients in the segment is 5% of the total clinic base.
  • The maximum number of patients in all segments for 1 calendar month is 30% of the total clinic base.
  • the maximum number of ready-made segments (you can request patient personal data for distribution) from a partner is 10
  • A partner has a maximum of 100 active segments (not archived).
  • the maximum active segments of the clinic (across all partners) is 100
  • The patient id's "lifetime" is 24 hours

When the limit is reached, the partner receives a corresponding error via the Medflex API.

Which patients will not be transferred to partners in the segments (settings in the MedLock):

  • The patient refused to process personal data
  • The patient has not given permission to send notifications (or has«Отказ от рекламных рассылок»).
  • Patient admission is anonymous
  • The doctor to whom the patient is registered has a ban on sending data.

Frequent questions

How do marketing newsletters differ from trigger ones?

Trigger reminders are automatic reminders for specific events in the IIA: recording, receiving, and canceling. Marketing — targeted campaigns by patient segments: promotions, return of the departed, prevention. They are connected in the same way — via «Магазин интеграций»in your personal account.

Can a partner copy our patient database?

No. The partner receives only temporary identifiers that are valid for 24 hours, and personal data immediately before sending a specific newsletter. The partner is prohibited by the contract from storing this data, and strict limits do not allow unloading the database even in parts.

How much does it cost to connect?

The cost for the clinic is determined by the partner. This is a separate agreement between you and the partner, and Medflex is not involved in it.

On which MIS is the functionality available?

As of today, it's only for Medlock. The connection of the remaining MIS is planned, but the dates have not yet been determined.

Where can I find a list of available partners?

In the Medflex personal account, in the section «Магазин интеграций».

Is it possible to exclude a specific patient from mailing lists?
Yes. If a patient has a communication ban in your MIS, he is automatically excluded from any partner segments. Medflex does not transfer the data of such patients to the service.