ORALZY
How-to

Marketing AI me naya campaign kaise banaye?

Patient Connect → Campaigns → Marketing AI → "New Campaign": Name, Description, Segment (jaise birthday_today, recall_overdue) chuno, Kind = "Triggered (one-shot)" rakho → "Create". Campaign 'scheduled' banta hai; din me do baar (10:00 aur 17:00 IST) segment ke naye patients ke liye message banakar "📬 Approval Inbox" me rakhta hai — par sirf jab "Marketing campaigns" switch ON ho.

Where in ORALZY: Patient Connect → Campaigns → Marketing AI

Name na ho to 'Name required', segment na ho to 'Pick a segment'. Sirf owner/admin bana sakte hain. Kind me "Recurring" ya "Drip sequence" chunne par save error aata hai — abhi sirf Triggered chalta hai. "Require operator approval…" checkbox se farak nahi padta: har message hamesha pehle Approval Inbox me rukta hai. Template aap nahi chunte — engine segment ke hisaab se best-score template leta hai. Apne aap wala 10:00 / 17:00 run tabhi hota hai jab Setup → Settings → Auto Messages → Patient Messages (on/off) me "Marketing campaigns — allow promotional WhatsApp" ON ho aur clinic trial par na ho; warna 🔄 Run now se hi message bante hain. Ek run me 200 patient tak. Ek patient ko ek campaign se ek hi baar message banta hai, aur jise pichhle 30 din me 2 marketing message ja chuke, use naya nahi banta.

Quick steps

  1. Marketing AI → "New Campaign"
  2. Name likho, Segment chuno
  3. Kind "Triggered (one-shot)" rehne do → "Create"
  4. Baad me "📬 Approval Inbox" me messages approve karo

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