ORALZY
How-to

Naya Recare campaign (AI Auto Campaign) kaise banaye?

Patient Care → Follow-ups → Recare Campaigns (owner / admin) → "New Campaign" → "Campaign Name", "Months since last visit" (default 6), "Channel" (WhatsApp rakho), "Run Time (HH:MM, server local)", "Run Days" (MON…SUN), "Message Template" ({{name}}, {{lastVisit}}, {{lastTreatment}}), "🤖 AI personalize each message", "Enabled" → "Save Campaign". Phir card ka "Preview" se dekho kisko jayega.

Where in ORALZY: Patient Care → Follow-ups → Recare Campaigns · Mobile: Patient Care → Follow-ups → Recare Campaigns

Web form me "Enabled (cron will pick this up)" pehle se tick hota hai — clinic ka "Recare / recall campaigns" switch ON hai to campaign agle chune hue din + time par khud chal padega; pehle sirf dekhna ho to untick karke save karo. Naam khaali ho to save nahi hota. Label par "server local" likha hai, par Run Time ab clinic ka IST time hai: 10:00 likho to subah 10 baje (IST) chalega. Koi bhi HH:MM chalta hai — app har 5 minute dekhta hai, isliye 10:07 wala campaign 10:10 tak chal jaata hai. Har chune hue din poori audience ko phir se message jaata hai, isliye kam din chuno. Template me {{name}} = naam, {{lastVisit}} = aakhri visit ki date, {{lastTreatment}} = aakhri treatment ("apni visit" agar koi nahi). Ye 'Growth' add-on ka hissa hai — menu me na dikhe ya 'Upgrade required' / "This needs the Growth add-on" aaye to Setup → Plan & Help → Store se le sakte hain. Mobile: Patient Care → Follow-ups → Recare Campaigns → upar "+" — mobile par bana campaign OFF rehta hai jab tak switch on na karo.

Quick steps

  1. Owner / admin login se Patient Care → Follow-ups → Recare Campaigns kholo
  2. "New Campaign" dabao
  3. Naam, months, Run Time (HH:MM, IST), Run Days aur Message Template bharo
  4. Abhi chalu nahi karna to "Enabled" untick karo
  5. "Save Campaign", phir card ka "Preview"

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