2015 user conference portal marketing april 24, 2015 april 25, 2015 presented by: jeannine becker...
TRANSCRIPT
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2015 User Conference
Portal Marketing April 24, 2015April 25, 2015
Presented by: Jeannine BeckerFacility Training Coordinator
Andrew HibanMarketing and Business Development Lead
General Session
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2015 Office Practicum User Conference
Portal Marketing
Good portal marketing at your practice will lead to higher patient adoption rates and increased user success!
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2015 Office Practicum User Conference
Portal Marketing
Objectives:
▪ Show and tell▪ Developing a portal marketing
strategy ▪ Tips for effective marketing▪ Review of materials▪ Lets practice
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2015 Office Practicum User Conference
Portal Stages
What stage of the portal are you in?
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2015 Office Practicum User Conference
Current Portal Users
Sharing ideas and collaborating with fellow colleagues
What has worked well?
What has not worked?
What have you wanted to implement that you haven’t gotten around to yet?
lets see some examples!
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2015 Office Practicum User Conference
New Portal Users
How do you plan on promoting your portal?
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2015 Office Practicum User Conference
Marketing Tips
▪Educating ALL staff members▪Hang posters in exam and waiting rooms▪Showcase portal by demonstrating in the waiting room▪Provide information while on hold▪In office and online promotion
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2015 Office Practicum User Conference
Marketing Tips
▪ Send a mailer▪ e-mail marketing ▪ Social media outlets▪ Online presence▪ Incentives
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2015 Office Practicum User Conference
Incentives
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2015 Office Practicum User Conference
The common theme here is educating your staff
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2015 Office Practicum User Conference
Methods
Let’s examine methods of promotion:
▪ Materials ▪ Office poster▪ Handout▪ Letter / mailer
▪ Email ▪ Best practices▪ eBlast tools
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2015 Office Practicum User Conference
Promotion Materials
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2015 Office Practicum User Conference
Posters
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2015 Office Practicum User Conference
Handout
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2015 Office Practicum User Conference
We want to send engaging content and capture attention from our audience. This will increasethe likelihood of the email being opened and read.
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2015 Office Practicum User Conference
Email Marketing 101
Checklist
● Keep it simple and to the point
● Present value
● Choosing the right subject line
● Importance of segmentation
● Call to action “CTA”
● Track, analyze and adjust
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2015 Office Practicum User Conference
Things to remember
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2015 Office Practicum User Conference
Email Version (A)
Which email would you read and respond too?
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2015 Office Practicum User Conference
Email Version (B)
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2015 Office Practicum User Conference
Mail Chimp
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2015 Office Practicum User Conference
Lets try it!
Let’s Try It!
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2015 Office Practicum User Conference
Step 1: List of emails
1. Create Patient Demographic List
2. Search3. Send
Messages
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2015 Office Practicum User Conference
Step 2: PMeX
1. Sort groups2. Send
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2015 Office Practicum User Conference
Step 3: Export & Save File
Export List
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2015 Office Practicum User Conference
Step 4: Create Mail Chimp Account
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2015 Office Practicum User Conference
Step 5: Upload
Upload CSV file to
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2015 Office Practicum User Conference
Step 6: Create email
Design your email template.
Write a short message on the benefits and importance of the portal.
Start with and connect with parents.
Increase portal adoption!!
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2015 Office Practicum User Conference