2015 user conference portal marketing april 24, 2015 april 25, 2015 presented by: jeannine becker...

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2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing and Business Development Lead General Session

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Page 1: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 User Conference

Portal Marketing April 24, 2015April 25, 2015

Presented by: Jeannine BeckerFacility Training Coordinator

Andrew HibanMarketing and Business Development Lead

General Session

Page 2: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Portal Marketing

Good portal marketing at your practice will lead to higher patient adoption rates and increased user success!

Page 3: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

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

Page 4: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Portal Stages

What stage of the portal are you in?

Page 5: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

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!

Page 6: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

New Portal Users

How do you plan on promoting your portal?

Page 7: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

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

Page 8: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Marketing Tips

▪ Send a mailer▪ e-mail marketing ▪ Social media outlets▪ Online presence▪ Incentives

Page 9: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Incentives

Page 10: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

The common theme here is educating your staff

Page 11: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Methods

Let’s examine methods of promotion:

▪ Materials ▪ Office poster▪ Handout▪ Letter / mailer

▪ Email ▪ Best practices▪ eBlast tools

Page 12: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Promotion Materials

Page 13: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Posters

Page 14: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Handout

Page 15: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Email

We want to send engaging content and capture attention from our audience. This will increasethe likelihood of the email being opened and read.

Page 16: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

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

Page 17: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Things to remember

Page 18: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Email Version (A)

Which email would you read and respond too?

Page 19: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Email Version (B)

Page 20: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Mail Chimp

Page 21: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Lets try it!

Let’s Try It!

Page 22: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Step 1: List of emails

1. Create Patient Demographic List

2. Search3. Send

Messages

Page 23: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Step 2: PMeX

1. Sort groups2. Send

Page 24: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Step 3: Export & Save File

Export List

Page 25: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Step 4: Create Mail Chimp Account

Page 26: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference

Step 5: Upload

Upload CSV file to

Page 27: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

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!!

Page 28: 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing

2015 Office Practicum User Conference