2015 user conference portal marketing april 24, 2015 april 25, 2015 presented by: jeannine becker...
TRANSCRIPT
2015 User Conference
Portal Marketing April 24, 2015April 25, 2015
Presented by: Jeannine BeckerFacility Training Coordinator
Andrew HibanMarketing and Business Development Lead
General Session
2015 Office Practicum User Conference
Portal Marketing
Good portal marketing at your practice will lead to higher patient adoption rates and increased user success!
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
2015 Office Practicum User Conference
Portal Stages
What stage of the portal are you in?
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!
2015 Office Practicum User Conference
New Portal Users
How do you plan on promoting your portal?
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
2015 Office Practicum User Conference
Marketing Tips
▪ Send a mailer▪ e-mail marketing ▪ Social media outlets▪ Online presence▪ Incentives
2015 Office Practicum User Conference
Incentives
2015 Office Practicum User Conference
The common theme here is educating your staff
2015 Office Practicum User Conference
Methods
Let’s examine methods of promotion:
▪ Materials ▪ Office poster▪ Handout▪ Letter / mailer
▪ Email ▪ Best practices▪ eBlast tools
2015 Office Practicum User Conference
Promotion Materials
2015 Office Practicum User Conference
Posters
2015 Office Practicum User Conference
Handout
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.
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
2015 Office Practicum User Conference
Things to remember
2015 Office Practicum User Conference
Email Version (A)
Which email would you read and respond too?
2015 Office Practicum User Conference
Email Version (B)
2015 Office Practicum User Conference
Mail Chimp
2015 Office Practicum User Conference
Lets try it!
Let’s Try It!
2015 Office Practicum User Conference
Step 1: List of emails
1. Create Patient Demographic List
2. Search3. Send
Messages
2015 Office Practicum User Conference
Step 2: PMeX
1. Sort groups2. Send
2015 Office Practicum User Conference
Step 3: Export & Save File
Export List
2015 Office Practicum User Conference
Step 4: Create Mail Chimp Account
2015 Office Practicum User Conference
Step 5: Upload
Upload CSV file to
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!!
2015 Office Practicum User Conference