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Role guide

Marketing guide

Reviews, feedback and campaigns; touches no clinical record at all.

The demo opens as Karan Mehta, with invented patients. Campaigns, the clinic’s public page, and the reviews coming in.
  • Every review answered
  • Campaigns measured by the patients they bring
  • Feedback turned into fixes
Your front door

Where the marketing lands

Signing in as a marketing opens Marketing today first. The sidebar keeps the screens below one click away; what you can open is whatever your practice’s role for you allows.

  • Marketing today /home/marketingEnquiries by source, conversion, reviews and their trend, campaigns and referral revenue
  • Review replies /reputationAll your reviews in one place, answered
  • Reviews /reviewsAsk happy patients for Google reviews
  • Visit surveys /surveysAsk patients how the visit went
  • Campaigns /campaignsSend campaigns to consented patients and track bookings
  • CRM /crm-deskSend campaigns to consented patients and track bookings
  • Insights /insightsThe whole business on one screen
Everyday apps

Apps a marketing uses

Review InboxAll your reviews in one place, answeredReviewMagnetAsk happy patients for Google reviewsSurveyPulseAsk patients how the visit wentCampaignHQSend campaigns to consented patients and track bookingsInsightsThe whole business on one screen
Rain

What to ask Rain

Rain is the assistant in every screen, by voice or text. These are requests the assistant is taught for this role. It reads only what you may read, and anything that changes a record comes back as a card you confirm.

  • “Open the review inbox”
  • “How many new Google reviews came in this week?”
  • “Show feedback surveys”
  • “Open campaigns”
  • “How did the diabetes camp campaign perform?”
  • “Open the CRM”
  • “Show automations”
  • “Show review requests”

What Rain prepares for a marketing to confirm: create a to-do for yourself, a colleague or a team; mark one of your to-dos (or your team’s) done; log a new enquiry (lead) with a name and phone number; mark an enquiry as contacted, with what was said.

Say “Brief me” for a spoken summary of your day. More in the Rain guide and on what each role says.

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