ActiveCampaign Tutorial Videos

Overview

ActiveCampaign is a mass messaging and automated messaging platform, that can be integrated with your Cerbo EHR. Using ActiveCampaign with Cerbo allows you to send out mass messages (e.g., newsletters, special promotions, etc.) to your patients via ActiveCampaign, as well as to create automations to send automated messages (e.g., birthday emails, follow up after an appointment, or automated recall if a patient has not been seen in a period of time). Below are video tutorials that cover common tasks and automations in ActiveCampaign. 

Just a note: The videos below may become outdated as ActiveCampaign makes updates. However, they have a helpful resource center if you'd like to get additional information on how to use Active Campaign. Their help center can be found here.

Related Articles

• ActiveCampaign - About the Integration
• Using ActiveCampaign to Keep an Up-to-Date Active Patients Mailing List (detailed help article - video is below)

Introduction: Using ActiveCampaign Integrated with Cerbo - Contacts, Lists, and Campaigns

A quick note before you get started: If your screen/dashboard looks a little bit different than below, make sure to use the toggle in the top righthand corner that says "Switch to Classic Dashboard" if you prefer that view.

The 10 minute video below gives a brief introduction to how to use ActiveCampaign integrated with your Cerbo account. Including a look at finding and searching contacts in ActiveCampaign, mailing lists, and how to create a Campaign (mass email). 

Happy Birthday Emails

You can use ActiveCampaign with Cerbo to send out an automated email (or SMS message) based on the patient's birthday. This 5 minute video shows how to set that up.

Automated Recall after a Period with No Appointment

You may want to follow up with patients who are disengaged and have not had an appointment in a period of time. You can do that based on a date-based automation that runs based on the Last Appointment Date that syncs over from Cerbo. This 8 minute video reviews how to set up that recall automation.

Automated Follow Up After a Specific Appointment Type

This 6 minute video reviews how to set up an automation to follow up with patients a set amount of time after a certain type of appointment in Cerbo.

Note: the functionality described here depends on your having an active account with ActiveCampaign, a third party system that integrates with your Cerbo EHR.