Campaign Schedules & Settings

Getting started with a new campaign in Relevant Outreach requires a few configuration options. Each of these options can be edited later if necessary.

Name

A name for your campaign. Be succinct; you can provide more detail in the description.

Description

A description to help other users understand what your outreach campaign is doing.

Send messages on / Schedule

This setting determines on which days of the week messages will be broadcast. For example, if you are setting up a campaign which you expect will create a lot of volume at the call center, and Friday is already a high-volume call center day, you might wish to exclude Fridays from the campaign schedule.

Note : All broadcasts begin at 12PM ET / 9AM PT on days that a campaign is scheduled to run and for which there are qualifying patients in the audience.

Contact patient at most / Patient contact limit

This setting determines how often to contact qualifying patients from this campaign. For example, you may schedule a campaign for cervical cancer screening to run Monday through Friday. However, you only want to text any given patient once a month, even while they remain due for cervical cancer screening. Setting the patient contact limit to “Monthly” accomplishes this.

Patient contact limit settings include daily, weekly, every two weeks, monthly, every three months, every six months, and once. “Once” means that a given patient will only receive a single text from the campaign.

Note: since months have different lengths, patients may be contacted at slightly different intervals. For example, a campaign that runs on Tuesdays with a Monthly contact limit sends a first message to a patient on the 5/17. That patient will not be contacted again until the Tuesday on or after 6/17. The number of days between these dates can vary depending on the month.

Daily limit

This setting specifies the maximum number of text messages that a campaign will send in one day. For example, if 1,000 patients qualify for a campaign audience, a daily limit of 100 will spread that campaign out over 10 days (100 patients contacted each day). This setting allows health centers to throttle call center volume. The maximum number of messages a campaign can send in one day is 10,000.