Marketing ops: deliver doctor welcome SMS to new patients

Marketing ops miss doctor-specific outreach when package tags are applied manually, leaving patients uninformed before visits. This sends doctor welcome SMS on tag to ensure timely appointment info.

Overview

Marketing ops risk losing pre-appointment engagement when doctor messages aren't delivered after tagging. This workflow routes package-tag events to the correct doctor message and sends a welcome SMS, eliminating missed outreach and improving pre-visit communication.

Notable Features

Send doctor-specific SMS on tag
Route patients by assigned doctor
Log SMS activity to CRM