Marketing (Promotions)

The Marketing module allows sending massive campaigns to smart patient segments through different channels: email, SMS, or a combination of both. The route is /manage-marketing/promotions.

Sending channels

• EMAIL: smart email.
• SMS: text message.
• EMAIL_SMS: combination of email and SMS.

Smart segments

The system offers predefined segments to simplify audience selection:

• THIS_MONTH: current month patients.
• LAST_90_DAYS: patients with activity in the last 90 days.
• YEAR_TO_DATE: patients with activity in the last 12 months.

Additionally, a custom audience can be built using the lazy patient table with free search.

Audience limit

The system limits the campaign to a maximum of 500 patients per send (segmentSelectionLimit = 500).

How the screen is organized

The screen combines form, audience and performance snapshot:

• Audience: lazy table with search and audience KPIs.
• Form: message data, channel, scheduling, attachments, tags.
• Performance snapshot: summary of the last sent campaign.

Available actions

• Create campaign: complete the form and send or schedule the send.
• Attach file: add a file to the message.
• Schedule send: choose future date and time.
• Cancel campaign: discard the current form.

Roles and permissions

Access to the module is controlled by the associated submodule's permission (CRM or Marketing according to configuration). Sending and scheduling require write level.

Documented features

Feature	Page
Create marketing campaign	Create marketing campaign
Select audience	Select audience
Schedule send	Schedule campaign send

Operational recommendations

• Segment the audience before writing the message to improve the open rate.
• Use a clear subject and a concise message (minimum 20 characters validated by the system).
• Attach only relevant files; the system validates format and size.
• Schedule massive sends outside peak hours to avoid saturating the email service.

Common errors

Situation	What to do
The system rejects the send	Verify the subject (min 5 characters), the message (min 20) and the audience size (max 500).
The campaign does not arrive	Verify the email or SMS service configuration, and review the audit log.
The audience is emptied when changing segment	Re-apply the segment and review the selection.

Relation with other modules

• Patients: the audience is built from the patients catalog.
• Notifications: the sends trigger logs and can be observed from there.
• Audit log: the sends are recorded with their metrics.