Launching & Marketing Your Plans

Launching & Marketing Your Plans

1. Sending Email & Text Blasts

Informing ALL your patients of your membership plans is a great way to get immediate members. We've written the email and text blasts for you. You'll find our templates under the Marketing tab, accessible in your left menu bar. 

Look for a link that says: Launch Email & Text Blasts

and click on the download button to view our templates in word format. Customize the text you wish to send out and be sure to include a link to your office's patient sign up page. 

Want us to send email blasts for you? Upload a list or report of all your patient's names, date of birth, email and phone number and we'll send your patients an email blast that invites them to click a link (your patient sign up page)  to learn more about your plans. We recommend sending email and text blasts at least 4 times per year, or once per quarter. 

2. Printing & Displaying QR Code Signs

Simply click on the Marketing tab in the left menu bar and you'll be directed to our Success Hub. You'll find these QR code signs ready to go. Download, print, and display all over your office. 

3. Building Your Membership Plans into Your Website

Who manages your website? You'll want to email this company the link to your patient sign up page. Instruct this company to build this link or page into your website as an iFrame. This keeps a user on your website and allows them to view your plan details and enroll themselves as a member. You'll want your web team to build this link into multiple areas on your website. There should be call-to-action messaging on your home page and information about membership plans should be one of the first things a user sees when they land on your website. "No insurance? Our patients don't need it, click HERE to discover why!" or "Become a Member at our office and save with our Membership Plans!" 

Find your link to your patient sign up page under the marketing tab, or click on HELP on the lower left and you'll find it as a quick link. Copy/paste the URL to send to your web developing team. 


Need more help? Email us: Success@vision-hq.com 

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