The Marketing module in DrPro helps you connect with your patients through reminders, promotional campaigns, and updates.
In this guide, you’ll learn how to create, send, and track marketing campaigns directly from your DrPro dashboard.
🎥 Video Walkthrough
(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.)
Step-by-Step Marketing Guide
Step 1: Go to the Marketing Section
From the DrPro Dashboard, open the “Marketing” tab in the main menu.
You’ll see options like SMS Campaigns, Email Campaigns, and Templates.
Step 2: Create a New Campaign
Click on “Create Campaign.”
Select the type of campaign you want to run — SMS, Email, or Notification.
Step 3: Choose Your Audience
Select the target audience from your existing patient list.
You can filter by:
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Appointment Status (e.g., follow-up due)
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Treatment Type
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Last Visit Date
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Specific Doctors or Departments
💡 Tip: Use filters to send more personalized messages for higher engagement.
Step 4: Write Your Message
Enter your campaign message — like a health tip, offer, or reminder.
You can also use pre-designed templates available in DrPro for quick setup.
Example messages:
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“Reminder: Your follow-up appointment with Dr. Mehta is tomorrow at 10 AM.”
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“This Diwali, get 20% off on full body check-ups at DrPro Clinics!”
Step 5: Schedule or Send Campaign
Choose whether to send your message instantly or schedule it for a later date/time.
Click Send Now or Schedule Campaign.
Step 6: Track Campaign Performance
Once sent, you can monitor delivery reports, open rates (for emails), and response metrics directly from the Campaign Report tab.
Troubleshooting Tips
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Message not delivered?
Check patient contact details and ensure valid phone numbers or emails. -
Duplicate messages sent?
Review your recipient list before confirming the campaign. -
Need a reusable format?
Save your message as a Template for future campaigns.
👉 Continue learning with our next guide: How to Manage Reports and Analytics in DrPro
