1. 2015 User Conference Portal Marketing April 24, 2015 April 25, 2015 Presented by: Jeannine Becker Facility Training Coordinator Andrew Hiban Marketing and Business Development Lead General Session

2. 2015 Office Practicum User Conference Portal Marketing Good portal marketing at your practice will lead to higher patient adoption rates and increased user success!

3. 2015 Office Practicum User Conference Portal Marketing Objectives: ▪Show and tell ▪Developing a portal marketing strategy ▪Tips for effective marketing ▪Review of materials ▪Lets practice

4. 2015 Office Practicum User Conference Portal Stages What stage of the portal are you in?

5. 2015 Office Practicum User Conference Current Portal Users Sharing ideas and collaborating with fellow colleagues What has worked well? What has not worked? What have you wanted to implement that you haven’t gotten around to yet? lets see some examples!

6. 2015 Office Practicum User Conference New Portal Users How do you plan on promoting your portal?

7. 2015 Office Practicum User Conference Marketing Tips ▪ Educating ALL staff members ▪ Hang posters in exam and waiting rooms ▪ Showcase portal by demonstrating in the waiting room ▪ Provide information while on hold ▪ In office and online promotion

8. 2015 Office Practicum User Conference Marketing Tips ▪ Send a mailer ▪ e-mail marketing ▪ Social media outlets ▪ Online presence ▪ Incentives

9. 2015 Office Practicum User Conference Incentives

10. 2015 Office Practicum User Conference The common theme here is educating your staff

11. 2015 Office Practicum User Conference Methods Let’s examine methods of promotion: ▪ Materials ▪ Office poster ▪ Handout ▪ Letter / mailer ▪ Email ▪ Best practices ▪ eBlast tools

12. 2015 Office Practicum User Conference Promotion Materials

13. 2015 Office Practicum User Conference Posters

14. 2015 Office Practicum User Conference Handout

15. 2015 Office Practicum User Conference Email We want to send engaging content and capture attention from our audience. This will increase the likelihood of the email being opened and read.

16. 2015 Office Practicum User Conference Email Marketing 101 Checklist ●Keep it simple and to the point ●Present value ●Choosing the right subject line ●Importance of segmentation ●Call to action “CTA” ●Track, analyze and adjust

17. 2015 Office Practicum User Conference Things to remember

18. 2015 Office Practicum User Conference Email Version (A) Which email would you read and respond too?

19. 2015 Office Practicum User Conference Email Version (B)

20. 2015 Office Practicum User Conference Mail Chimp

21. 2015 Office Practicum User Conference Lets try it! Let’s Try It!

22. 2015 Office Practicum User Conference Step 1: List of emails 1.Create Patient Demographic List 2.Search 3.Send Messages

23. 2015 Office Practicum User Conference Step 2: PMeX 1.Sort groups 2.Send

24. 2015 Office Practicum User Conference Step 3: Export & Save File Export List

25. 2015 Office Practicum User Conference Step 4: Create Mail Chimp Account

26. 2015 Office Practicum User Conference Step 5: Upload Upload CSV file to

27. 2015 Office Practicum User Conference Step 6: Create email Design your email template. Write a short message on the benefits and importance of the portal. Start with and connect with parents. Increase portal adoption!!

28. 2015 Office Practicum User Conference