Create marketing campaign

ModuleMarketing (Promotions)

Suggested profileMarketing / Administration

PermissionMarketing submodule: WRITE

StatusValidated

Objective

Create a marketing campaign to send a message to a patient segment by email, SMS or both.

Before starting

• Have the segment or selected patient list.
• Have the message content (subject and body) reviewed.
• If applicable, have the attachment file ready.

Step by step

1. Enter the Marketing (Promotions) module from the side menu.
2. In the Audience section, select the smart segment or customize the selection with the lazy table.
3. Verify that the number of patients is within the limit (max 500).
4. In the Form, enter:
   • Subject (min 5 characters).
   • Preview text (optional).
   • Message (min 20 characters).
   • Sending channel (EMAIL, SMS, EMAIL_SMS).
   • Send now or Schedule for a future date.
   • Tags (optional).
   • Attachment (optional).
5. Confirm with Send or Schedule.

Expected result

• The campaign is registered and sent (or scheduled) to the selected segment.
• The system shows a success message.
• The campaign is reflected in the performance snapshot.

Pending: add screenshot of marketing-campana-01-formulario.png.

Common errors

Situation	What to do
The system rejects the send	Verify subject (min 5), message (min 20) and audience size (max 500).
The campaign is sent but does not arrive	Verify the email or SMS service configuration.
The attachment does not load	Verify the format (PDF, image) and the size.

Suggested permissions

• Write permission on the Marketing submodule.

Operational recommendations

• Before sending, preview the message (when available) to validate the format.
• Segment the audience by patient type (for example, patients with a recent study) to improve relevance.

Relation with other modules

• Patients: the audience comes from the patients catalog.
• Audit log: the send is recorded.
• Notifications: the send can trigger automatic rules.