Campaign Manager

/modules/campaign-manager

Page purpose (designer & content owners — read first)

This page positions Campaign Manager as Primoro’s practice‑owned marketing engine — enabling practices to design, automate, and measure patient marketing without third‑party tools and without fragmenting data.

It is not:

• a generic email blast tool
• a clinical recall or statutory outreach system
• a bolt‑on marketing platform with separate logins

It must communicate:

• Campaign Manager is an optional ROADMAP module in Primoro’s Conversions suite
• Campaigns are event‑driven, automated, and measurable end‑to‑end
• Marketing and conversion workflows operate on one shared data layer
• The Primoro patient mobile app is the default delivery surface
• AI supports planning and optimisation — humans always approve and remain in control

Tone: confident, structured, modern. Automated — not spammy.

Hero

Campaign Manager — marketing that converts, automatically

Automate, personalise, and measure every patient campaign — from first enquiry to booked treatment.

Run multi‑channel campaigns across email, SMS, WhatsApp, and the Primoro patient app, triggered by real patient events and tracked all the way to conversion — with no external tools required.

CTAs → Request a demo (/request-a-demo) → Explore the Primoro Platform

What Campaign Manager does

Campaign Manager is Primoro’s built‑in marketing automation module for dental practices.

It allows teams to:

• design automated campaigns, journeys, and newsletters
• trigger campaigns based on real patient and lead events
• build and manage newsletters directly inside Primoro
• deliver messages across multiple channels with app‑first logic
• stop or adapt campaigns automatically when patients book or convert
• track engagement, conversion, and ROI inside the same system

There is no importing, exporting, or duplication of data. All contacts, content, engagement, and results remain fully contained within the Primoro secure ecosystem.

All campaigns are delivered through the Communication Hub and stored against the shared patient record.

One system. One timeline. Real outcomes.

What it helps your practice achieve

• Automatically welcome and onboard new patients
• Nurture undecided leads until they are ready to proceed
• Re‑engage inactive patients at the right time
• Promote treatments without manual chasing
• Coordinate marketing with the treatment conversion workflow
• Prove which campaigns actually drive accepted treatment

Campaign Manager turns marketing into a structured conversion driver, not guesswork.

Who it’s for

• practice owners and business directors
• marketing managers and leads
• treatment co‑ordinators
• practice managers
• group and multi‑site operators

Access and approvals are governed through role‑based permissions.

Core capabilities

1) Event‑triggered automation (set‑and‑forget)

Launch campaigns automatically based on real activity, including:

• new enquiries or leads
• engagement milestones
• completed or declined treatment outcomes
• inactivity or drop‑off signals

Once configured, campaigns run consistently with zero staff intervention.

2) Multi‑channel delivery (app‑first by design)

Campaign Manager delivers messages across multiple channels — with the Primoro patient mobile app as the default surface.

Delivery follows intelligent channel prioritisation:

• Primoro mobile app (default) — persistent in‑app notifications and content
• WhatsApp — if the app is not installed or active
• SMS — where WhatsApp is unavailable
• Email — for longer‑form content when required

Each patient receives a message once, via the best available channel, with no duplication.

3) Automated welcome packs & onboarding (app‑first)

Automatically send personalised welcome content when patients first engage.

Includes:

• appointment‑type triggers
• personalised PDFs generated from patient context
• intelligent app‑first delivery with clear fallbacks

Documents delivered via the app remain accessible long‑term and are visible to the team via the patient record.

4) Lead nurture & drip campaigns

Automatically nurture undecided patients using structured drip campaigns.

Campaigns:

• pause automatically if a patient books
• stop immediately if treatment is accepted or declined

This prevents mixed messaging and ensures relevance at every step.

5) Journey orchestration (marketing journeys only)

Design multi‑step marketing journeys that combine:

• promotional campaigns
• lead‑nurture sequences
• timed follow‑ups

Journeys default to in‑app delivery, creating a single continuous marketing experience.

Journeys adapt automatically based on patient behaviour.

6) Personalised content & persistent documents

Campaigns support personalised:

• messages
• PDFs (welcome packs, brochures, guides)
• trackable short links

Delivered content remains persistently available in the Primoro app and on the patient timeline.

7) Built‑in tracking, attribution & ROI

Track campaigns end‑to‑end:

send → open → interact → convert

Includes:

• engagement metrics
• campaign‑to‑conversion attribution
• ROI and cost‑per‑conversion visibility

No third‑party analytics tools required.

8) AI‑assisted optimisation (human‑controlled)

AI supports marketing teams by:

• suggesting subject lines and content improvements
• recommending optimal send times
• proposing audience refinements

AI never sends campaigns automatically. All actions require human approval.

How it fits within Primoro

Campaign Manager works alongside:

• Communication Hub (CORE → Communication)
• Treatment Pipeline (ROADMAP → Conversions)
• Smart Treatment Proposals (ROADMAP → Conversions)
• Performance Dashboards (ROADMAP → Performance)
• Recall & Reconnect (ROADMAP → Loyalty)
• AI Guardian (ROADMAP → Intelligence)

Together, these modules form a connected conversion and engagement flow.

Governance, consent & compliance

Campaign Manager is designed for regulated healthcare environments:

• role‑based permissions and approvals
• full audit trails of all sends
• GDPR‑aligned consent management
• channel‑level opt‑in and opt‑out handling
• automatic unsubscribe processing

Marketing power — with clinical‑grade control.

Frequently asked questions

Is Campaign Manager a replacement for tools like Mailchimp or CRM marketing add‑ons?

Yes. Campaign Manager replaces third‑party marketing tools by running campaigns, journeys, and newsletters entirely inside Primoro.

Does patient data ever leave Primoro?

No. There are no exports, syncs, or external contact lists. All data remains inside the Primoro secure ecosystem.

Does this handle recalls or statutory reminders?

No. Clinical recalls and mandatory outreach are handled by Recall & Reconnect (ROADMAP → Loyalty).

Is AI sending messages automatically?

No. AI assists with planning and optimisation only. Humans always remain in control.

Roadmap — coming next

Campaign Manager will expand to include:

• centralised paid advertising management
• deeper campaign‑to‑conversion attribution
• expanded offline campaign delivery (e.g. physical mail)

Clinical recalls and statutory outreach remain owned by Recall & Reconnect.

Final CTA

Turn marketing activity into measurable conversion — without extra tools.

→ Request a demo (/request-a-demo) → Explore the Primoro Platform

v1.0 — Module page aligned to:

• ROADMAP → Conversions suite
• Canonical Primoro module naming
• Primoro Design Standard