Engage Dormant and Uninsured Dental Patients with Kleer's Automated Marketing Feature
You can opt-in to Kleer’s automated marketing feature directly in your Practice Portal. When you enable this feature Kleer's proprietary integration solution automatically identifies patients in your practice management software (PMS) that are a good fit for your membership plan, which includes:
- Active (visited your practice in the last year) Uninsured (no insurance)
- Dormant (not active) Uninsured
- Dormant Insured (have record of an insurer, but it has likely changed)
With your permission, Kleer will send personalized emails that engage patients through two of the following automated campaigns:
- Announcement Campaign: Five emails across 90 days to non-member patients to announce your membership plan.
- Seasonal Campaign: One email each quarter of the year to each non-member patient to remind them of the availability of your membership plan offering.
Kleer also tracks the response rates and results of each campaign to show you the impact it has on your success.
How to turn on automated marketing:
Current Kleer Pro customers who have PMS Sync Features enabled can turn on automated marketing by going to:
- “Product Settings”
- Click “Edit”
- Under “PMS Sync Features” click “Settings” under the Automated Marketing Column
- Check “Allow Automated Marketing to Your Patients”
- Check “Accept Automated Marketing Terms and Conditions”
- Check one or both of the campaign settings to begin marketing to patients.
Within a week eligible patients with valid emails will start to receive emails.
Put your brand front and center:
If your practice has Brand Personalization enabled, all email communication will be custom branded accordingly.
If nothing is preset OR Brand Personalization is disabled in your Kleer Portal, neutral branding will be applied, but your practice’s information will still be used (name, landing page, etc).
How Automated Marketing will Impact your Growth
- It drives engagement across the patient spectrum. Campaigns are designed to be highly targeted based on patient behavior and coverage status — ensuring you're reaching the right patient at the right time to boost membership plan enrollment.
- It delivers consistent compelling messaging with one click. Streamline your workflow, optimize your time, and minimize manual effort — helping you to grow your membership plan without taking away from patient care.
- It reengages more qualified patients. 89% of uninsured patients are interested in purchasing a dental care plan — even if they don't articulate it. Kleer will unlock the potential of those patients, turning them into life-long members.
Behind the Numbers of Automated Marketing
Kleer regularly runs extensive tests and pilots to ensure new applications work properly and scale across 90%+ of all PMS systems. Kleer's automated marketing pilot included 4 geographically diverse practices with well established membership plans with at least 40 members. Over the course of the three month "announcement campaign" practices achieved the following results:
- 11 membership sales (on average) that could be directly tied back to email marketing through tracking each patient email “open” and “click” action.
- A 55% increase (on average) in membership sales during the time of the email marketing campaign.
- 70% of new memberships sold (on average) came from the Active Uninsureds segment.
*Results were measured from the 4 practices and do not necessarily reflect results that would occur for every practice.
Get Started Today
This feature is available to all Kleer Pro Customers.
- Not a Kleer Pro Customer?
- Click here to send us an upgrade request.
- Non-Existing Customers
- Request your demo here to learn more about Kleer’s software and capabilities.
Related resources
Blog
DIY dental membership plan vs. the Kleer and Membersy solution: Which is right for you?
How you participate with dental coverage impacts everything important to you — from how your patients access and afford care to how you get paid.
09 Aug 2024
Read more
Get started, today.
Our experts will show you how our advanced, cloud-based membership plan platform—coupled with resources, tools and support from the experts at Kleer, can bring your practice phenomenal results.
+
more visits
+
more treatment accepted
+
more production
+
more collections