Send a Community Outreach Campaign

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Add Member List to SFTP Build Campaign Enabling Campaigns

Let’s review how to create a Campaign to reach your new member list.

Add Member List to SFTP

Each time you receive a new member list and add it to the SFTP exchange folder set up during implementation, be sure to use the same member list format as previous files. Based on the SFTP exchange cadence (typically once per day), Artera will pull the list of members into your Community Outreach Enterprise. You can only create and send the Campaign once that list has been ingested.

How do I know if the list of new members has been added to Artera?

The simplest way to determine if the new members have been populated in your Community Outreach Enterprise is to search for a member (or two) from the new list using the unique Member ID. If you locate the member, you are ready to send the Campaign.

Build Campaign

To create a Community Outreach Campaign for your member lists, follow our Campaigns Overview documentation. Note: Community Outreach messages should be sent as unsecured (ensure the lock icon is open) messages.

Use the messaging examples below to help craft your Community Outreach Campaign messaging.

Message Examples

Message Type	Message Text
Text - General	Welcome to GetWell Health. We have been assigned as your new primary care provider. Our staff is ready to help you schedule your initial phone consultation. Please reply with your preferred day and time. Thank you!
Text w/ Inbound Automation Configured	Hello, this is GetWell Health. We are your assigned health center and are happy to serve you. The best way to get started is to set up a medical visit. Text back “Appt” or “Appointment.”
Phone	Hello, I want to welcome you to GetWell Health. We have been assigned as your new primary care provider by your health care plan. Our staff is ready to help you schedule your initial phone consultation. Please call us at {wellPhone} to schedule. Thank you and have a wonderful day!
Child	Welcome to GetWell Health! Our records show that your child has been assigned to our clinic by their health plan. That means when they don't feel well or need a check-up, they should come to us! Please respond to this text or call us at {wellPhone} to schedule an appointment. Thank you!

Enabling Campaigns

Once you have saved your Campaign, remember it must be enabled.

Delete

Send Order and Pausing Campaigns

Campaigns do not respect the order of the IDs listed in the CSV file. The send order is randomized and we do not have a way to identify who has or has not already received the Campaign from within Artera. For this reason, we do not recommend pausing and restarting the Campaign. This is because once a Campaign is paused, Artera cannot identify who has already received the Campaign, so it will re-run the entire uploaded list.

outreach effort community engagement member list running pause

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