How to Schedule a Campaign in GetSetPro

The Campaigns feature in GetSetPro enables eye care practitioners to effortlessly schedule marketing campaigns that connect with patients through various channels, including email and social media platforms like Google Business Profile. This step-by-step guide will walk you through mastering campaign scheduling with ease. 

  1. Access the Campaigns Dashboard

    a. From the Dashboard, navigate to the Marketing section.
      
    b. Click the Campaigns feature.

  2. Explore the Campaigns Dashboard


    In the Campaigns Dashboard, you’ll see campaigns categorized into: 
            - Live Campaigns 

            - Future Campaigns
            - Past Campaigns
    You can browse campaigns or use the to locate a specific one.  

  3. Add a New Campaign


    To schedule a new campaign, you have two options:


    Option 1: Clicking the Add Campaign button:

    When you click the   , a dropdown menu will appear, allowing you to select the month in which you want to schedule your campaign.

    Option 2: Adding a Campaign via the "Future Campaigns" Section:

    In the "Future Campaigns" section, each month displays its scheduled campaigns. If a month has no campaign yet, you'll see an "Add Campaign" option.

    Select a campaign from the available templates by either manually browsing through the categories or using the   to quickly locate a specific campaign. These templates are grouped into: 


    - Featured Campaigns 
    - New Campaigns 
    - Optical & Technology 
    - Sales & Promotions 
    - Eye Health 
    - Holidays & Seasonal 
    - Promote Eye Exams 
    - All

    Note: Campaigns are organized based on their popularity for the selected month and specific category.

  4. Preview the Campaign

    After selecting a campaign, you’ll see a detailed preview of all or some of the included materials:

            - Landing Page
            - Email Template
            - Campaign Poster
            - Facebook Cover
            - Facebook Posts
            - Google Business Profile (GBP) Posts
            - Instagram Post

    If the campaign meets your needs, click the  

  5. Configure Campaign Settings

    - Start and End Date
    Specify the start and end dates for your campaign. These dates define when your materials will go live across channels. 

     

    Note: The date is typically pre-filled, usually covering the start and end of the month.

    - Confirm Campaign Channels
    Choose the channels you want to include in the campaign:



    - Email Channel Settings
    You have several options for managing the email channel: 

    EHR Automated   
    If you’re using the Ninja EHR system, contact GetSetPro support to enable the automated email service.  
    Uploaded List 
    Upload your own list of email contacts for this campaign. 
    3rd Party Systems    
    Select your preferred system from the dropdown

    Approval Setting (OPTIONAL)
    If the campaign requires further approval, select 

  6. Finalize and Schedule 

    Once all settings are complete: 
            a. Review your campaign settings.
            b. Clickt to confirm.

    Your campaign is now ready to launch!

    Tips for Success

            - Test Your Campaign: Preview the emails and posts to ensure branding consistency. 
            - Track Performance: Monitor your campaign’s results from the dashboard. 
            - Collaborate with Your Team (OPTIONAL): Use the Approval Needed option for campaigns requiring additional review.