Setting Up a Voucher Campaign

Overview

Voucher campaigns are one of the most effective ways to attract new families into your practice. PXME makes setup simple by combining pre-built templates, funnels, and automations with your practice’s branding and offer details.

Step 1: Edit Marketing Templates

Email Templates

• Go to Marketing → Emails → Templates.

• Open your Voucher folder.

• Edit any templates labeled [EDIT] by:

  • Swapping placeholder text for your own.

  • Updating offer details.

  • Replacing images with your practice branding.

SMS Templates

• Go to Marketing → Snippets → Voucher Folder.

• Edit all SMS templates labeled [EDIT].

Step 2: Edit the Voucher Funnel

1. Go to Sites → Funnels → Vouchers.

2. Select your Voucher Funnel and click Edit.

3. Update:

   • Headline, copy, and CTA buttons.

   • Images and brand styling.

   • Offer details (e.g., $47 consult & scan with school supply donation).

   • Thank-you page content and instructions.

4. Publish your funnel:

   • Either click Publish → select domain → Save, or

   • Click Save → Funnel Settings → Add domain → Save.

Step 3: Update Custom Values

Go to Settings → Custom Values and update:

• Voucher Offer Title → e.g., “$47 Back-to-School Scan & Consultation”

• Voucher Expiration Date

• Voucher Landing Page Link → paste your published funnel link

• Appointment Link → your EHR or scheduling system link

Step 4: Review Automations

1. Go to Automations → Voucher Campaign.

2. Select the active voucher automation.

3. Review steps to confirm:

   • Emails and SMS align with your updated templates.

   • All links are pulling from the correct custom values.

   • Optional Google Sheet or Slack actions are properly configured (or removed if not in use).

Step 5: Test Your Campaign

• Submit a test voucher claim from your funnel.

• Confirm that:

  • The thank-you page loads correctly.

  • Automations send the correct email and SMS sequences.

  • Links and custom values display properly across all assets.