Back to School Campaign Setup

Overview

The Back to School Campaign helps your practice attract families during the school season with a special voucher offer, supported by pre-built marketing assets. PXME provides the full infrastructure so you can launch quickly with minimal setup.

Step 1: Edit Templates

Email Templates

• Go to Marketing → Emails → Templates.

• Open the Back to School folder.

• Edit all templates labeled [EDIT] by:

  • Updating text with your office details.

  • Swapping images if desired.

  • Ensuring voucher details are correct.

SMS Templates

• Go to Marketing → Snippets → Back to School Folder.

• Edit all [EDIT] SMS messages.

Step 2: Edit the Back to School Funnel

1. Go to Sites → Funnels → Back to School.

2. Select the Back to School funnel and click Edit.

3. Update:

   • Offer details (e.g., $47 Scan & Consultation with a school supply donation).

   • Headlines and body copy.

   • Images and branding.

   • Thank-you page content.

4. Publish your funnel:

   • Either click Publish → choose domain → Save, or

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

Step 3: Update Custom Values

Go to Settings → Custom Values and update:

• Back to School Offer Title → e.g., “$47 Scan & Consultation + School Supply Donation”

• Back to School Expiration Date

• Back to School Landing Page Link → paste your published funnel link

• Appointment Link → your EHR or scheduling system link

Step 4: Review Automations

1. Go to Automations → Back to School Campaign.

2. Open the campaign workflow.

3. Confirm that:

   • All emails and SMS are using the correct updated templates.

   • Links are pulling from the correct custom values.

   • Any optional Google Sheet or Slack actions are configured (or removed).

Step 5: Test the Campaign

• Submit a test lead through your Back to School funnel.

• Confirm that:

  • The thank-you page loads correctly.

  • Emails and SMS sequences send properly.

  • Links and custom values display the correct offer details.