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SMILEVOLVE PLATFORM / MARKETING AUTOMATION

Dental Marketing Automation Software.

Reduce repetitive marketing administration with configurable workflows that support timely, consistent communication.

THE CHALLENGE

Designed for the way dental specialists work.

Manual follow-up can be inconsistent when front-office teams are balancing appointments, calls and patient care.

WHAT IT HELPS YOU DO
  • Automated lead follow-up sequences
  • Email and SMS campaign workflows where enabled
  • Triggers and customer journey organization
IN PRACTICE

A practical specialty dental workflow.

ILLUSTRATIVE WORKFLOW

After an orthodontic consultation inquiry, a configured workflow can send a follow-up message and alert the appropriate team member.

Example only. Actual capabilities depend on configuration, connected channels and staff review. Do not enter patient health information into marketing tools unless appropriate privacy safeguards and agreements are in place.

PACKAGE FIT

Find the right configuration.

Basic automation in Essential; advanced automation in Growth and Complete.

VIEW PACKAGES
WORKS ALONGSIDE

CRM & Communications

Connect related marketing capabilities to build a more consistent practice growth workflow.

Explore CRM & Communications →

See how Marketing Automation fits your practice.

Explore Smilevolve packages or discuss your goals with our team.

PRACTICAL IMPLEMENTATION

How marketing automation supports a specialist practice

A follow-up sequence should reflect the channel, the prospect’s permission and the practice’s capacity to respond. Configure timing, handoffs and opt-outs before using automated email or text messages.

Capabilities and channels depend on the selected package, configuration and third-party services. Confirm availability, consent requirements and responsibilities before enabling a workflow.

EMAIL & SMS AUTOMATION

Understand your communication tools.

Campaigns Pro is included in Growth and Complete for email automation. Proposed SMS allocations are 50 credits/month for Growth and 1,000 for Complete, subject to provisioning, consent requirements and usage charges. These are not paid advertising services.

USAGE & ONBOARDING FAQ