Triggers
| Name | Status | Enrolled | Goal | Entered By | Last Updated | Actions |
|---|
Showing 1 to 4 of 8 results
Smart Lists
| Name | Status | Patients Enrolled | List Type | Created Date | Actions |
|---|---|---|---|---|---|
| Diabetic Patients Over 40 | Active | 184 | Dynamic | Mar 12, 2026 | |
| New Leads This Month | Active | 76 | Dynamic | Apr 02, 2026 | |
| Missed Annual Wellness Visit | Active | 231 | Dynamic | Feb 18, 2026 | |
| Diabetic Patients Over 40 (copy) | Inactive | 0 | Static | May 14, 2026 | |
| Birthday This Month | Active | 312 | Dynamic | Jan 05, 2026 |
Showing 1 to 5 of 14 results
Create Smart List
Edit Smart List
This Smart list has 42 patients enrolled. Editing the smart list may change the patients enrolled. Do you wish to continue?
Current Matches
128
Added This Week
+12
Total Enrolled
42
Details
List Information
Choose a descriptive name for easy identification
Active
Smart Filters
Estimated matches: 247
How Smart Filters Work
Create filter groups with multiple rules. Contacts must match ALL rules within a group (AND), but only need to match ONE group overall (OR).
1
Filter Group
Within Group: AND
AND
OR
2
Filter Group
Within Group: OR
Preview 400 Patients Match
| Patient | Account# | Last Clinical Visit | Chart# | Practice | Provider | Location | Gender |
|---|---|---|---|---|---|---|---|
John Smith | 339140 | 01/28/2025 | 33614 | Family Me | Aaleem | Asc | Male |
Sarah Johnson | 33614 | 11/14/2022 | 33614 | Family Me | Aaleem | Asc | Female |
Michael Chen | 33584 | 01/28/2025 | 33584 | Family Me | Dr. Jasper | Family | Other |
Emily Rodriguez | 37589 | 11/14/2022 | 37589 | Family Me | Patel | Family | Male |
Robert Wilson | 33995 | 01/28/2025 | 33995 | Family Me | John | Family | Female |
| Name | Phone | Age | Last Visit | |
|---|---|---|---|---|
John Smith | john.smith@email.com | (555) 123-4567 | 43 | May 20, 2023 |
Sarah Johnson | sarah.j@email.com | (555) 234-5678 | 52 | Apr 18, 2026 |
Michael Chen | mchen@email.com | (555) 345-6789 | 48 | Mar 02, 2026 |
Showing 1 to 5 of 42 results
Trigger Details
1
Details
2
Build
Total Enrolled
342
Open Rate
37.8%
Click Rate
18.6%
Reply Rate
12.4%
Engagement over time
Top performing steps
Follow-up SMS
SMS · 335 sent
98.8%
Welcome email
Email · 342 sent
97.9%
Wait 2 days
Wait · 335 entered
100%
Engagement timeline
Peak activity
11:30 AM – 12:00 PM
12a6a12p6p12a
Peak completion
2:00 PM – 4:00 PM
Avg. time-in-flow
3.2 days
0d7d target
Last activity
12 min ago
Channel breakdown
Email
48%
SMS
32%
Tasks
14%
Wait / branch
6%
Goal funnel
Enrolled342 · 100%
Engaged281 · 82.2%
Clicked208 · 60.8%
Goal reached141 · 41.2%
Per-step performance
| Step | Executed | Completed | Failed | Avg. time | Conversion | Actions |
|---|---|---|---|---|---|---|
| Welcome email | 342 | 335 | 7 | 2 min | 97.9% | |
| Wait 2 days | 335 | 335 | 0 | 2 days | 100% | |
| Follow-up SMS | 335 | 331 | 4 | 1 min | 98.8% |
Detailed analytics
All steps · automation-wide Aggregated metrics These figures combine results from every email, SMS, and step in this Trigger. They are not specific to any single asset — open a step from the table above to see per-asset analytics.Engagement
Click-through is 3.4× the industry average
This Trigger
60.8%
Industry avg.Industry averageAnonymized engagement data across 1,200+ Practice EHR Triggers in the same vertical (healthcare). Refreshed monthly. Healthcare CTR baseline is currently
18%.
18%
ConversionConversion rate
(goals reached ÷ Patients enrolled) × 100. Goals are counted when a Patient meets the Trigger's goal criteria inside the lookback window (default 30 days). If no goal is defined, conversion only counts leads whose Status changed to Patient.
41.2%
Time-in-flowAverage time in flowMean elapsed time from enrollment to goal completion or Trigger exit. Includes scheduled waits between steps. Excludes Patients still active in the flow.
3.2d median 2.6
First actionTime to first actionMedian elapsed time between sending the first message in the Trigger and the first recorded recipient action — open, click, or reply.
42m -8m
Unique clicksUnique clicksDistinct Patients who clicked any link in any message from this Trigger. Multiple clicks from the same Patient are counted once.
208
Active windowActive windowTime-of-day band that captured 95% of recorded recipient actions over the last 30 days. The peak marker is the single highest-activity 30-minute slot.
9 AM → 6 PM peak 11:30 AM
12a6a12p6p12a
Delivery
99.6% reached the inboxTrigger delivery rate
(successful deliveries ÷ total send attempts) × 100, aggregated across every email and SMS sent from any step in this Trigger. A send is "delivered" when the receiving server accepts it without bounce or hard error. — engagement grade A−Engagement gradeComposite A+ to F score blending delivery rate, open/read rate, click-through, opt-out rate, and bounce rate against this Trigger's own historical baseline. Updated daily.
Delivered to 340 of 342 Patients
Above target · low opt-outs
Bounce rateBounce rate
(bounced sends ÷ total send attempts) × 100. Includes hard bounces (invalid recipient) and soft bounces (mailbox full, server error). Calculated across every send in the Trigger.
2.1%
Error rateError rate(failed sends ÷ total send attempts) × 100. Internal failures only — API errors, rate-limit drops, template render failures. Excludes recipient-side bounces.
0.4%
Opt-out rateOpt-out rate(unsubscribes ÷ successful deliveries) × 100. Counts one-click email unsubscribes and SMS STOP responses across every message in this Trigger.
0.8%
Audience
Web form drives the most enrollments — but new leads convert hardest
Top sourcesTop sourcesWhere enrolled Patients originated, ranked by share of total enrollments in this Trigger. Pulled from each Patient's
lifecycle_source at enrollment time.
Web form
52%
Manual entry
28%
Import
15%
API / integration
5%
Top converting segmentsTop converting segmentsPatient segments ranked by their conversion rate within this Trigger. Conversion = goal reached during the lookback window. If no goal is defined, conversion only counts leads whose Status changed to Patient. A Patient may belong to multiple segments — they're counted in each.
New leads
48%
Returning
31%
Dormant
22%
Inactive
14%
Live status
Step latency 1.8s
Queue depth 12 jobs
Schedule conflicts 0
DetailsDetails
Name your trigger, pick the list it runs against, and set the cadence. Name your sequence, pick the plan type it runs against, and set the cadence.
Diabetic Patients Over 40
Step 1 of 2 · Fill in the basics, then design the flow.
Sequences
| Name | Status | Steps | Patients Enrolled | Actions |
|---|
Showing 1 to 5 of 42 results
…
Active Campaigns
5
Patients Reached
4,821
Avg. Conversion Rate
18.6%
New Patients
312
Campaigns
| Name | Status | Reached | Conv. | Entered By | Date Range | Actions |
|---|
Showing 1 to 5 of 5 results
Compare campaigns
Side-by-side performance
Head-to-head
All metrics
Asset mix
Campaign Details
—Reached
—
Open rate
—
Click rate
—
Conv. rate
—
Engagement over time
Top performing assets
Engagement timeline
Peak opens
11:00 AM – 1:00 PM
12a6a12p6p12a
Peak clicks
2:00 PM – 4:00 PM
Best day
Tuesday
MTWTFSS
Last activity
28 min ago
Channel breakdown
Goal funnel
Top performing assets
| Asset | Type | Sent | Open rate | Click rate | Conv. | Actions |
|---|
All assets in campaign
| Asset | Type | Status | Sent | Open rate | Click rate | Actions |
|---|
—
Total Patients
—
Engaged
—
Unengaged
—
Converted
—
Patients
| Patient | Status | Opens | Clicks | Replies | Converted |
|---|
Create Campaign
1
Details
2
Assets
Basics
A clear name and a single goal so analytics roll up cleanly.
Schedule
Optional. Leave dates empty to track activity from the first send onward.
Notes for your team
A short brief — context, audience, the result you want.
Attach the emails, SMS, Triggers, sequences, and Patient lists that belong to this campaign. All their analytics will roll up here.
Selected for this campaign
Step 1 of 2 · Name your campaign and set the dates.