Email templates › Automation workflows › New patient welcome
Industry journeysNew patient welcome email automation
Welcome new patients, explain how to prepare for the first visit, and share useful health tips. Make new patients feel confident and prepared.
How it works
Starts when the tag “new-patient” is added. 3 emails over 15 days.
- Day 0: send “Welcome to our clinic”
Design: Welcome template - Wait 1 day
- Day 1: send “Preparing for your first visit”
Design: Clinic / health tips template - Wait 14 days
- Day 15: send “Your questions, answered”
Design: FAQ digest template
Frequently asked questions
What is a new patient welcome automation?
Welcome new patients, explain how to prepare for the first visit, and share useful health tips. Make new patients feel confident and prepared.
How does the new patient welcome sequence start?
Starts when the tag “new-patient” is added. Each contact then moves through the steps on their own schedule.
How many emails are in the new patient welcome sequence?
It contains 3 emails over 15 days. You can add, remove or reorder steps, change the waiting times and edit every email.
How do I set up this new patient welcome automation?
Create a free ENB Technologies account, go to Automations › New automation and choose “New patient welcome”. It is created with every email designed in your brand. Review it, then click Activate.
Also searched as: new patient welcome email, clinic onboarding emails, first visit instructions, dental practice welcome
At a glance
- Goal: Make new patients feel confident and prepared.
- Trigger: Tag added
- Length: 3 emails over 15 days
- Smart rules: skips people who unsubscribe; waits for double opt-in confirmation