Go to My Dashboards
Click Lost Patient List
Click icon Scenarios 
Click New Scenario
Go to My Dashboards
Click Lost Patient List
Click icon Scenarios
Click New Scenario
Click on pencil to change the campaign start and end date
Select Custom for the Range. Select the start and end date from the datepicker. Campaigns that run quarterly should have a month added to the end date. For example, three text messages are sent 10 Jan, 10 Feb, and 10 Mar plus 1 month where it ends on 10 Apr 2025. That 1 month extra time allows PD to provide a better campaign outcome to the practice.
Click on pencil to change date range when last examined
Select Custom for the Range. It will automatically select the start and end dates. This period can be between 12 and 16 months where the patients have not returned to the practice.
Delete text “Scenario: “ from the title because we want to show “Lost Patient List” in various places like the admin section and pre-approval email that is sent to the practice.
Click the tick to save the title
Click Close and wait for the dashboard to reload
If the practice has multiple branches, check the message for each branch and fix any missing placeholders in the variables section such as text_appointment_link, text_telephone_prefix, text_business_name, etc. In this case, text_appointment_link was missing from Pymble branch. Each branch appointment link must be separated by delimiter pipe “|” as shown
Click icon Refresh to reload the dashboard report. Check again if the message is correct.
Check the column species that it only contains either “Canine” or “Feline” or both “Canine|Feline”. If a species is not meant to be there add it to the Variable text_species_exclude with a “|”. Different practices will use different species. Here is an extensive example, exotic|rodent|avian|guinea pig|rabbit|lapine|native|snake|horse|equine|rat|mouse|bovine|exotics|ruminant|porcine|Ferret|Other|Ovine|Reptile|Goat|Murine|bird
Check the column firstname that the client is not a rescue organisation eg. “Rspca”. If it is a rescue organisation add the “firstname” text to the Variable text_patient_exclude with a “|”
Click on pencil to edit the scenario 
Click on pencil of Enable System Campaign. Set the value to 1 to enable campaign (or 0 to disable it)
Click Save
Click Close
Click on Admin > Super-Admin > Campaigns
Search for the datahub name and campaign. Click on the pencil icon to edit the campaign. Click on the Recurring checkbox to allow the repeat of campaign period, then click Save. The start and end dates of campaign date and last examined date range will be automatically adjusted to the next cycle. In this case, campaign date will be 11 Apr 2025 - 11 Jul 2025 and last examined date range will be 1 Nov 2023 - 31 Jan 2023. If the practice wishes not to continue the campaign trial or end their service all active and upcoming campaigns the system_campaign_enable variable must be set to 0
The first cron job runs daily to process upcoming campaigns and sends the practice a pre-approval email 4 days before the start date. If the cron job runs after the start date due to a connector issue then the campaign send date is +2 days. This allows the practice time to review the patient list and make changes or pause the campaign. If the practice pauses the campaign they must notify PD when to resume it.
The second cron job runs between Tue - Fri to build the campaign messages
The final cron job runs between Tue - Fri to send the campaign messages. Campaign messages are sent between 9am - 5pm.
The cron jobs do not run on public holidays or extended holidays (Easter and Christmas/New Year) where the period is +/- 5 days from the extended holiday.
Add the Marketing Response Email (email of practice where messages are forwarded to), Text Message Forward Number (mobile number of practice where message replies are forwarded to), and Timezone in Setup Wizard > Company Profile Settings. The Text Message Forward Number is optional.
Schedule the Failed and Stop Messages dashboard report to be sent to the practice email monthly on the first day of month. Firstly, add the practice email to Staff table in Setup Wizard
Finally, email the practice using the Post Campaign Setup template https://docs.google.com/document/d/1QTlQu_cLYC6YHXB5Sr5A827XghhZY2QfPz1MpaW3h6I