{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1ce3f8d2af174701b8f3627e09ff40b7\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1ce3f8d2af174701b8f3627e09ff40b7-00001.gif","duration":389.419,"title":"Sending Bulk Messages: Step 1 - Make it","description":"This video demonstrates the first step in sending out bulk messages, which is creating the workflow.\n\nCreating a Workflow in Veloce:\n\nGo to the automation section and open the workflow list.\nUse the customizable marketing campaign or the Innate workflow templates.\nChoose the type of priority (email, text, or patient preference) and the action type (one-time or recurring).\nDuplicate a workflow template and customize it (e.g., for July 4th, 2024).\nInsert your custom message text in the appropriate fields, ensuring to save each action.\nTranslate the message if needed, while keeping tags in English.\nCustomize the email content and subject, and save the action.\nPublish the workflow to make it ready for sending.\nAdditional Workflow Settings:\n\nThe workflow logic considers contact preferences and time constraints to avoid sending messages at inappropriate times.\nIf sending from Innate, add a star to the workflow name to make it visible in Innate.\nFollowing these steps ensures your bulk message workflow is set up correctly and ready for the next stages."}