Launch a targeted seasonal health‑checkup broadcast on WhatsApp with Ferbz

Below is a step‑by‑step walkthrough of launching a seasonal health‑checkup broadcast from within Ferbz. Imagine Sunrise Family Clinic, a Tier‑2 city practice in Jaipur that wants to promote a “Monsoon Flu Check‑up” for the next two weeks.

1. Top up your wallet

   • From the dashboard, click the Wallet icon (top‑right).
   • Choose a credit pack – Sunrise selects the ₹299 pack (350 credits) via Razorpay. The credits are now available for any broadcast, reminder, or automation.

2. Prepare the WhatsApp template

   • Navigate to Automation → Templates (even though you’ll use a broadcast, templates are stored here).
   • Click Create New Template and select WhatsApp as the channel.
   • Fill in the required fields:
     • Header – “🌧️ Monsoon Flu Check‑up – Limited Slots!”
     • Body – “Hi {{patient_name}}, stay healthy this monsoon. Book a Flu Check‑up before 15 Sept and get 20 % off. Reply YES to confirm.”
     • Footer – “Sunrise Family Clinic, Jaipur – 0141‑123‑4567”
   • Save the template. Ferbz validates it against WhatsApp’s template rules, so no manual re‑work is needed.

3. Build the patient segment

   • Go to Patients → Segments and click Create Segment.
   • Set the filter criteria:
     • Last Visit Date – “between 01 Mar 2024 and 31 Aug 2024” (captures patients who have visited in the past six months).
     • City – “Jaipur”.
     • Custom Tag – “has_chronic_respiratory” (optional, if you have such a tag).
   • The segment shows 237 patients. Rename the segment “Monsoon Flu Candidates”.

4. Open the Broadcast builder

   • Click Broadcasts in the left navigation pane.
   • Press New Broadcast.

5. Configure broadcast details

   • Name – “Monsoon Flu Check‑up – 2024”.
   • Template – select the “Monsoon Flu Check‑up” template you saved earlier.
   • Segment – choose “Monsoon Flu Candidates”. Ferbz automatically pulls the 237 phone numbers.
   • Send Date & Time – set to 02 Sept 2024, 10:00 AM (peak WhatsApp usage time in Tier‑2 cities).
   • Delivery Mode – keep the default “Immediate” (Ferbz will queue the messages at the chosen time).

6. Review credit consumption

   • At the bottom of the screen Ferbz shows Credits Required: 237. Since Sunrise has 350 credits, the broadcast is affordable.

7. Launch the broadcast

   • Click Schedule Broadcast. Ferbz instantly deducts 237 credits, leaving 113 credits in the wallet.

8. Monitor live status

   • Switch to the Reminders board (even though this is a broadcast, the board shows all outgoing WhatsApp messages).
   • You’ll see three columns: Scheduled, Sent, and Failed. As the 10:00 AM send window opens, messages move from Scheduled to Sent, and any delivery failures appear in Failed with error codes.

9. Analyse results

   • After the campaign, go to Reports → Messaging.
   • Filter by Broadcast Name = Monsoon Flu Check‑up – 2024 and date range 02 Sept 2024 – 16 Sept 2024.
   • The report shows:
     • Sent: 237 (100 %)
     • Delivered: 225 (94.9 %)
     • Read: 198 (83.5 %)
     • Replies (YES): 62 (26.2 %) – these are automatically logged as “Appointment confirmed” in the Appointments calendar, creating a booking slot for each replying patient.
   • Revenue impact: 62 bookings × ₹500 average fee = ₹31,000 extra in the two‑week window, directly attributable to the broadcast.

10. Follow‑up automation (optional)

    • If Sunrise wants to nurture the 175 patients who didn’t reply, they can create an Automation journey: trigger “days since broadcast = 3”, send a reminder WhatsApp, then a final “last chance” message on day 7. This uses the same credit model but adds a multi‑step follow‑up without any extra manual effort.

By following these steps, Sunrise Family Clinic turns a seasonal health concern into a measurable revenue stream, all from within Ferbz’s native modules – no external SMS gateway, no spreadsheet‑based mailing list, and no hidden subscription fees.

Time saved – Before Ferbz, Sunrise’s front‑desk staff spent roughly 4 hours each Monday calling 150 patients to invite them for a flu check‑up. After the broadcast, that manual effort drops to under 15 minutes for monitoring replies and confirming appointments.

Revenue recovered – In the month of July, Sunrise recorded 28 % no‑show rate for follow‑up visits, costing an estimated ₹12,600 (₹500 per visit). The monsoon broadcast generated 62 new bookings, offsetting that loss and adding an extra ₹31,000 in revenue – a net uplift of +₹18,400 for a single two‑week campaign.

Higher conversion – The broadcast achieved an 83 % read rate and a 26 % reply‑to‑book rate, far above the industry average of 10–15 % for cold‑call outreach in Tier‑2 cities.

Accurate cost tracking – Because each WhatsApp message consumes a single credit, Sunrise knows exactly how much the campaign cost: 237 credits × ₹0.99 per credit ≈ ₹235. The ROI is therefore ₹31,000 / ₹235 ≈ 132 ×, a clear, quantifiable metric that can be presented to partners or investors.

Compliance and branding – All messages are sent through the official WhatsApp Business API, preserving the clinic’s professional image and complying with GST‑exempt health‑service rules (no tax is levied on the messaging itself).

Scalable for future seasons – Once the template and segment are saved, Sunrise can clone the broadcast for future seasonal campaigns (e.g., “Diabetes Screening – Summer”) with a single click, reducing setup time to under 5 minutes.

In essence, the seasonal health‑checkup broadcast eliminates the tedious phone‑call workflow, converts a seasonal health need into booked visits, and provides transparent, credit‑based costing that aligns directly with the clinic’s cash flow.

Ready to turn seasonal health concerns into booked appointments without the hassle of manual calls? Sign up for a free trial, top up your wallet, and launch your first health‑checkup broadcast in minutes. Visit the dashboard at https://dashboard.ferbz.com/ or drop us a line at support@ferbz.com for a quick walkthrough. Our team is happy to help you set up templates, segment patients, and track ROI—all within the same platform that already powers your billing, appointments, and patient CRM.