How to Set Up and Optimize Your Drop Off Pipeline

Follow these 8 steps to set up and optimize your Drop Off Pipeline with the associated Loom video links to guide you through each phase.

By following these 8 essential steps and utilizing the provided Loom Videos, you’ll be able to efficiently set up and manage your Drop Off Pipeline, ensuring better lead engagement and conversions.

Note: In the ALL drop-off workflows, we have temporarily used an SMS action labeled "Slack Notification" in place of the actual Slack action. This is because the Slack action cannot be added to the workflow until Slack is properly connected. Please ensure that you replace this SMS action with the appropriate Slack action once the integration is complete. Otherwise, the message will be sent directly to the client. A screenshot of the placeholder "Slack Notification" action is attached for your reference.

Drop off Pipelien - Tags List

Pipeline Stage	Tag Name
drop off - not started	drop off - not started care
drop off - course of care	drop off - course of care - feel better
	drop off - course of care - finance or value
	drop off - course of care - ghosting
drop off - not a member	drop off - end course - not starting membership
drop off - member	drop off - wellbeing member - feel better
	drop off - wellbeing member - plateaud
	drop off - wellbeing member - finance or value
	drop off - wellbeing member - ghosted
	drop off - wellbeing member - to as go (no automation)
drop off - 5 month reactivation	drop off - 5 month reactivation email
drop off - no automation	drop off - cust service issue (strike or complaint)
	drop off - patient moving away
	drop off - lost job or redundant
	drop off - poor response to care or referred out
	drop off - iIl health (i.e. cancer)
	drop off - other (only use if other reasons do not apply)

How to Set Up and Optimize Your Drop Off Pipeline

Step 1: Understanding The Drop Off Pipeline

Step 2: Choosing Patient Tags for Automation

Step 3: Setting Up Drop Off Tags in Practice Hub

Step 4: Setting Up Tags (Not Practice Hub) for Other Systems

Step 5: Integrating Slack with Clinic Convert

Step 6: Checking Messaging & Recall Automations

Step 7: Using The Drop Off Pipeline

Step 8: Understanding Tag Removal

Drop off Pipelien - Tags List