Sending Welcome Email to Clients - Cornerstone

This article is on how to invite your clients to the Anipanion Pet app via the Email Invitation feature in the Anipanion provider web app.

Anipanion_Zendesk_Logo_v4-Feb-01-2022-07-43-46-35-PM

The Anipanion Email Invitation feature allows you to quickly and easily invite clients in your PIMS to join the Anipanion Pet app and gives them an introduction to your practice's new telehealth offering.

 

 


Step by Step Instructions

Step 1: Log in to the Anipanion Web App.

Step 2: Select the Email Marketing tab under the Marketing section.

Marketing Tab-1

 

Quick Tip: You can also get there by clicking on "Send Welcome Email to Clients" from your Onboarding Checklist. To view your Onboarding Checklist, simply click on the bell notification in the top right corner of your dashboard.

 

Screen Shot 2022-06-08 at 11.28.18 AM

 

Step 3: Use the Filter Tabs along the top of the view to filter the list of pet parents displayed.

  • All - Show all pet parents with an email address.
  • Welcome Email Not Sent - Show only pet parents that have not been sent the welcome email.
  • Welcome Email Sent - Show only pet parents that have been sent the welcome email.
  • Reminder Email Not Sent - Show only pet parents that have not been sent a reminder email. Any pet parent that has already been sent the welcome email can be sent a reminder to use Anipanion.
  • Reminder Email Sent - Show only pet parents that have been sent the reminder email.

Marketing Filter Tabs

 

Step 4: To get ready to send the Welcome Email to your clients, click on the Review and Send button on the right side of the screen.

 

Screen Shot 2022-06-08 at 11.30.43 AM

 

Step 5: To preview the Welcome Email prior to sending, click on the Preview button.

 

Screen Shot 2022-06-08 at 11.45.09 AM

Screen Shot 2022-06-08 at 11.31.48 AM

 

Step 6: When you are ready to send the email click the Send button.

 

Screen Shot 2022-06-08 at 11.32.47 AM

 

A Welcome Email will be sent to your clients with instructions on how to get started as well as their login credentials to access their Anipanion Pet App account. 

 

Screen Shot 2022-06-08 at 11.32.34 AM

 

Note: If your client would like to opt out of having an Anipanion account, they can click on "Thanks but you can delete my Anipanion Pet account" at the bottom of the email.

 

Screen Shot 2022-06-13 at 8.29.36 AM

There will be a final confirmation message before the welcome email goes out.

Marketing Final Confrim

 

You can select Schedule Later from the sidebar on the main page to have the welcome email go out at the time you specify.

Marketing Schedule Time

 

Need some extra support? We're here for you and can't wait to help!

📞/💬 : Phone: (858) 208-0018
📩 : Email: support@anipanion.com
👩‍💻 : Hours: Monday - Friday 9am - 5pm PST