In Animana you can easily send mailings to your clients. We would advise you to create an unsubscribe page on your website where your clients can go to unsubscribe from marketing mailings should they no longer want to receive them. When you receive a notification of a request to unsubscribe…
In Animana you can easily send mailings to your clients. The mailing filters allow you to quickly filter client, patient and product data, so you can send a bulk marketing campaign. This is a great way to inform your clients about new developments or promotions such as a discount campaign,…
In Animana you can easily send mailings to your clients. The mailing filters allow you to quickly filter client, patient and product data, so you can send a bulk marketing campaign. This is a great way to inform your clients about new developments or promotions such as a discount campaign,…
The General Data Protection Regulation (GDPR) defines the rights of the individuals that you need to comply with as a Data Controller. This page links to knowledge base articles that explain how IDEXX Animana can be used to fulfil some of those requirements. Please note that if you have any questions regarding these rights or…
In Animana you can easily send mailings to your clients. The mailing filters allow you to quickly filter client, patient and product data, so you can send a marketing campaign. This is a great way to inform your clients about new developments or promotions such as a discount campaign, a…
Contacts such as clients, referring vets and suppliers can be added by clicking the new contact button on the navigation bar. After reading this article you will be familiar with the add contact process, contact types, and related fields. Step-by-step instructions Click on the icon in the navigation bar. Note…
Animana allows you to capture and manage a wide variety of information about your clients. In the Client Data tab financial information such as bank account numbers, address(es), email addresses, phone numbers and discount information can be stored. You can also manage loyalty programs and client cards from this tab….
Client categories allow you to group contacts together. You will be able to filter on contacts that have been put in a specific category, and either send them a mailing through Animana or export that information into a spreadsheet. For example, you could assign regular clients as a category “Regular…
Communicating with your clients is an important activity that you do all day, every day. One of the great functionalities within Animana is that you can send emails to clients directly from Animana. This article will explain how you can do that. Before you start Step-by-step instructions Go to the…
By law businesses are required to offer their clients an easy way to unsubscribe to email communications. This article will explain how to add a ‘mailto’ link which opens a new email message in your customer’s native email software (the same program they are using to view the sent email),…
Animana offers many great ways to engage your customers with SMS text messages – whether via an automated reminder using a template or a one-off text message from the patient file. What can I use SMS messages for? Appointment reminders: Reduce no-shows: How to improve patient no-show rates How do…
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Animana supports various ways to communicate with your clients. This article will explain how to add either a letter or email template to Animana. Before you start Step-by-step instructions Go to > General Settings > Content Designer. Scroll down and click on the plus icon to add a new letter template….
Communicating with your clients is an important activity that you do all day, every day. Emailing is an important part of that and we want you to get the most out of Animana’s emailing functionality. On this page you will find all the relevant information regarding emailing from Animana. Click…
Year-end; a recurring task that usually brings up lots of questions. On this page you will find all the relevant information to help you close your bookyear. What preparations do I need to do before closing a bookyear? Before closing your bookyear in Animana, you have to make sure that…
Animana provides multiple ways of communicating with your clients. Text messages are handy for many reasons but one of the most effective uses is to remind clients of an upcoming appointment or to send vaccination reminders. This article will explain how to create a text message template to enable you…
Merge codes are small pieces of text that can be used to recall data such as client and patient information. This will help to personalise your content. Before you start Step-by-step instructions Go to > General Settings > Content Designer. Open a letter, email, label or text message. On the…
By default, Animana will use a standard default invoice template. It is named “default” and cannot be removed from the system. If no other templates are defined, this template will be used. You can edit the default template, or create other invoice templates. This article will explain how to set…
An introduction to the world of the built-in Content Designer At Animana we consider client communication an essential part of running a veterinary practice. This means you need a good template management functionality, and it needs to be supported by a powerful editor and that is exactly what Animana provides….
When creating a contact or client in Animana, you will be given the opportunity to add email details. This article will explain how to add multiple email addresses to one client. Step-by-step instructions Search the appropriate client and click on Client Data: Find the email field: Add another email address by entering…
Information pertaining to an existing contact, such as names, phone numbers and addresses can be edited via the Client Data tab. Contact financial information (Bank details, and direct debit), and advanced contact settings such as discounts, loyalty card settings, and treatment plans (if configured), can also be defined here. Step-by-step instructions Find…