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For plastic surgery practices, cosmetic surgery marketing teams & practice managers

Reactivate past patients for new procedures

Every Monday, WebRun opens PatientNow to find patients whose last visit was 18 or more months ago, logs the lapsed patient list to Google Sheets with their last procedure and contact details, and drafts a personalized reactivation email campaign in Mailchimp for your coordinator to review and approve before any email is sent.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 PatientNow find patients inactive for 18 or more months
2 Google Sheets log lapsed patient list with procedure history
3 Mailchimp draft reactivation email campaign for approval
Run a sample
In short

How do I automatically run a patient reactivation campaign for lapsed plastic surgery patients?

Every Monday, WebRun scans PatientNow for patients who have not visited in 18 or more months, logs the lapsed list with procedure history to Google Sheets, and drafts a personalized reactivation email campaign in Mailchimp. The campaign is held for your coordinator to review and approve before any email reaches a patient.

  • Lapsed patients receive a personalized, timely reactivation offer
  • Marketing opt-outs are automatically excluded from every campaign
  • Reactivation history is tracked in Google Sheets to avoid duplicate outreach

Built for plastic surgery practices · cosmetic surgery marketing teams · practice managers · aesthetic clinic owners

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.patientnow.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    PatientNow - find patients inactive for 18 or more months
    patientnow.com How to Automate PatientNow
    WebRun in PatientNow: find patients inactive for 18 or more months
    WebRun opens PatientNow to find patients inactive for 18 or more months.
    • Open PatientNow and filter for patients whose last appointment was 18 or more months ago
    • Exclude patients who have opted out of marketing communications
    • Collect each patient's name, email, last procedure, last visit date, and any procedure interests noted in their record

    Done when All lapsed patients who are eligible for reactivation marketing are identified with their history.

  3. 2
    Google Sheets - log lapsed patient list with procedure history
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log lapsed patient list with procedure history
    WebRun opens Google Sheets to log lapsed patient list with procedure history.
    • Open the patient reactivation tracking Google Sheet
    • Append the new lapsed patient list with name, email, last procedure, last visit date, and reactivation campaign status
    • Mark any patients already in a prior campaign so they are not contacted twice

    Done when The lapsed patient list is logged in Google Sheets with deduplication against prior campaigns.

  4. 3
    Mailchimp - draft reactivation email campaign for approval
    mailchimp.com How to Automate Mailchimp
    WebRun in Mailchimp: draft reactivation email campaign for approval
    WebRun opens Mailchimp to draft reactivation email campaign for approval.
    • Draft a reactivation email campaign in Mailchimp targeting the new lapsed patient segment
    • Personalize the subject line and body to reference the patient's last procedure and invite them to explore new treatments
    • Save the campaign as a draft and leave it unsent pending coordinator review and approval

    Done when A draft reactivation email campaign is ready in Mailchimp for coordinator approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.patientnow.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Lapsed patient list · Google Sheets
OutputWhat each run produces - A Google Sheets lapsed patient log and a draft Mailchimp reactivation campaign, both held for coordinator approval before any email is sent.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input GUARDRAIL
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send reactivation emails to patients without my approval?

No. The Mailchimp campaign is saved as a draft and held for your coordinator to review before any email is sent. WebRun never contacts a patient without explicit human approval.

How does it handle patients who opted out of marketing?

WebRun checks the marketing opt-out flag in PatientNow before building the list and excludes any patient who has opted out, so your campaign stays compliant without manual filtering.

Can it personalize the campaign by last procedure?

Yes. The draft Mailchimp email references each patient's last procedure and suggests related treatments they might be interested in. More specific personalization can be configured during setup.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.