How To Create a “Use It, Don’t Lose It” Email Campaign

The “Use It, Don’t Lose it” email campaign is a win-win situation for both your dental practice and your patients. Think of it this way: if somebody gave you a voucher to your favorite store, you wouldn’t want to forget to use it and risk losing the credit, right?

Two People Discussing Dental Marketing Strategies

The “Use It, Don’t Lose it” email campaign is a win-win situation for both your dental practice and your patients. Think of it this way: if somebody gave you a voucher to your favorite store, you wouldn’t want to forget to use it and risk losing the credit, right? Well, as a DIY marketer for your dental office, you want to make sure that your patients don’t forget to use their dental benefits before they expire. 

Your “Use It, Don’t Lose It” email campaign should start on October 1st each year. This will allow enough time for patients to make appointments before the end of the year and to make sure you are not overbooked in the final months. 

Here are a few email templates that you can use when emailing your patients for the UIDLI Campaign. Simply copy and past (without formatting) this template and be sure to fill in your personal information where it is required:

Template 1

Subject: Reminder: Use Your Dental Benefits Before They Expire!

Did you know most dental insurance benefits and spending accounts don’t roll over year to year? If you don’t use them, you could lose them! Take advantage of any unused benefits, including dental insurance, flexible spending accounts (FSA), and healthcare savings accounts (HSA). Don’t throw your money away by missing out on valuable dental care before the end of [YEAR]!

The American Dental Association and [Drs. Name] agree that delaying dental treatment could lead to more harm than good. Even missing a regular cleaning and exam may mean additional appointments and dollars to repair damage that could have been avoided.

Visit us at [WEBSITE URL] for information on all the services we provide. Or call us today at [PHONE NUMBER] to schedule your next appointment!

We look forward to seeing you again soon!

Sincerely, 

[DOCTOR AND TEAM]

Template 2

Subject: Important: Use Your Dental Benefits Before They Expire!

As we near the end of your insurance benefit year, we wanted to remind your family to take advantage of any unused flex spending or dental benefits. Every year, you receive a maximum amount from your dental insurance company, and in most cases, the unused portion of this amount is lost when the new insurance year starts.

Your dental care is important to us, and we want to make sure you get the care you need without overpaying for it. If you have been postponing dental treatment or are overdue for a routine exam and cleaning, now is a great time to come in. 

Please call us at [PHONE NUMBER] or request an appointment online!

We’re looking forward to seeing you.

Sincerely, 

[DOCTOR AND TEAM]

Template 3 (Orthodontist):

Subject:  A Dental Reminder: Use Your Benefits Before They Expire!

Did you know most dental insurance benefits and spending accounts don’t roll over year to year? If you don’t use them, you could lose them! Take advantage of any unused benefits, including dental insurance, flexible spending accounts (FSA), and healthcare savings accounts (HSA). Don’t throw your money away by missing out on valuable orthodontic care before the end of [YEAR]!

Through orthodontic treatment, problems like crooked or crowded teeth, overbites or underbites, incorrect jaw position, and disorders of the jaw joints are corrected. If left untreated, these problems can result in tooth decay, gum disease, headaches and earaches, as well as speaking, biting, or chewing problems. There is no better time than now to get the smile you want!

Visit us at [WEBSITE URL] for information on all the services we provide. Or call us today at [PHONE NUMBER] to schedule your next appointment!

We look forward to seeing you again soon!

Sincerely, 

[DOCTOR AND TEAM]

To make your email more engaging, you can also create a graphic in Canva that looks something like this and include it in your email.

If you do not yet have a patient communication software from which to send your “Use it, Don’t Lose It” emails, we recommend the following 2 options:

SendGrid: SendGrid is an email platform that can be used to send patient engagement emails. The main benefits of SendGrid are scalability, reliability, and deliverability. As a user of this platform, you will also receive 24/7 customer support, which can be done via email, chat, or phone. SendGrid also makes sure your emails don’t end up in a patient’s spam folder. This is the best way to make sure they actually get the information you are sending to them. Here’s a video explaining a bit more about SendGrid. HIPAA compliant.

NexHealth: NexHealth is a “24/7 receptionist that manages appointments, sends reminders, reschedules cancellations, and fills no-shows with a patient wait-list.” 

and that’s it!