Marketing Automation in Healthcare

Drive more leads and pipeline for your healthcare business with Insightly Marketing

Why choose Insightly Marketing?

Build pipeline and revenue

Engage with your audiences, create high-value leads, and grow your business.

Create lifelong customers

Drive loyalty through relevant messaging shared at just the right time in the buying journey.

The marketing app you’ll love

Align across sales and marketing to optimize the customer experience.

Engage audiences and build pipeline

Build trust and grow your business by delivering the right message to the right audience at just the right time.

Insightly Marketing Journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months by identifying prospects with a high propensity to convert.

Amy Anderson,
Co-Founder, Wild Coffee Marketing

Email marketing

Quickly and easily create beautiful marketing assets that drive awareness and conversion.

  • Launch great-looking, high-converting campaigns in minutes
  • Use pre-built email templates or customize your own templates with intuitive drag-and-drop functionality
  • Have more control over the way you reach customers with transactional emails and email batching

Landing pages and forms

Create high-quality landing pages designed to convert visitors to leads.

  • Design, build, and clone beautiful, engaging landing pages
  • Capture interest and engagement with embedded forms
  • Share contact information automatically with sales and delivery for seamless follow-up

Journey builder

Create strong relationships by making every touchpoint insightful and engaging

  • Easily build multi-step email sequences that guide customers from awareness to adoption and advocacy
  • Nurture relationships with multi-touch content and logical next-best actions
  • Automatically send notifications, change lead scores, or even trigger workflows based on customer interest and intent

Dynamic list segmentation

Improve your brand reputation and your results by delivering relevant content that builds trust.

  • Show customers you understand them and their business by dynamically adding or removing contacts from your lists
  • Optimize conversion through improved targeting
  • Monitor interest and purchase intent with prospect scoring and grading
  • Segment by firmographic and demographic data and maximize your ability to reach the right person with the right message

Measure and iterate

Make smart decisions, understand what motivates your audience, then iterate and improve on your performance.

The number one biggest benefit of working with Insightly is transparency. Major decisions have to happen and we all have to be on the same page.

Kelsey Dus,
Marketing Director, SIGMA Equipment

Dashboards and reporting

Create a single source of truth, share results across your entire organization, and demonstrate your impact.

  • Track your unique KPIs with shareable dashboard cards and different chart types
  • Evaluate and report on campaign performance with UTM tracking, multi-touch attribution, and ROI tracking
  • Understand audience preference and intent with prospect ID tracking
  • Improve email performance with health reporting

A/B and multivariate testing

Test, learn, and improve your email performance

  • Understand what resonates for your audiences, and what doesn’t
  • Improve your email campaigns and engage your audiences more effectively
  • Go beyond basic A/B testing with easy-to-use advanced testing that will help you optimize results
  • Improve email performance with health reporting

Integrate with ease

Share insights across your entire
organization and build strong
relationships with prospects
and customers.

Modern, unified platform

Extend your reach and drive sales with a unified experience across sales, marketing, and customer support.

  • Show customers you know them with data captured across every single interaction
  • Deliver great experiences across every single sales, marketing, and customer support touchpoint
  • Easy to customize and integrate with the applications you use to run your business


Market smarter and grow faster when you connect Insightly Marketing to the rest of your tech stack.

  • Capture leads more easily from all your digital advertising channels, like Google Ads, Facebook, Instagram, and LinkedIn
  • Connect your eCommerce platform to Insightly, send targeted campaigns, and sell more
  • Empower your marketing operations team to own all your integrations
Watch the video

CRM + Marketing Automation Yields 3x Revenue Increase

Manufacturing firm SIGMA Equipment shares the benefit of using Insightly CRM + Insightly Marketing to drive better cross-team communication, move faster, and generate more revenue.

Watch the video

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Experience Insightly Marketing for yourself

Frequently Asked Questions

How do healthcare businesses use marketing automation?

There are many applications in healthcare businesses for marketing automation. Appointment reminders, follow-up care, visit check-ins, and long term nurture sequences for follow-ups are just a few ways to retain engagement with patients automatically.

Does my marketing automation platform need to be HIPAA compliant?

Collecting data in forms and using that data is subject to HIPAA. Insightly is a HIPAA-compliant marketing automation platform, so the worry of data collection is eliminated when you choose Insightly. Insightly also offers a CRM that is HIPAA compliant.

What is marketing automation in healthcare?

Healthcare marketing automation refers to a platform that is used to help medical offices, medical practices, and healthcare related businesses manage their online marketing presence using automation technology.

Insightly Marketing in Action

Marketing Automation for Healthcare

Marketing automation for healthcare involves the use of automated tools and technologies to optimize marketing efforts in the healthcare industry. Automating marketing involves leveraging customer relationship management (CRM) systems and employing other digital channels to:

  •  Improve patient engagement
  •  Enhance patient communication
  •  Deliver personalized experiences

This innovative approach to healthcare marketing can greatly benefit healthcare companies by improving patient engagement and enabling more efficient management of marketing campaigns.

Marketing Automation’s Role in the Healthcare Industry

Automated customer relationship management plays a pivotal role in the healthcare industry because establishing and nurturing relationships with patients is essential for building trust. Marketing automation allows healthcare organizations to effectively manage patient interactions throughout the entire care journey. 

Automated marketing tools enable personalized communication, timely follow-ups, and targeted messaging tailored to individual patient needs. By automating these processes, healthcare providers can deliver more relevant and meaningful content, resulting in enhanced patient satisfaction and increased retention.

What Is Marketing Automation in CRM?

One key aspect of marketing automation in CRM is lead nurturing. Healthcare companies can use a CRM for automated workflows to track and nurture leads, from initial contact to final conversion. This ensures that potential patients receive the right information at the right time, guiding them towards making informed decisions about their healthcare needs. 

Moreover, automation enables healthcare providers to segment their patient bases, allowing for more personalized targeted marketing campaigns. For instance, a healthcare provider could send specific messages to patients with certain conditions, promoting relevant services or treatment options.

Marketing automation can also facilitate more efficient appointment scheduling and reminders. Automated systems can send appointment confirmations, reminders, and follow-ups, reducing the likelihood of missed appointments and improving overall patient adherence to treatment plans. This can not only save time for healthcare providers but also enhance patient satisfaction and care outcomes.

Marketing Automation Benefits

Marketing automation offers numerous benefits for healthcare providers. By leveraging automated marketing campaigns, email marketing, and other automation strategies, companies in the healthcare industry can enhance their marketing efforts and achieve better results.

1. Increased Efficiency

One of the key benefits of marketing automation in the healthcare industry is increased efficiency. Manual marketing tasks such as sending individual emails, managing customer data, and tracking interactions are often time-consuming and error-prone. Marketing automation streamlines these processes, allowing healthcare providers to automate repetitive tasks and save valuable time. For example, by using automated email marketing campaigns, healthcare companies can deliver personalized and timely messages to their patients, fostering better engagement and improving overall communication.

2. Personalized Content

Another significant advantage of healthcare marketing automation is the ability to deliver personalized content that’s targeted at certain groups. Marketing automation enables healthcare providers to segment their audiences based on various criteria such as demographics, behaviors, and preferences. By doing so, they can create customized messages and campaigns that resonate with specific patient groups.

3. Tracking and Measurement

Marketing automation also enables better tracking and measurement of marketing efforts. Using automation tools, healthcare providers can monitor and analyze the performance of their campaigns in real-time. They can track key metrics such as open rates, click-through rates, and conversions, allowing them to gain insights into what works and what doesn’t. This data-driven approach empowers healthcare companies to optimize their marketing strategies and allocate resources more effectively.

4. Patient Acquisition and Retention

Additionally, marketing automation facilitates lead nurturing and patient retention. By automating follow-up messages, personalized offers, and other relevant content, healthcare providers can build stronger relationships with their patients. Providers can nurture leads throughout the patient journey, from initial contact to post-treatment follow-ups, fostering loyalty among patients. Not only can this improve patient satisfaction but it can also increase the likelihood of repeat visits and referrals.

Role Of CRM In Healthcare

The role of customer relationship management in healthcare is multifaceted. Customer Relationship Management (CRM) software serves as a central system for managing patient relationships and interactions and assisting many kinds of marketing automation. 

CRM Definition

A CRM is a software tool that helps healthcare organizations track patient information, communication history, and other relevant data to enhance patient engagement and provide personalized care. Your CRM software for healthcare must be supported by a CRM strategy for healthcare.

Healthcare CRM Software

CRM software is an important tool in healthcare marketing automation that enables healthcare companies to streamline their marketing efforts. By integrating marketing automation tools with their CRMs, healthcare providers can create targeted campaigns, automate marketing efforts, and deliver personalized messages to patients. This combination of CRM and marketing automation empowers healthcare companies to efficiently manage their patient communication and improve overall patient satisfaction.

The role of CRM in hospitals extends beyond marketing automation alone. CRM software provides a centralized platform that’s capable of storing and managing patient data, appointment scheduling, and more. This software allows healthcare providers to access comprehensive patient profiles, including medical history and treatment plans. Doctors and medical staff need this information to deliver personalized care and make informed decisions.

It’s very important for healthcare providers to use HIPAA compliant CRM software. The Health Insurance Portability and Accountability Act (HIPAA) sets strict regulations for the privacy and security of patient health information. Healthcare organizations must ensure that the CRM software they use adheres to these regulations to protect patient confidentiality. HIPAA compliant CRMs have security measures in place to safeguard patient data, such as encryption, access controls, and audit trails.

The role of CRM in healthcare is multifaceted. Healthcare organizations can use CRM software for marketing automation, patient data management, personalized care, and more. It is vital for hospitals and healthcare providers to choose HIPAA compliant CRM tools to ensure the privacy and security of patient information.

Marketing Automation Platforms For Healthcare

Marketing automation platforms for healthcare offer a range of tools and features to streamline marketing efforts and enhance CRM processes. Automated marketing platforms combine the power of automation and CRM capabilities to help healthcare companies effectively engage with patients and deliver personalized experiences.

There are various types of CRM automation tools and platforms available for healthcare companies. CRM automation tools integrate with existing CRM systems to automate marketing tasks and workflows. CRM tools enable healthcare providers to automate email marketing campaigns, schedule follow-up communications, track patient interactions, and more. By automating processes like these, healthcare companies can improve efficiency and deliver consistent messaging to their patients.

There are also dedicated marketing automation platforms that cater specifically to the healthcare industry. These platforms offer a wide range of features, including: 

  • Healthcare lead nurturing
  • Email marketing automation
  • Campaign management
  • Analytics tracking

Healthcare marketing automation platforms offer healthcare companies the ability to segment their patient base, create targeted campaigns, and measure the effectiveness of those campaigns.

Insightly is a healthcare marketing CRM platform that offers comprehensive marketing automation capabilities tailored for healthcare organizations.

The benefits of marketing automation platforms for healthcare are numerous. 

Personalized Patient Communication

First of all, marketing automation platforms enable personalized communication with patients. By leveraging automation tools, healthcare companies can deliver relevant content and messages based on patient preferences, demographics, or past interactions, helping to build stronger relationships with patients.

Data Insights

Secondly, marketing automation platforms provide valuable data insights. Healthcare CRMs can track patient interactions, measure campaign performance, and provide analytics to help healthcare companies make data-driven decisions regarding marketing strategy and resource allocation.

Manual Task Automation

Furthermore, healthcare CRM platforms can greatly improve efficiency by automating repetitive tasks. By automating certain manual processes, healthcare companies can free up time for their staff to focus on higher-value tasks, such as patient care and strategic initiatives.

By leveraging marketing automation tools, healthcare companies can enhance their marketing efforts and ultimately provide better patient experiences. Healthcare-specific marketing automation platforms like Insightly can empower organizations to streamline their marketing processes and deliver more effective campaigns.

Best Healthcare CRM Software

Choosing the best healthcare CRM software is a crucial task for healthcare providers. There are several factors that need to be considered to ensure the chosen CRM meets all applicable requirements.

Core Features

Firstly, healthcare providers should consider the specific functionalities the CRM software offers. An ideal healthcare CRM should provide (at a minimum) capabilities for:

  •  Patient data management
  •  Appointment scheduling
  •  Campaign automation
  •  Campaign email marketing
  •  Analytics

These are the essential features that enable healthcare organizations to efficiently manage patient interactions, deliver personalized experiences, and measure the effectiveness of their marketing efforts.


It’s also important to consider integration capabilities. A healthcare CRM should seamlessly integrate with other existing medical systems such as electronic health records (EHR), patient portals, and billing systems.

Data Privacy

Data security is paramount in the healthcare industry. It is crucial to choose a healthcare CRM that includes robust patient data privacy features and meets the required industry standards.

Provider’s Reputation

It’s also a good idea to verify the reputation and track record of the marketing automation companies under consideration. Choose a healthcare CRM software platform from a reputable company with experience in serving the healthcare industry. Customer reviews, case studies, and testimonials can all provide insights into the reliability of each CRM solution you evaluate.

Insightly Marketing – Marketing Automation Platform

Insightly is an example of a CRM platform for healthcare and can be supported with a solid CRM strategy for healthcare. Insightly offers a comprehensive solution specifically designed for healthcare providers. The software combines CRM automation, marketing automation, and project management functionalities into one platform to enable healthcare companies to streamline patient management, automate marketing campaigns, and track patient interactions.

Insightly’s healthcare CRM solution comes with a user-friendly interface, customizable workflows, and robust analytics capabilities. Moreover, Insightly’s healthcare CRM software is designed with HIPAA compliance standards in mind.