CHI Training Guides training docs · chidocs.oneboss.io

Marketing

Create, manage, and track marketing campaigns for your clinic, either by hand or with AI tools that suggest ideas, draft copy, generate images, and build a revenue-driven plan.

Auto-generated from the in-app Help for /marketing — source of truth src/lib/help-content/.

Write and save a campaign by hand

Use the Campaign Composer to draft a campaign yourself.

  1. Scroll to the Campaign Composer panel (pencil icon).
  2. In Campaign Title / Email Subject, type a title (at least 5 characters).
  3. (Optional) Fill in Target Audience Description (Optional) to describe who it's for.
  4. In Campaign Body, type your message (at least 20 characters; simple markdown is supported).
  5. Under Offer Expiration Date, click the date button and pick a date (past dates are disabled).
  6. Click Save Campaign as Draft.
  7. Confirm the green Campaign Saved! toast; the form clears and the new draft appears in the Campaign Manager table.
💡 Tip: To preview before saving, click the Preview (eye) button next to Save Campaign as Draft. If the title or body are too short you'll get a Fields Required for Preview toast instead. Campaigns are only saved as drafts here — nothing is sent or emailed.

Let AI write the campaign body and image

Have the AI draft the message text and a matching image in the Composer.

  1. In the Campaign Composer, fill in the Campaign Title / Email Subject (required for AI).
  2. (Recommended) Fill in Target Audience Description (Optional) so the AI can tailor the message.
  3. Click Generate with AI (the wand button at the top-right of the Campaign Body field).
  4. Wait while the button spins; a Generated Image box shows "Generating image..." while it works.
  5. When done, the Campaign Body fills with AI text, an image appears in the Generated Image box, and you'll see the Content Generated! toast.
  6. Edit the text if you like, then click Save Campaign as Draft.
💡 Tip: Clicking Generate with AI without a title shows a Title Required toast and nothing generates. AI tools need a Gemini key set up on the Settings page, or generation fails with a red error toast.

Get AI campaign ideas

Use the AI Campaign Assistant to generate ready-to-use ideas.

  1. Find the AI Campaign Assistant panel (sparkles icon).
  2. In Marketing Goal, describe what you want to achieve (at least 10 characters), e.g. "Promote our new acupuncture service".
  3. Click Generate Ideas and wait for the spinner.
  4. When the Suggestions Generated! toast appears, scroll the Suggestions list — each idea has a title, description, image, and sample copy.
  5. (Optional) Hover a suggestion's copy box and click the small clipboard icon to copy the sample wording.
  6. Click Create Campaign from this Idea to turn an idea into a draft; confirm the Campaign Draft Created! toast and the new row in the Campaign Manager.

Build a revenue-driven marketing plan

Use the AI Revenue Strategist to turn a revenue goal into a full plan.

  1. Find the AI Revenue Strategist panel (wand icon).
  2. In Revenue Target, enter the dollar amount you want to bring in (defaults to 5000).
  3. In Timeframe (Days), enter the number of days to hit the goal (defaults to 30).
  4. Click Generate Strategy and wait for "AI is analyzing services and formulating a plan...".
  5. When the Strategy Generated! toast appears, review the Overall Strategy, Recommended Service Promotions, and Suggested New Campaigns sections.
  6. On a suggested campaign card, click Preview to see a fully AI-generated draft, or Create Campaign to save it as a draft (confirmed by the Campaign Draft Created! toast).

Manage existing campaigns

Preview campaigns and change their status from the Campaign Manager.

  1. Find the Campaign Manager panel (rocket icon), a table with Title, Status, Expires, Clicks, Conversions, Revenue, and Actions columns.
  2. Click the (three-dots) button in a campaign's Actions column to open the menu.
  3. Choose an option: Preview (open the preview dialog), Analyze (analytics; disabled for drafts), Activate, Mark as Completed, or Archive (shown in red).
  4. After a status change, confirm the Campaign Updated toast reading "Campaign status changed to ...".
💡 Tip: In this build, status changes (Activate / Mark as Completed / Archive) update the on-screen list only — they are not saved and revert if you refresh or leave the page.

View campaign analytics

See performance metrics for an active, completed, or archived campaign.

  1. In the Campaign Manager table, click the button for an active, completed, or archived campaign (Analyze is disabled for drafts).
  2. Click Analyze to open the Campaign Analytics dialog, titled with the campaign name and showing its Tracking Code and expiration date.
  3. Review the metric cards: Total Revenue, Impressions, Click-Through Rate (CTR), and Conversion Rate.
  4. On the right, review the Performance Over Time bar chart comparing Impressions, Clicks, and Conversions.
💡 Tip: The chart is labeled "Mock data showing campaign engagement" in this build, so the numbers are illustrative.