Use your benefits before they reset

9%

Conversion rate

3.6%

Click-through rate

Customize now

How do you get patients to use their dental benefits before the year ends?

Email your patient list a calm year-end reminder that benefits and FSA money generally don't roll over. This campaign tells patients what to check and why a visit now helps, then offers one button to book. It fills the schedule in the weeks when many practices slow down.

On this template: 9% conversion rate and 3.6% click-through rate.

Campaign brief and overview

The year-end benefits reminder for a US practice, and the biggest seasonal lever: annual maximums generally don't roll over and FSA money generally expires at year end. Calm and informational, with no pressure, and it never says what any plan covers. Start promoting from October. High priority from October to December.

Why this email works

  • A true, practical reason to book now
  • Calm and informational, with no pressure
  • Never says what a plan covers
  • A recall email to patients who know you

The strategy behind it

  • Banner: lifestyle photoA warm, real-looking photo keeps a practical reminder friendly.
  • Body copy: with ticksTicks list what a checkup can include, so the visit feels worthwhile.
  • Value text: did you know?Benefits and FSA money generally reset, which is the reason to book now.
  • Final CTA: rule and phoneA quiet close with a number to call as well as a button.