Communication
Segments, Templates & Campaigns
Save your filters as language-aware segments and message them in bulk from WhatsApp, email or SMS templates.
In medical tourism the same message does not go to everyone: what you write to German-speaking leads who enquired about a hair transplant last year and never converted is a different message entirely. Rebuilding that slice with filters every time wastes the hour before you have written a word. MoonCRM stores a filter set as a segment with its own title and language, and the campaign screen sends to it from a saved template.
What you can do
- Segments defined with a title and a language
- Advanced filter sets stored as reusable segments
- WhatsApp message templates
- Email templates with address verification
- SMS templates
- Bulk sending to a segment or to selected records
- Sends written to the notification log
Highlights
Saved filter sets
Build your combination of country, category, status, service and tags once, save it as a segment, and reuse it for every campaign.
Language on the segment
Each segment carries its own language, so sending the right-language template to the right audience does not need a separate checklist.
Three channels, one place
WhatsApp, email and SMS templates are defined separately, and you decide which channel a campaign uses at send time.
Bulk sending
Message everyone in a segment, or just the leads you tick on the list, in a single operation.
Getting started
Setup takes three steps
An implementation specialist works with you at every step. No technical team required.
- 1
Define the slice
Apply the filters you want on the patient list, name the result and save it as a segment.
- 2
Write the template
Prepare the WhatsApp, email or SMS template in the language the segment uses.
- 3
Send the campaign
Pick the segment and the template on the campaign screen, send, and follow the outcome in the notification log.
Frequently asked questions
Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.
All questions Is a segment a fixed list?
A segment is a filter set, so new records that match your definition fall into it automatically — there is no list to maintain by hand.
Can I reuse a template across languages?
You define a separate template per language. Because segments carry a language, which template goes to which audience is never ambiguous.
Are bulk sends recorded?
Yes. Sends are written to the notification log with channel, status and any skip reason, so you can see who did not receive the message.
Other modules
WhatsApp Integration
Bring multiple WhatsApp lines into one inbox and message patients, contracted hotels and transfer companies from the same screen.
Patient & Lead Management
Every lead lives on one record — status, category, consultant, services, tags, call notes and reminders in one place.
Operations: Hotel, Transfer, Flight
Appointment, doctor, hotel, transfer, room type and flight details live inside the patient record — with every visit stored separately.
See Segments, Templates & Campaigns in action
In the demo we walk through this module against your own process. Thirty minutes, no sales pressure.