Patient Marketing on Autopilot
Viali Flows automates your patient marketing — AI-powered SMS & email campaigns with smart segmentation, built-in A/B testing, and direct booking links. All in one platform.
1. Define segment
Patients in segment
183
2. Generate message
Subject: Your next filler appointment awaits 💙
Dear {{First Name}}, it's time for your touch-up! Book now and save 20% on your next visit — exclusively for existing patients...
What Viali Flows offers
One-off campaigns with AI editor, smart segmentation, and A/B testing — plus multi-step automations — are available today.
Reach exactly the right patients
No wasted outreach. Filter your patient base by treatment type, last visit, gender, appointment status, and more — and build a precise segment in seconds.
- Treatment type (e.g. liposuction, hyaluronic, laser)
- Last visit more than X months ago
- No follow-up appointment booked
- Age group & gender
- Appointment status (attended, no-show, cancelled)
Segment Filters
Professional campaigns in seconds
AI generates personalized SMS or email campaigns based on the patient segment and treatment context — including beautiful HTML newsletters with instant preview.
- Email with HTML newsletter preview
- SMS — direct and personal
- Both channels in one interface
AI-generated message
Dear {{First Name}}, it's time for your touch-up treatment 💙 Book your next appointment now and benefit from our exclusive offer...
From inbox straight to appointment
Every campaign includes a direct booking link pre-filled with the relevant treatment. Attach special offers or discount codes to drive urgency — and track which offers convert.
- Booking link pre-filled for the right treatment
- Attach special offers & discount codes
- Time-limited promotions with countdown
- Automatic reminders for non-responding leads
Campaign — Special Offer
🎁 Exclusive for you: 15% off
Valid until April 30 only
Full transparency over every franc of marketing budget
See which campaigns drive bookings, open rates, and click-through — all integrated, no CSV exports, no third-party tools.
- Open rate & click-through rate per campaign
- Bookings traced back to specific campaign
- Revenue per campaign and channel
- A/B testing for subject lines and offers
- Unsubscribe and compliance tracking
Campaign Performance
Beautiful HTML newsletters — built by chat
Describe your segment and offer. The AI generates a complete, send-ready newsletter with live preview — in seconds.
I'll generate your newsletter. Which segment and treatment?
Women, hyaluronic 4+ months ago, with 15% discount
Newsletter created ✓ 247 recipients · Subject: "Your glow awaits"
Your glow awaits.
Exclusively for existing patients
Dear Sophie, it's time for your touch-up. As a loyal patient, you get 15% off your next hyaluronic appointment.
15% discount
Code: GLOW15
Viali Flows vs. Salesforce
This is how Viali Flows is designed — compared to what clinics use today.
Viali Flows | Salesforce | |
|---|---|---|
| Setup | Fast — no external setup | Weeks to months |
| Price | Included in Viali — no extra cost | From $150/month extra |
| Patient data | Directly integrated — no sync | CRM sync required |
| Clinic-specific | Treatments, appointments, offers | Generic |
| AI campaigns | Built in | Add-on required |
| GDPR & FADP compliant | Yes — Swiss Hosted | US cloud, complex |
Multi-Step Automations
From one-off messages to intelligent patient journeys. Triggers, delays, conditions — all visually connected.
Flow Diagram
Send SMS
Wellness Check
Message
Sender
Estimated recipients per month
~142Trigger-based
Treatment completed, birthday, inactivity — start automatically.
Conditions & Branches
Respond differently depending on whether the patient has booked.
Reusable Templates
Aftercare, birthday campaigns, win-back — build once, use forever.
Frequently Asked Questions
Viali's AI generates the copy based on your segmentation and treatment type. You can review, adjust or completely rewrite every message before sending. The human always stays in control.
Email and SMS — both directly from Viali, without third-party tools. You control channel choice, send time and frequency per campaign.
Yes, provided patients have given their consent. Viali manages consents automatically and never sends messages to patients who have opted out or whose consent has expired.
Flows is built directly into your clinical platform — no manual data sync, no third-party tools. Segments are based on real clinical data (treatment type, appointment, procedure), not just email opens.
Yes. Viali supports A/B testing at the message level. The system automatically shows which variant achieves the higher booking rate and can apply the winner automatically to the full segment.
Multi-step automations (now available) enable trigger-based patient journeys with wait steps, conditions and branching — similar to Salesforce or Klaviyo, but built directly into your clinical platform. Example: Treatment completed → wait 7 days → SMS wellness check → wait 14 days → If no follow-up booked: email with offer.
One-shot campaigns (available now) are targeted single sends to a defined segment — ideal for reactivations, seasonal offers and newsletters. Multi-step automations (also available) build a full patient journey: a trigger starts the flow automatically, wait steps and conditions guide the path, and branches respond to each patient's actual behaviour. Build once, runs automatically for every new patient.