Retention Engine

Say who you want back.
Holty does the rest.

Describe the patients you want to reach in plain language. Holty builds the audience, sends by push, email or SMS, and keeps running without your staff touching a list.

Plain-language audiences Email, SMS, Push Recurring campaigns Performance tracking
How it works

Set it up once, it keeps going

Four steps in the back office. After the last one, nobody has to touch it again.

1

Build the audience

Describe a segment in plain language. Holty shows exactly who is in it, then keeps it frozen or recalculates it as patient data changes.

1,284 patients, recalculated daily
2

Decide when it sends

Send once, on a schedule, or on a rule that fires by itself. Once-per-recipient means each run only reaches people who have not been contacted yet.

Runs without anyone starting it
3

Rank the channels

One campaign reaches patients on push, SMS or email. Channel consent is respected on every run, and if the first channel fails for a patient the next one is tried.

Or send on every channel at once
4

Write it once, in every language

One message per channel, in every language you send. Generate it, complete a half-written line, or translate the whole thing without leaving the campaign.

Sounds like your clinic, not marketing
SMSPushEmail
English Italiano Română

Hi {name}, it has been a while. Your check-up is due - book in the app when it suits you.

holty.app/book89 / 120
THE RETENTION ENGINE

Bring back patients - on autopilot

Here's how it works for one real patient. No lists, no manual work.

January 12 · first visit
Maria, 34 · dental check-up

Visits once. Pays €40. Says "I'll come back."

≈ 6 months of silence - 48% never come back on their own
6 months later

She forgot.

Like 48% of patients. Holty spots it from your HIS records - automatically.

Same day, 10:00 · Holty reaches out
Your Clinic now

Maria, it's been 6 months since your check-up. Book in 2 taps - Dr. Rusu has slots Thursday.

Push first. No reply in 3 days → SMS.

2 minutes later

Booked

Thursday 14:30. €40 recovered. Your staff did nothing.

Now multiply Maria by your patients - that's what runs every day.

Book a Demo
Day one

Campaigns you can switch on immediately

Four that most clinics run from the start. Each one targets an audience you already have.

Quiet-patient check-in

One message, not a sequence. It has been a while - is everything alright?

Trigger30 days with no activity

Annual check-up prompt

Six segments: women 18-25, 26-40 and over 40, and the same for men. Each links to the matching check-up package.

ScheduledOnce a year, by age and gender

Unused balance nudge

Monthly at most. The patient has funds on their account and can put them towards an appointment.

TriggerBalance unused for 30 days or more

Offers and promotions

A free consultation, a discount, a seasonal offer. Sent only when the offer is real.

One-timeMonthly, when there is something to say

Campaigns stop on their own

Nobody on your team has to take patients off a list. Four rules do it automatically, for each patient separately.

When a patient books, they stop getting that campaign.

When a patient ignores it 3 times, it pauses for 60 days.

When a patient spends their balance, balance reminders stop.

When a patient gets 2 offers in a month, the next one waits.

Describe who you want back. The back office does the rest.

Marketing that runs on your own patient base: audiences built from visit history, campaigns across push, email and SMS, banners and packages for the same audiences, and a report for every campaign.

HoltyBack office
AudiencesPlain words in, a live patient list out.
Audiences12▲ 3 this month
Covered4 210of 6 380 in HIS
Your audiencesNew
Women 40+Dynamic
1 008 patients · no mammography since 2024
Lapsed 6 monthsDynamic
1 284 patients · no visit since April
Birthday this monthRolling
96 patients · rolls forward monthly
Overdue check-upStatic
412 patients · frozen on 1 Sep
Written in plain words

"Women over 40 who visited us in the last two years, had no mammography since 2024 and agreed to marketing messages"

1,008 matchedHIS + app profiles
H
AudiencesWrite who you want to reach, in plain words. Holty builds the list from your HIS reports and app profiles. Dynamic audiences refresh on their own; static ones stay as generated.
New audienceCreate and manage your clinic audiencesSave
Name
Due for a yearly check-up
Audience type
StaticFixed once generated. The same people stay in the audience.
DynamicRe-evaluated on every refresh. Follows the live data.
Data sources
App profilesAge, sex, consent
HIS reportsVisits and services
Sales requestsPackage requests
Audience description (natural language)
Women over 40 who visited us in the last two years, had no mammography since 2024 and agreed to marketing messages
Generate
Audience previewPatients matching your description
First nameLast namePhoneSexConsent
LenaHoffmann+49 151 2*** 4471Ftrue
MiriamSchulz+49 160 9*** 1208Ftrue
SophieKeller+49 172 4*** 3390Ftrue
ClaraNeumann+49 176 5*** 2047Ftrue
HannaVogel+49 170 6*** 5129Ftrue
JuliaKönig+49 157 3*** 8812Ftrue
EvaFischer+49 152 8*** 6613Ftrue
KatrinWolf+49 159 1*** 7735Ftrue
AnnaLorenz+49 162 7*** 3056Ftrue
No preview yetDescribe the audience and press Generate. The matching patients appear here.
Total: -Page - of -
CampaignsPick the channels and the fallback order, choose who receives it (an audience, a trigger or both) and write the message once per channel. Personal fields fill in for each patient.
← Campaigns/Autumn check-upDraftSaveScheduleLaunch
Communication channelsPick one or more
PushIn the mobile appPrimary SMSText to the phonePrimary EmailDetailed messagePrimary
DeliveryFallbackAll channelsFirst available channel only
Fallback order drag to reorder
1.Push notification 2.SMS Choose channels above
Campaign coverageWho receives it
With audienceA selected patient segment Trigger onlyThe trigger decides who and when Audience + triggerSegment plus a condition
Audience · Women 40+~850 push · ~158 SMS
TriggerWhen it fires
Generate with AIPick existing
Medical package renewalPackage expires in 14 daysSelected
Push notificationIncomplete
Title 0 / 65
Text 0 / 240
CTA buttonOpensChoose a screenHome screenAppointments screenPackage page
SMSIncomplete
Text 0 / 160 · 1 segment
Campaign summary0 / 6
ChannelsNot chosen Primary and fallbackNot set CoverageNot chosen TriggerNot chosen Push messageEmpty SMS messageEmpty
Configuration
Audience-
Fallback-
Reach-
Launch blocked · 6 steps left
ChannelsConnect the providers your campaigns send through: email, SMS and push. Each channel keeps its own credentials, batch size and character limit, and can be switched off without touching a campaign.
ChannelsManage notification channels (SMS, email, push)Add channel
SMS channelSMSActive
Max characters160Batch size500API key••••4f2a
Push channelPUSH NOTIFICATIONActive
Max characters240Batch size1 000API key••••9c1e
New channel
Email channelEMAILActive
Max characters10 000Batch size500API key••••7b3d
Create channelFill in the details to create a new channel
Channel detailsName, type and status NameEnter channel name Channel type Select channel typeSMSEmailPush notification
StatusInactiveActiveMax characters0
Inactive channels are skipped by every campaign until switched on.
ConfigurationDelivery and credentials URLhttps://…
Batch size500Sendername@clinic.eu
API keyEnter API key
The API key is stored encrypted and only shown masked.
SaveCancel
ReportsEvery campaign reports recipients, delivery and opens overall, then per channel: planned, sent, delivered, failed, opened and CTA clicks.
← Campaigns/Autumn check-upFinishedEdit campaign
PushSMSLaunched 1 Oct 2026, 09:00Trigger · Medical package renewal
Recipients1 008Audience size · Women 40+
Total sent1 0082 channels · fallback
Delivery rate97.4%982 delivered · 26 failed
Open rate53.5%525 opens
Push notification850 planned
Planned850Sent850(100.0%)Delivered836(98.4%)
Delivery rate98.4%836 of 85014 failed
Open rate62.8%525 of 836
CTA rate48.5%405 of 836
SMS158 planned
Planned158Sent158(100.0%)Delivered146(92.4%)
Delivery rate92.4%146 of 15812 failed
CTA rate33.7%49 of 146
Estimated reach per channelBefore launch
Push~850 of 1 008
SMS~158 of 1 008
Emailnot selected
Campaign details
AudienceWomen 40+ · dynamic
TriggerPackage renewal · expiry
DeliveryFallback · Push → SMS
BannersBanners on the app home screen, each shown to one audience. Pick colour, icon and destination, and schedule when a banner goes live and when it switches off.
Mobile bannersShown on the app home screenAdd banner
Search banner…
New banner
Banner titleSubtitleButton
All patients
Health comes firstYearly check-up in one visitView more
All patients
Verify your identityUnlock results and paymentsStart
All patients
Flu vaccination 2026/27Book before NovemberBook now
Adults
Saturday hoursOpen 9:00-14:00 from OctoberRead more
All patients
Children check-up 11-17Everything in one morningSee package
Parents
Results in the appNo more calls to the labOpen results
All patients
Pregnancy monitoringOne team for nine monthsSee package
Women 18-45
Allergy seasonSpring allergy panel, -15%Book now
Allergy 2026
Create bannerDraft
TitleEnter title
SubtitleEnter subtitleButton texte.g. View more
DestinationSelect destinationExternal linkIn-app screenPackagePackageSelect packageWomen's check-up 40+Autumn check-upCardio screening
ColourAudienceAll patientsAll patientsWomen 40+Parents
Banner icon Scheduling
Scheduled publishPublished immediately on creationScheduled deactivationStays active until switched off
SaveCancel
PackagesHealth packages in the app catalogue. Sell them directly with a price, or on request through your sales team, and recommend each one to a chosen audience on its home screen.
Packages7 packages · 6 activeAdd package
SearchCategoryStatus
Autumn check-upAdults · Women 40+€240Active
Women's check-up 40+Women · Women 40+€690Active
Men's check-up 40+Men · All patients€620Active
Children check-up 11-17Children · Parents€380Active
Cardio screeningAdults · Check-up 2026€95Active
Thyroid programmeWomen · Women 40+€140Active
Sports medical checkAdults · All patients€120Active
Pregnancy monitoringWomen · All patients€1 050Inactive
Create packageDraftSave
Offer type
Price on requestOnly through the sales team
Direct purchasePrice shown, bought in the app
Drop the cover imagePNG, max 1 MBautumn-checkup.png420 KB
TitleEnter title SubtitleEnter subtitle
CategorySelectWomenMenAdultsChildrenPrice€0
AudienceAll patientsAll patientsWomen 40+ParentsAn audience also recommends the package on its members' home screen.
Icon · or pick a preset
Included services
Therapist consultationBlood panelAbdominal ultrasoundECGAdd service
NewsClinic news in the app feed: new services, doctors, opening hours and guides. Write it once, set the publication date and it appears for every patient on that day.
News6 news items · 5 activeAdd news
SearchStatusPublication date
TelemedicineOnline medical consultations from home · 23 Sep 2026Active
Two new ultrasound rooms openClinic news · 22 Sep 2026Active
Flu season: book your vaccination earlyPrevention · 15 Sep 2026Active
Saturday hours from 1 OctoberClinic news · 10 Sep 2026Active
How to prepare for a blood testGuides · 2 Sep 2026Active
New dermatology teamDoctors · 11 Aug 2026Active
New paediatric neurology teamDoctors · 26 Aug 2026Draft
Create newsDraftSave
Drop the cover imagePNG, max 1 MBTelemedicinetelemedicine-cover.png · 410 KB
TitleEnter title
SubtitleEnter subtitlePublication dateSelect dateToday · 23 Sep 20261 Oct 202615 Oct 2026
Text 0 charactersWrite the news text…
Show in the app feedHidden until switched on
RequestsEvery package requested in the app lands here with the patient, the offer, the price and the payment status, ready for your sales team to call back.
Sales requests8 requests · 4 waiting for payment
SearchOffer statusPayment status
LHLena HoffmannCardio screening · 21.09, 20:21€95NewUnpaid
MSMiriam SchulzWomen's check-up 40+ · 21.09, 15:09€690NewUnpaid
SKSophie KellerPregnancy monitoring · 16.09, 12:47€1 050ContactedUnpaid
JBJonas BeckerChildren check-up 11-17 · 15.09, 17:22€380ContactedUnpaid
CNClara NeumannThyroid programme · 07.09, 20:52€140DonePaid
FWFelix WagnerMen's check-up 40+ · 07.09, 13:39€620DonePaid
TRTobias RichterSports medical check · 27.08, 19:30€120DonePaid
HVHanna VogelWomen's check-up 40+ · 10.08, 11:20€690DonePaid
Sales requestCardio screening · Lena HoffmannNewUnpaidSave
Offer statusNewNewContactedDonePayment statusUnpaidUnpaidPaid
Offer
TitleCardio screeningSubtitleECG, echo and a cardiologist visitOffer typeDirect purchaseCategoryAdults
Requestor
NameLena HoffmannPhone+49 151 2*** 4471Emaillena.h***@mail.dePayment typeCardPrice€95Created at21.09.2026, 20:21
Also in the back office

The back office does more than send messages

The same place carries what patients see in the app, and what they send back to you.

Banners

Scheduled, multilingual promo banners in the patient app: title, subtitle, CTA and deep link, with colour and icon, auto-published and auto-expired.

Packages

Sellable service bundles that patients buy in the app, or request a price for when the offer needs a conversation first.

News

In-app announcements that keep patients reading between visits and give a campaign somewhere to land.

Sales requests

Every inbound enquiry, such as a package request, arrives in one inbox for your team to follow up.

Reporting

You see what came back

Every run is measured against the audience it targeted, so a campaign either earns its place or it does not. The figures are your own, from your own patients.

  • Recovered visitsPatients from a lapsed audience who booked after a run, attributed to the campaign that reached them.
  • Reach rateHow much of an audience was actually reached, and on which channel the message landed.
  • Staff hours savedList building and calling replaced by scheduled runs, counted against what the work used to take.
Campaign Report

Runs on your data, inside your walls

The retention engine is part of your deployment, not an outside marketing tool holding a copy of your patient list.

Your serversYour patient list stays homeSelf-hosted on your servers or managed cloud in the EU. Audiences and campaigns never leave the deployment you control.
ConsentRespected on every runChannel consent and unsubscribes are checked before each send, with an audit trail per campaign.
Your HISAudiences from live dataSegments are built from real visits and appointments, so an audience is never a stale export.

Want to see an audience built from your own data? Book a demo

Questions

Questions clinics ask

The ones that come up on every first call.

Do we need someone who can write queries?

No. You describe the audience in plain language and preview exactly who matches before anything is sent.

What is the difference between a static and a dynamic audience?

A static audience is fixed at the moment you create it. A dynamic one is recalculated, so it follows the data.

Which channels can we use?

Email, SMS and push. Either in a fallback order, so a patient is reached on whichever works, or on all of them at once.

Will our patients be spammed?

No. Campaigns stop for anyone who books, and pause for anyone who has ignored them repeatedly.

Can we see whether it worked?

Every run reports attempts, delivered, failed and reach, broken down by channel and by batch.

Where does our patient data go?

Nowhere. Segments are built against your own data inside your own deployment.

Get started

See it segment your own patients

In a 15-minute call we build an audience live, on your data, and show what a first recovery campaign would reach. No slides, no commitment.

Book a Demo

or email us at info@getholty.com

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