A Step-by-Step Guide to Using Steer Health's AI Marketing Tool

Steer Health's newly integrated marketing outreach tool, powered by ChatGPT-4, offers you a seamless way to engage with your target audience on SMS, Email, Blogs, and more.  


In this step-by-step guide, we will walk you through the process using this tool to create compelling campaigns, personalize content, and schedule automated outreach. Let's get started!

Step 1: Sign In on the Steer Platform and Navigate to Outreach

To begin, sign in on the Steer platform and access the Outreach section on the left bar. This is where you'll find all the necessary tools to create and manage your campaigns effectively. Click on "Create New Campaign" on the right bar.

Here you'll see the following menu allowing you to give the campaign a name, choose the outreach channel you'd like to use, and set an outreach date and timing.



Step 2: Select Your Campaign Type and Target Audience

In this step you can select your target audience to ensure your message reaches the right recipients. Your target audience may differ based on their age, the last time they visited your practice, or the type of insurance model. You can also upload external lists that come from excel and sheets. Keep in mind that you will need to provide first name, last name, telephone number am email for an effective campaign.


Step 3: Choose a Topic and Filter

Now, it's time to choose a topic for your campaign. Steer Health's marketing outreach tool provides filtering options such as allowing you to select between educational, promotional, and helpful content. This ensures that your message aligns with your goals and resonates with your audience.



Step 4: Let ChatGPT Generate the Text

Harnessing the power of ChatGPT, Steer Health's tool generates a draft text for your campaign based on the selected topic and filters. Review the generated text in the next window.

Step 5: Edit and Customize the Text

In the next window, you have the opportunity to edit and customize the generated text. Tailor it to your specific needs, add a personal touch, and ensure the content reflects your brand's voice and values. Make any necessary changes to enhance clarity, tone, and relevance.

Before proceeding, take a moment to verify the facts and accuracy of the content. Ensure that all information is correct, up-to-date, and aligned with your organization's policies and guidelines. Thoroughly review the text to maintain credibility and professionalism.

Step 6: Add Images or Links

To enhance the visual appeal and interactivity of your campaign, you can add relevant images or links. Visuals can capture attention and help convey your message effectively. Incorporate any logos or include relevant links to drive engagement and encourage further exploration.


Step 8: Ready to Go!

Congratulations! You have successfully created and scheduled your campaign using Steer Health's marketing outreach tool. Sit back and let the platform do the rest, reaching your target audience with engaging, personalized content.


Steer Health's enhanced marketing outreach tool, integrated with ChatGPT, simplifies and optimizes the process of creating impactful campaigns for healthcare practices and clients. By following this step-by-step guide, you can leverage the power of AI-generated content, customize your messaging, and schedule automated outreach.

Embrace this powerful tool to connect with your target audience effectively, foster patient engagement, and drive positive health outcomes!

New call-to-action

Back to Blog