Overview
Automated emails and SMS help you respond to leads and nurture them into treatment. DenGro provides pre-written, tested messaging journeys to support your front-of-house team without extra effort from you.
Messages vary based on the treatment a lead enquired about and their stage in the decision-making journey.
Are Messages Sent Automatically?
Yes! Messages send automatically based on updates to a lead’s profile or user actions:
New Lead Added:
Leads from online forms enter messaging journeys automatically, depending on your practice settings.
Leads added manually can have messages switched OFF by the user adding them.Lead Status Changed:
When a lead’s status updates (e.g., NEW → APPOINTMENT BOOKED), users can choose to switch OFF certain messages.
If messages are globally switched OFF at that status point, changes can’t be made individually.Pre-Set Deployment Schedule:
Each journey follows a specific schedule to time message delivery.
How Does DenGro Choose Which Messages to Send?
DenGro selects a messaging journey based on these factors:
1. Treatment
Each lead must have a treatment assigned, which determines the messaging journey.
DenGro supports 190+ dental and aesthetic treatments, each with a unique messaging path.
2. Lead Status
Messages adapt to where the lead is in their journey.
For example:
New leads receive informational messages with calls to book appointments.
Post-appointment leads receive finance info and next-step prompts.
3. Journey and Message Status
Pro Plan users can customise journeys with Editable Automation.
Growth Plan users can switch off messages at status points via practice settings:
Go to Settings (⚙️ top right) > Details > Lead Automation Preferences to toggle off status points.
4. Groups
If you belong to a Group or Network, you might get Group-specific journeys triggered by marketing campaigns.
Group journeys match Group branding and can only be edited by Group admins.
5. Overrides
DenGro’s logic picks the best-fit journey based on treatment hierarchy and availability.
Example: If no journey exists for Invisalign, DenGro falls back to Orthodontics, then Default Dental.
Can I Edit These Messages?
Pro Plan: Yes, you can fully customise automated messaging sequences.
Growth Plan: No, messages are fixed but can be personalised with your practice details.
DenGro’s messages are crafted for optimal engagement and open rates.
How to Personalise Messages
Keep your Practice Details updated with:
Contact info
Location
Social media links
Opening hours
Custom signature
Practice logo
Notification banners
A Manager-level user can update these at:
Settings (⚙️ top right) > Details
Can I Switch Off Messages?
Yes, you can disable messages either:
Globally: Toggle off status points on the Details page
Individually: When adding a lead or changing their status, toggle off messages for that lead
GDPR and Data Consent
DenGro respects data privacy. You control what messages get sent through your GDPR settings:
Legitimate Interest: DenGro sends messages regardless of explicit consent captured online.
Consent Required: Messages send only if explicit consent to contact is recorded.
Set your GDPR preferences on the Practice Details page.