Email Marketing

The Strategy Behind Great Healthcare Email Marketing

By Just Digital Team
The Strategy Behind Great Healthcare Email Marketing Cover

Healthcare email marketing doesn’t get the credit it deserves.

While everyone’s chasing social algorithms and pouring money into paid campaigns, email quietly does what it’s always done, keeps patients informed, connected, and engaged. It’s direct. It’s personal.

And for hospitals and large healthcare organizations, where communication at scale still needs to feel human, email is one of the most powerful tools you’ve got.

The problem? Most healthcare systems aren’t using it well.

This post is here to change that. We’ll break down what effective healthcare email marketing actually looks like at the enterprise level, how to approach it strategically, what types of emails to send (and when), and how to build a system that supports real patient relationships across departments, locations, and time.

What Makes Healthcare Email Marketing Unique

Healthcare email marketing isn’t about pushing promotions or chasing clicks. It’s about building relationships, often slowly, quietly, and over time.

You’re not just selling a service. You’re supporting someone’s well-being. That changes the tone, the timing, and the entire approach.

In most industries, email is used to spark urgency or drive instant conversions. But in healthcare, the value is in the long game. A thoughtful email can reassure a nervous patient, offer education when it’s needed most, or simply remind someone that you’re here when they’re ready.

That’s what makes healthcare email marketing different. It supports both acquisition and retention, not with flashy offers, but with consistent care. It lets you extend the relationship beyond the appointment and stay present during the in-between moments, when trust is built.

Used well, it becomes less about marketing and more about continuing the conversation that started in the exam room.

Core Strategy: What You Need Before You Hit Send

Effective healthcare email marketing doesn’t happen by chance. It’s built on strategy, on knowing your goals, understanding your audience, and delivering the right message at the right time. Before you start writing subject lines or scheduling campaigns, make sure you’ve laid the groundwork.

Define Your Goals

Every email should do one thing well. In healthcare email marketing, you’re not trying to sell on impulse. You’re building trust over time. That’s why each campaign needs a clear purpose. Are you:

  • Encouraging patients to schedule their annual checkups?
  • Sharing seasonal health tips or educational resources?
  • Re-engaging lapsed patients?
  • Introducing a new provider or location?

Without a clear goal, your message can feel scattered or irrelevant. Worse, it can erode trust.

Focus each campaign around one primary objective. This sharpens your messaging, strengthens your call to action, and ensures that every part of the email works together to support the outcome you want. Clarity builds confidence, and confidence turns into action.

Build a Quality, Consent-Based List

Your list is the foundation of every healthcare email marketing effort. But not just any list, a permission-based list built on trust and transparency.

Start at the source: your intake process. Whether it’s digital or on paper, include a clear opt-in checkbox that lets patients choose to receive health tips, clinic news, and promotional emails. Tell them exactly what they’ll get and how often.

Then extend your reach online. Add email sign-up forms to your website, blog, and social media profiles. Use pop-ups, banners, or dedicated landing pages to invite people in. Offer something meaningful in return: a wellness guide, exclusive updates, or early access to events.

And above all, make consent a priority. In healthcare email marketing, getting permission isn’t just about compliance. It’s about honoring the relationship patients have with your practice.

Segment Your Audience Intelligently

No two patients are alike, and your emails shouldn’t treat them that way.
Smart segmentation is one of the most powerful tools in healthcare email marketing. It allows you to tailor your messaging based on what matters to each group, without crossing any ethical lines.

You might segment by:

  • Patient status: new vs. established
  • Interests: family care, aesthetics, chronic condition support
  • Engagement: active readers vs. inactive subscribers
  • Location: especially if you have multiple offices or regional events

Avoid segmenting by diagnosis or specific medical data unless patients have clearly opted in. Instead, let them self-select their preferences during sign-up—topics, frequency, or areas of interest. This kind of transparency makes your emails feel relevant and respectful.

Automate the Right Touch Points

Automation is what makes healthcare email marketing scalable, but it should never feel mechanical.

The goal is to reach the right people at the right time with helpful, human messages. That starts with key workflows like:

  • A welcome email for new patients
  • Appointment reminders that reduce no-shows
  • Follow-ups that offer post-visit resources or surveys
  • Birthday messages that add warmth and personality
  • Reactivation emails that check in with patients who haven’t booked in a while

These automated touch points help you stay consistent, without adding more to your team’s plate. And when done right, they make patients feel seen and cared for long after they’ve left your office.

Plan Your Content Calendar

In healthcare email marketing, consistency beats intensity. One email won’t build loyalty, but regular, thoughtful communication can.

Create a simple content calendar that outlines your email cadence and themes. Most practices do well with 1–2 emails per month. What matters more than frequency is rhythm and relevance.

Your calendar might include:

  • Educational content (e.g., cold/flu season tips, FAQs, wellness advice)
  • Relational updates (e.g., provider spotlights, community involvement)
  • Promotional campaigns (e.g., new services, referral programs, limited-time offers)
  • Operational updates (e.g., holiday hours, policy changes, new locations)

Every email should add value, whether it informs, reminds, or simply reassures. If it feels like it’s written for the patient, not at them, they’ll keep opening.

At its best, healthcare email marketing doesn’t feel like marketing. It feels like care. A gentle reminder. A familiar voice. A quiet way to say, we’re still here when you need us.

Build your strategy around that, and you won’t just stay top of mind. You’ll stay trusted.

What to Write: The Anatomy of a Great Healthcare Email

Once your strategy is set, it’s time to write the actual email—the part your patients will see, scan, and hopefully take action on. And here’s the good news: healthcare email marketing doesn’t have to be clever or complex. It just has to be clear, useful, and worth opening.

Let’s walk through the key components of a high-performing healthcare email—and use a real Zocdoc email to show how it all comes together.

Subject Line: Say What You Mean

Zocdoc 4

Your subject line is your first impression. In healthcare email marketing, the goal isn’t to shock or sell, it’s to set expectations. Keep it simple and direct. Think of what a patient would actually want to know.

Zocdoc keeps it simple with: “Book your first appointment with Zocdoc” It’s direct, action-oriented, and immediately tells the recipient what to expect.

Examples:

  • “Flu season is here—what to know”
  • “Saturday appointments now available”
  • “Your heart health checklist for February”

The clearer the subject line, the more likely it gets opened.

Header & Body: Keep It Simple

The Strategy Behind Great Healthcare Email Marketing Zocdoc

People don’t read every word on an email, they scan. A great healthcare email doesn’t try to say everything. It focuses on one thing, says it clearly, and moves on. Keep your copy:

  • Skimmable (use bullet points and subheadings)
  • Conversational (avoid medical jargon unless it’s necessary)
  • Focused on one message per email

This is one of the core principles of healthcare email marketing: respect people’s time and make the message easy to understand at a glance.

Zocdoc’s email does this well:

  • Headline reinforces the subject line
  • Body copy is short, friendly, and focused
  • Visual hierarchy is clear: headline → body → CTA

It doesn’t try to say everything. Just the next best step.

CTA: Make the Next Step Clear

Zocdoc 2

If you’re sending a marketing email, there’s usually something you want the reader to do. Book an appointment, read an article, RSVP to an event. In healthcare email marketing, your CTA (call to action) should be easy to spot and even easier to act on. Use buttons, bold links, or short statements like:

  • “Book your visit”
  • “Read more health tips”
  • “Check availability now”

Don’t overthink it. Just guide them to what’s next.

In the Zocdoc example, there’s one clear CTA: “Book an appointment”. It’s bright, centered, and repeated. There’s no confusion about what to do next.

Visuals: Keep It Real and Clean

Zocdoc 3

The best images in healthcare emails are the ones that add warmth or context.

Photos of your team, your clinic, or friendly illustrations can go a long way. Just skip the generic stock photos when you can. A good visual supports your message. It shouldn’t compete with it.

A well-placed image can elevate the entire experience of healthcare email marketing, making the message feel more human and less like a mass blast.

Zocdoc uses friendly, brand-aligned colors and simple illustrations. The mobile screenshot shows exactly what users can expect. It feels polished but accessible.

Personalization: Just Enough to Feel Noticed

You don’t need to personalize every inch of the email. A name in the greeting, a relevant interest tag, or a message that acknowledges who they are (new vs. returning patient, for example) can be enough.

The best personalization in healthcare email marketing doesn’t scream “we have your data.” It quietly says, “we see you.”

You don’t have to write the perfect email. You just have to write a clear one.

If it’s easy to read, easy to act on, and respectful of the reader, you’re doing healthcare email marketing the right way.

Email Examples That Connect and Convert

The best part about healthcare email marketing is its flexibility—you can use it to educate, re-engage, or drive action, all without overwhelming your audience. Each email should serve a purpose, and that purpose should align with what your patient actually needs.

Below are real examples organized by common goals, plus a few tips that most healthcare practices miss.

Build Connection from the Start

The Strategy Behind Great Healthcare Email Marketing Sesame

Goal: Introduce your practice, make a great first impression

Too many welcome emails feel like a receipt. They say “thanks for signing up” and move on. That’s a missed opportunity. Instead, use your welcome email to:

  • Share your care philosophy or mission
  • Introduce the team (include photos!)
  • Set expectations: how often will you email them, and what will they get?

Take Sesame’s welcome email as a great example.

It leads with approachable imagery, two women talking casually, one in a white coat. It immediately sets a tone of comfort and care. Then it delivers a clear message: “Whatever you need, Sesame clears your way to care.”

From there, it gives quick access to next steps—like same-day care and COVID-related services—without overwhelming the reader. It’s a blend of welcome, reassurance, and next-action guidance, all in one.

Pro tip: Include links to helpful content like “what to expect at your first visit” or “our most-read blog posts.” It positions your practice as a trusted resource.

Boost Retention with Thoughtful Nudges

The Strategy Behind Great Healthcare Email Marketing Ivee

Goal: Stay top of mind and make patients feel remembered

Retention in healthcare email marketing isn’t just about reminders, it’s about staying relevant in moments that matter.

A great example of this is the email from ivee, which nudges the patient with a reminder that a complimentary consultation is still available.

It doesn’t push or sell. Instead, it reframes the message as something the patient might have missed, and pairs it with a list of clear, value-driven benefits, like personalized health plans, real-time support, and access to IV therapy or at-home testing.

The design is soft, easy to read, and focused on care.

Here are a few other examples hospitals and healthcare systems can apply:

  • Birthday emails: Simple, automated, and a great way to stay personal
  • Check-in emails: “We haven’t seen you in a while—here’s what’s new”
  • Post-visit follow-ups: Send general wellness tips or FAQs related to their appointment type

Follow-ups don’t need to be medical. They can be relational. “Hope you’re feeling better, here’s something we thought you might enjoy reading” goes a long way.

Increase Engagement with Stories and Series

The Strategy Behind Great Healthcare Email Marketing Everlywell

Goal: Encourage more clicks, interaction, and curiosity

If every email your patients get is about flu shots, clinic hours, or portal logins, engagement will tank. That’s where content-led healthcare email marketing can do heavy lifting.

The Everlywell email is a perfect example. It doesn’t promote a product directly—it leads with education.

The headline is clear: “Triglycerides, weight, and heart health.” The visual is warm, the copy is easy to understand, and the CTA (“On the Blog”) drives the reader to dig deeper if they’re interested.

Here’s what this email does right:

  • It teaches something most people don’t know
  • It speaks like a person, not a physician’s note
  • It’s visually calm and inviting, not clinical
  • The content is focused, but opens the door to more

For hospitals and larger healthcare systems, this is an opportunity:

  • Monthly wellness newsletters: Curate links from your blog, new research, or even physician-written articles. Keep the tone light but informative.
  • Service spotlights: Think “What to Expect from Your First Sleep Study” or “When to Consider a Heart Screening”.
  • Patient stories or testimonials: Real voices (with permission) resonate. A short quote + a photo can be more powerful than a whole article.
  • Email series by theme: Try a short series like “3 Days to Better Sleep” or “5 Emails to Help You Understand Your Heart Health.” Let patients opt in to a mini-course format.

Educational content isn’t just for blog posts. Email is one of the best ways to deliver it, especially if your audience wouldn’t go looking for this info on their own.

Great healthcare email marketing doesn’t just notify. It teaches. It builds interest. And it reminds patients that you’re more than a provider, you’re a resource they can trust, even between visits.

Drive Action Without Sounding Pushy

The Strategy Behind Great Healthcare Email Marketing goodrx

Goal: Get patients to do something—book, refer, respond

You can be direct without being pushy. Especially if you’ve already delivered value consistently.

Take this email from GoodRx. It gets straight to the point: “Find the lowest price on prescriptions.”

The design is clean. The copy is simple. The CTA, “Start saving”, is focused, friendly, and actionable.

It also does something many healthcare brands forget: it explains how it works. Bullet points walk you through the steps, compare prices, get coupons, save at the pharmacy. That transparency builds confidence.

Other ways to drive action in a hospital or large system setting:

  • Limited-time promotion on elective services
  • Reopening or relocation announcements
  • Referral requests sent after a successful visit, with one-click review or referral links

Your CTA (call to action) doesn’t have to be “Book Now.” Try softer alternatives like:

  • “See what’s new”
  • “Check available times”
  • “Share with a friend who might need this”

Those tiny tweaks can significantly increase click-throughs.

Healthcare email marketing works best when your emails feel like something worth opening. The more intentional you are with your goals, the easier it is to write emails that actually lead somewhere.

Tools & Features to Make Healthcare Email Marketing Easier

The right platform makes healthcare email marketing a whole lot less overwhelming, and a lot more effective. You don’t need anything fancy, just tools that save time, keep you organized, and make your emails look good on any device.

But not all email platforms are built with healthcare in mind. Here’s what to look for (and what to skip).

Choose a Platform That Fits Your Needs—Not Just Your Budget

Start with this question:

Are you sending general practice updates, or are you handling protected health information (PHI)?

If you’re sending appointment reminders with names, health history, or anything sensitive, you need a HIPAA-compliant provider. That means the platform offers encryption, data protection, and a signed Business Associate Agreement (BAA). Paubox and LuxSci are solid options here.

But if you’re only sending newsletters, wellness tips, and clinic updates—no PHI—you can use more general tools like:

  • Mailchimp – Great starter platform with solid automation and templates; ideal for newsletters and basic campaigns
  • Constant Contact – Built for small businesses; good support and event tools; easy to use even if you’re not tech-savvy
  • Klaviyo – Originally built for ecommerce, but great if you want more advanced segmentation and automation
  • ConvertKit – Excellent for practices doing a lot of educational content or email courses (especially if you blog regularly)
  • MailerLite – Lightweight, budget-friendly, and surprisingly powerful; easy to build and send professional-looking emails

Don’t just pick what’s popular. Pick what feels intuitive for your team, because the best platform is the one your team will actually use consistently.

Features That Actually Make a Difference

You don’t need a bloated tool with 90 features you’ll never touch. Just focus on these:

  • Segmentation: Group patients by interest, activity, or signup source so you’re not sending the same message to everyone.
  • Templates: Reusable designs save time and help keep branding consistent, even if you’re not a designer.
  • Automation: Set up welcome emails, appointment follow-ups, birthday greetings, and re-engagement flows once, then let the system handle the timing.
  • Mobile optimization: Most people will read your emails on their phone. If it’s hard to read or slow to load, it’s getting deleted.
  • Built-in analytics: You don’t need a full report, but basic data—open rates, clicks, unsubscribes—helps you understand what’s working.

Some platforms integrate with scheduling software or EHR systems. That’s worth exploring if you want to streamline reminders or patient-specific updates later on.

Healthcare email marketing isn’t about picking the flashiest software. It’s about using the right tools to stay consistent, without adding to your workload. If a platform saves you time, reduces friction, and helps you send better emails, that’s the right one for you.

Metrics That Actually Matter in Healthcare Email Marketing

Most marketing teams in healthcare track open rates and call it a day. But if you’re part of a hospital or large healthcare organization, you need to go deeper.

Healthcare email marketing isn’t about chasing virality or racking up likes, it’s about delivering timely, relevant messages that drive measurable patient outcomes, support care continuity, and strengthen engagement at scale.

These are the metrics worth watching:

Open Rate

Benchmark: 20–25% is strong.

Open rates help you evaluate subject line performance and overall list health. If your numbers are trending low, consider whether you’re segmenting properly or whether your emails are landing in spam.

Try A/B testing subject lines by department or service line. What gets opened in pediatrics may not land the same in cardiology.

Click-Through Rate (CTR)

Benchmark: 2–4%

CTR shows whether recipients are interacting with the content inside the email, reading articles, scheduling appointments, or navigating to your portal. It’s a strong indicator of how aligned your content is with patient interests or needs.

If your CTR is low, revisit how you’re structuring CTAs. A single, well-placed link often outperforms multiple competing ones.

Booking Rates & Conversions

Ultimately, this is where email marketing proves its value.

Are emails contributing to appointment bookings, health screenings, class registrations, or digital form completions? Use UTM parameters or campaign-specific links to track what actions come from which email.

If you’re integrated with a CRM or patient portal, build workflows that can tie patient engagement directly to outcomes.

Unsubscribe Rate

Benchmark: Under 0.5%

High unsubscribe rates can signal disconnects in frequency, relevance, or transparency. Pay attention to spikes, especially after major announcements or systemwide emails.

A good unsubscribe rate means you’re reaching people who want to hear from you, and respecting the preferences of those who don’t.

Re-engagement Rate (Inactive Patient Outreach)

Reactivation emails are underutilized, but incredibly powerful at scale. If you’re sitting on a list of patients who haven’t engaged in 6–12 months, segment and send targeted content: screening reminders, wellness education, or updates from a relevant department.

Even a modest re-engagement rate from dormant segments can translate into significant ROI when you’re managing thousands of contacts.

Tracking metrics in healthcare email marketing isn’t just about optimization, it’s about operational insight.

Done right, these numbers help you understand what types of messaging move patients to action, where there’s friction, and how to better support both marketing and clinical goals.

Start with the basics. Refine over time. And always measure what matters most to your organization.

Email Is the Long Game

Here’s the thing about healthcare email marketing, you won’t always see immediate results. And that’s exactly why it works.

Email gives you a direct line to the people who’ve already chosen your hospital or healthcare system once, and might again, if they feel supported in the in-between. It’s not about clicks for the sake of clicks. It’s about creating meaningful, timely touch points that remind people: we’re still here for you.

You don’t need to build a complex system overnight. Start small. Choose one audience segment, one campaign, one goal. Send it. Then send the next one.

Over time, that consistency adds up. Patients start to recognize your name. They open your messages, schedule the follow-up, and come back. Not because of a promotion, but because your communication reflects the kind of care they expect from you in person.

And that’s the real win.

Ready to build a smarter, more effective healthcare email strategy?

We’d love to help. Call us, send an email, or schedule a quick meeting when it works for you.


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