Your Role in MedStrato
Marketing and Business Development teams use MedStrato to run multi-channel campaigns, create AI-assisted content, track market trends, and identify business opportunities.This guide maps your daily workflows to MedStrato features. For detailed instructions, follow the links to specific guides.
Your Key Workflows
1. Campaign Management
Create and execute email campaigns to engage KOLs and customers.| Task | Where in MedStrato | Guide |
|---|---|---|
| Create a new campaign | Campaigns → New Campaign | Campaigns Overview |
| Choose campaign type | Campaign → Select type (Product Update, Newsletter, etc.) | Campaigns Overview |
| Build your audience | Campaign → Audience tab | Campaigns Overview |
| Select email template | Campaign → Template selection | Email Templates |
| Personalize with variables | Campaign → Edit email content | Personalization Variables |
| Preview and test | Campaign → Preview | Preview & Test Emails |
| Schedule or send | Campaign → Schedule settings | Campaigns Overview |
| Track performance | Campaign → Analytics | Campaigns Overview |
- Product Update: Announce new features or improvements
- Event Invitation: Invite audience to events
- New Product Launch: Major product announcements
- Newsletter: Regular updates and content digest
- Custom: Flexible format for any purpose
- Delivery rate
- Open rate
- Click rate
- Unsubscribe rate
- Bounce rate
2. Content Creation (Press & Articles)
Generate AI-assisted marketing content.| Task | Where in MedStrato | Guide |
|---|---|---|
| Create a new article | Press → New Article | Create Article |
| Generate with AI assistance | Article → AI content generation | Create Article |
| Refine and improve content | Article → Improve tools | Improve Article |
| Add SEO keywords | Article → Keyword settings | Improve Article |
| Publish or export | Article → Publish/Download | Press Overview |
- Blog articles
- Press releases
- Product announcements
- Thought leadership pieces
- Case studies
3. Market Intelligence
Track trends and identify opportunities.| Task | Where in MedStrato | Guide |
|---|---|---|
| Monitor market trends | Trends → Dashboard | Trends Overview |
| View funding flows by region | Trends → Geographic view | Trend Details |
| Track procurement opportunities | Opportunities module | — |
| Analyze competitive signals | Signals → Industry filter | Signals Overview |
| Generate market research | Investigations → Market Analysis template | Create Investigation |
- Funding amounts by region
- Procurement activity
- Project timelines
- Currency conversions
4. KOL Engagement for Marketing
Coordinate with Medical Affairs on KOL outreach.| Task | Where in MedStrato | Guide |
|---|---|---|
| View KOL database | KOL → Dashboard | KOL Management |
| Filter KOLs for campaigns | KOL → Filters (tier, specialty) | KOL Management |
| Add KOLs to campaign audience | Campaigns → Audience → Add KOLs | Campaigns Overview |
| View KOL engagement history | KOL → Profile → Activity | KOL Profile |
5. AI-Assisted Workflows
Use MedStrato AI to accelerate marketing tasks.| Task | How to Access | What It Does |
|---|---|---|
| Create newsletter campaign | /campaign newsletter to [audience] | Draft newsletter content |
| Launch product campaign | /campaign launch [product] | Generate product launch sequence |
| Cold outreach to KOLs | /outreach cold to [specialty] KOLs | Draft introduction emails |
| Follow-up with contacts | /outreach followup | Generate follow-up sequences |
/ in the command bar.
Quick Start Checklist
Get set up in MedStrato as a Marketing user:Create your first campaign
Go to Campaigns → New Campaign and select a campaign type. Guide
Build your audience
Add KOLs from the database or import external contacts to your campaign audience.
Set up email templates
Explore available templates and customize for your brand. Guide
Register your products
Go to Products → New Product to add your product portfolio for campaign association. Guide
Explore market trends
Go to Trends to see funding and procurement activity in your target markets. Guide
Metrics You’ll Track
| Metric | Where to Find | Why It Matters |
|---|---|---|
| Campaign open rates | Campaigns → Campaign analytics | Measure subject line effectiveness |
| Click-through rates | Campaigns → Campaign analytics | Measure content engagement |
| Audience growth | Campaigns → Audience tab | Track list building progress |
| Content production | Press → Article list | Monitor content output |
| Market trends | Trends → Dashboard | Identify opportunity timing |
Campaign Planning Calendar
MedStrato helps you plan campaigns around events and product milestones:| Timing | Campaign Type | Audience |
|---|---|---|
| 4 weeks before event | Event Save the Date | Target attendees |
| 2 weeks before event | Event Invitation | Target attendees |
| 1 week before event | Event Reminder | Registered attendees |
| Post-event | Thank You + Content | Attendees |
| Product launch | Launch Announcement | Full list |
| Monthly | Newsletter | Subscribers |