Insights
Creating personalized patient experiences with Marketing Cloud
by Julie Franz
2/21/25
Let’s be honest—healthcare is falling behind when it comes to creating connected, personalized experiences. While industries like retail and finance have mastered the art of tailoring engagement to individual needs, healthcare still struggles with fragmented systems, siloed communications, and a general lack of patient-centered experiences.
And consumers have noticed.
According to Gallup, 51% of consumers in the U.S. have a negative perception of the healthcare industry. That’s a staggering statistic for an industry designed to care for people.
At the same time, healthcare organizations are under immense pressure—rising costs, staffing shortages, and growing competition from non-traditional players like Amazon and CVS Health.
Patients deal with conflicting answers from their provider and health plan. They may be hit with unexpected bills for procedures they thought were covered. Or they struggle to find clear, digestible information about their care.
The good news? Healthcare organizations are starting to invest in breaking down these silos—integrating data, improving transparency, and streamlining the patient experience.
But true transformation doesn’t happen overnight.
It starts with a more intentional engagement strategy for getting there. And that’s where Salesforce Marketing Cloud comes in—a leading platform that makes personalization possible throughout patient communications. Keep reading to discover ideas for how this technology can streamline and add clarity to healthcare experiences.
New member onboarding: Set up automated journeys to welcome new members and guide them through their plan benefits, online portals, and mobile app features, ensuring they know how to navigate their coverage from day one.
Educational journeys: Break down hard-to-understand topics like specialty drug coverage, out-of-pocket costs, or health literacy basics. Marketing Cloud journeys can be set up to help members understand key terms and documents (like an Explanation of Benefits) before they run into confusion.
Chronic disease management: Offer personalized support for members managing conditions like diabetes, asthma, or heart disease. Provide resources on remote monitoring tools, peer support groups to empower self-management.
And consumers have noticed.
According to Gallup, 51% of consumers in the U.S. have a negative perception of the healthcare industry. That’s a staggering statistic for an industry designed to care for people.
At the same time, healthcare organizations are under immense pressure—rising costs, staffing shortages, and growing competition from non-traditional players like Amazon and CVS Health.
So why does healthcare feel so disjointed and impersonal?
Healthcare exists as an interconnected ecosystem of payers, providers, employers, pharmaceutical companies, med tech firms, and more—all working together to shape a patient’s experience. But that complexity often results in a disconnected, frustrating journey for consumers.Patients deal with conflicting answers from their provider and health plan. They may be hit with unexpected bills for procedures they thought were covered. Or they struggle to find clear, digestible information about their care.
The good news? Healthcare organizations are starting to invest in breaking down these silos—integrating data, improving transparency, and streamlining the patient experience.
But true transformation doesn’t happen overnight.
It starts with a more intentional engagement strategy for getting there. And that’s where Salesforce Marketing Cloud comes in—a leading platform that makes personalization possible throughout patient communications. Keep reading to discover ideas for how this technology can streamline and add clarity to healthcare experiences.
Marketing Cloud use cases for healthcare payers
For healthcare payers, education and proactive communication are game changers. The more members understand their benefits and coverage, the fewer surprises and frustrations they face. Here are a few ways Salesforce Marketing Cloud can help:New member onboarding: Set up automated journeys to welcome new members and guide them through their plan benefits, online portals, and mobile app features, ensuring they know how to navigate their coverage from day one.
Educational journeys: Break down hard-to-understand topics like specialty drug coverage, out-of-pocket costs, or health literacy basics. Marketing Cloud journeys can be set up to help members understand key terms and documents (like an Explanation of Benefits) before they run into confusion.
Chronic disease management: Offer personalized support for members managing conditions like diabetes, asthma, or heart disease. Provide resources on remote monitoring tools, peer support groups to empower self-management.
Get a Marketing Cloud Health Assessment
At Horizontal, we believe that your technology is only as good as the strategy behind it. Are you ready to get the most out of Marketing Cloud? Partner with our experts for a Marketing Cloud Health Assessment.
Learn more (Opens in a new tab)Marketing Cloud use cases for healthcare providers
Providers have an equally critical role in shaping the patient experience. Timely, relevant communication can make a huge difference in access to care and health outcomes. Here’s how:Find a doctor and appointment booking: Create location-based journeys to recommend nearby physicians with available appointments, helping patients find care faster and reducing gaps in treatment.
Urgent care and ER follow-ups: Engage patients who recently visited urgent care, guiding them toward establishing relationships with a primary care provider. Similarly, follow up with patients who visited the ER for non-emergency situations, and educate them on lower-cost care options for the future.
Preventative care reminders: Send automated alerts when patients are due for key health milestones like annual wellness visits, mammograms, or flu shots, to encourage proactive care.
The path forward: Small steps, big impact
Transforming the healthcare experience doesn’t require an overnight overhaul. But it does require intentionality—starting with small, strategic improvements that make healthcare feel less transactional and more personal.Salesforce Marketing Cloud offers the tools to build meaningful, patient-centered engagement journeys—bridging gaps, reducing frustration, and making healthcare feel more human.
Start building a better healthcare experience.
Download our Humanizing Healthcare Experiences whitepaper for more inspiration.
Promoted Content
Insights
How to deliver personalized experiences with Data Cloud and Marketing Cloud
Discover how dynamic duo transforms raw data into new dimensions of personalization and engagement.
See MoreHow to deliver personalized experiences with Data Cloud and Marketing CloudeBook
Connected experiences that humanize healthcare
From appointment scheduling to follow-up care, great patient experiences are what set healthcare organizations apart.
See MoreConnected experiences that humanize healthcare