Overview of Cherry Integration with Aesthetix CRM

Learn more about custom fields, workflows, triggers, and actions available with the Cherry integration.

Cherry Integration Benefits & Automation:

  • Segment contacts based on patient financing data for more targeted campaigns

  • Capture Cherry payment transactions to update opportunities if EMR does not have an integration

  • Collect data for better patient/client segmentation

  • Customize lead nurture with more advanced Cherry options that can be patient or practice-specific estimates.

  • Monthly email metric report of the past 90 days on Cherry usage with your practice.

Platform Connection Requirements:

Current Integration Available:

One-way sync from Cherry to Aesthetix CRM

  • New Patient Created Trigger

  • Patient Account Refreshed Trigger

  • Cherry Payment Successful Trigger (Cancelled, Refunded, Completed)

  • Reporting Metrics Trigger

  • Get Practice-Specific Estimates Action

Other Integration Options Available (Custom Setup Pricing Upon Request):

  • Get Patient-Specific Estimates Action

Custom Fields Available:

Cherry Account Status

SINGLE_OPTIONS

{{ contact.cherry_account_status }}

Cherry Account Balance

MONETARY

{{ contact.cherry_account_balance }}

Cherry Balance Status

SINGLE_OPTIONS

{{ contact.cherry_balance_status }}

Cherry Application Completed Date

DATE

{{ contact.cherry_application_completed_date }}

Cherry Invoice Number

TEXT

{{ contact.cherry_invoice_number }}

Cherry Practice 6-Month Estimate

LARGE_TEXT

{{ contact.cherry_practice_6month_estimate }}

Cherry Practice 12-Month Estimate

LARGE_TEXT

{{ contact.cherry_practice_12month_estimate }}

Cherry Patient 6-Month Estimate

LARGE_TEXT

{{ contact.cherry_patient_6month_estimate }}

Cherry Patient 12-Month Estimate

LARGE_TEXT

{{ contact.cherry_patient_12month_estimate }}

Cherry Increase Eligible

SINGLE_OPTIONS

{{ contact.cherry_increase_eligible }}

Cherry Extension Eligible

SINGLE_OPTIONS

{{ contact.cherry_extension_eligible }}

Cherry Last Payment Date

DATE

{{ contact.cherry_last_payment_date }}

Cherry Payment Status

SINGLE_OPTIONS

{{ contact.cherry_payment_status }}

Cherry Payment Amount

MONETARY

{{ contact.cherry_payment_amount }}

Cherry Patients Smartlist for Segmentation Overview

Below is a quick video detailing how to utilize the smart list for Cherry Patients segmentation.

Welcome to this quick video walkthrough of the Cherry Patient Smart List inside Aesthetix CRM.

The Cherry Smart List is a dynamic, auto-updating contact list that pulls patient data directly from your Cherry integration. This list is populated and refreshed in real time based on several Cherry events, including:

  • When a new patient is created in Cherry

  • When an existing patient is refreshed

  • When a Cherry payment is made

  • And when we first connect your Cherry integration and pull in all active patient records

Once synced, your Smart List becomes a living database of your Cherry patients.

What’s Included in the Smart List

In addition to standard contact info, we’ve added two custom data columns:

  • Account Status: Indicates if the patient’s Cherry account is active or inactive

  • Active Balance: Shows the patient’s available balance through Cherry

This gives you deeper insight into your patients' financing eligibility at a glance.

How You Can Use This List

With this Smart List, you can target or exclude Cherry patients from campaigns with precision:

  • Want to send a promo to patients with $5,000+ in Cherry balance? Easily done.

  • Running a Cherry financing campaign and want to exclude current Cherry users? Also easy.

This kind of segmentation allows you to create hyper-personalized marketing strategies that convert.

Cherry Social Media & Graphics Access in Aesthetix CRM

In this video, we’ll show you how to easily access and use your Cherry-branded social assets inside Aesthetix CRM.

Cherry creates a wide variety of marketing assets—everything from seasonal graphics to promotional content. While these are typically available through your Cherry Practice Portal, we’ve made it even easier by importing them directly into your Aesthetix CRM media library.

To get started:

  1. Click on Marketing in the main menu

  2. Then select Media

You’ll land in your Media Storage, where you’ll see a folder named Cherry. Inside, you’ll find organized subfolders—like Seasonal, Holiday, and other content categories—making it simple to browse and find what you need.

All Cherry assets are ready to be used across your CRM tools:

  • Add them to emails and SMS messages

  • Use them for social media posts

  • Incorporate them into campaigns and automation

Everything is seamlessly integrated with the Email Builder, SMS, Funnel Landing Page Builder, and Social Media Content Planner.

These assets help you promote Cherry patient financing more effectively, engage your audience with professional, on-brand content, and drive more conversions and new business to your practice.

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