With Automated Follow-ups, you can create reusable templates of configured follow-up activities that volunteer-staff users can add to Contact Records in just a few clicks. Templates make creating follow-up activities faster and easier for your volunteer-staff users, create standardized follow-up schedules and support forecasting and reporting. Your templates can include manual activities you complete by phone, meeting in person, or letter mail, in addition to automated activities that iCarol will send via Email or SMS on your behalf. When also subscribed to Public Web Forms, your automated SMS or email activities can include a link to a survey allowing for additional data collection.
Automated Follow-ups are intended to complement your existing follow-up program, build capacity, allow you to reach more people and prioritize your manual and personalized follow-up to those with higher needs and risk.
During this webinar you will learn how to:
Create reusable templates of configured follow-up activities
Schedule those follow-ups automatically when your form is submitted
Send follow-ups by Email or SMS/Text on your behalf according to your templates
Include surveys or other forms in follow-up Emails or SMS/Texts
In today's training you will learn: What is the Follow-up Activity feature How to enable and customize Scheduling Follow-ups (Manual / Automated) Completing Follow-ups New enhancement to Follow-ups (Complete Related forms from the follow up activity)
We Will Discuss: SMS General Information and Settings SMS/Text Notifications Sending SMS to volunteer/staff through iCarol Send Referrals by SMS/Text Send Follow ups by SMS – Manual and Automated 2-Way SMS Messaging Portal
You may want to use one or all of these Knowledge Base articles below to help you learn how to document and manage your contact record forms, and to help you develop processes to train your users to follow. Please sign into iCarol before selecting ...
What are Automated Follow-ups? With Automated Follow-ups, you can create reusable templates of configured follow-up activities that volunteer-staff users can add to Contact Records in just a few clicks. Templates make creating follow-up activities ...
During this webinar, participants will learn: What is the Follow-up Activity Feature? Settings related to Follow-ups activities Schedule Follow-up Activities Complete a Follow-up Activity