Training Webinar: Follow-ups

• Related Articles

• Training Webinar: 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 faster and easier for your ...

• Training Webinars: 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

• Training Webinar: How to Log Contact Forms

  During this training, participants will learn about: what details are available on the main Contacts page logging interactions in contact forms making referrals from a contact form noting needs and unmet needs follow-ups surveys outbound calls caller ...

• Training Plan: Contact Records

  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 ...

• Training Webinar: SMS Tools

  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